Agile CRM + Qualtrics
Create or update Agile CRM contacts from new Qualtrics survey responses
Effortlessly manage your contacts and survey responses with this Qualtrics to Agile CRM workflow. When a new survey response is received in Qualtrics, this automation will create or update the contact in Agile CRM, ensuring your contact list stays up-to-date. Save time and stay organized by integrating your survey data and CRM, so you can focus on actionable insights and building stronger relationships.
Effortlessly manage your contacts and survey responses with this Qualtrics to Agile CRM workflow. When a new survey response is received in Qualtrics, this automation will create or update the contact in Agile CRM, ensuring your contact list stays up-to-date. Save time and stay organized by integrating your survey data and CRM, so you can focus on actionable insights and building stronger relationships.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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SurveyRequired
Try ItMailing ListRequired
Recipient First Name
Recipient Last Name
Recipient Email AddressRequired
Phone Number
Embedded Data
External Reference
SurveyRequired
Email From NameRequired
Reply To Email
Message SubjectRequired
MessageRequired
Sending Delay
Track / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try It
