Better Agency + Qualtrics

Create or update Better Agency clients from new Qualtrics survey responses

Effortlessly manage your client information with this seamless Qualtrics and Better Agency workflow. When a new survey response is received in Qualtrics, this automation will create or update a client in Better Agency, keeping your client database up to date without manual input. Stay focused on providing exceptional service while this integration handles the data for you.

Effortlessly manage your client information with this seamless Qualtrics and Better Agency workflow. When a new survey response is received in Qualtrics, this automation will create or update a client in Better Agency, keeping your client database up to date without manual input. Stay focused on providing exceptional service while this integration handles the data for you.

  1. When this happens...
    QualtricsQualtrics
    New Survey Response

    Triggers when a new response for a survey is received.

    TriggerPolling
  2. automatically do this!
    Better AgencyBetter Agency
    Create/Update a Client

    Client Form to create update a client

    ActionWrite
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Supported triggers and actions

    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • Note Type

    • Assigned Owner

    Trigger
    Polling
    Try It
    • Assigned Owner

    • Task priority

    • Task due date

    Trigger
    Polling
    Try It
better-agency logo
better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

Related categories

  • Marketing
qualtrics logo
qualtrics logo

About Qualtrics

Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.
Learn more

Related categories

  • Forms & Surveys

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