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CASEpeer + Qualtrics

Create leads in CASEpeer from new Qualtrics survey responses

Effortlessly manage leads from survey responses with this seamless automation. When a new survey response is received in Qualtrics, this workflow will create a lead in CASEpeer, ensuring you never miss an opportunity to follow up on potential clients. Save time and stay organized by letting this automation handle your survey response leads effectively.

Effortlessly manage leads from survey responses with this seamless automation. When a new survey response is received in Qualtrics, this workflow will create a lead in CASEpeer, ensuring you never miss an opportunity to follow up on potential clients. Save time and stay organized by letting this automation handle your survey response leads effectively.

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

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    CASEpeerCASEpeer
    Create Lead

    Creating a lead action

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    Trigger
    Scheduled
    Try It
    • Mailing 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

    Action
    Write
  • CASEpeer triggers, actions, and search

    Case Status Change

    Triggers when a case changes status.

    Trigger
    Instant
    Try It
    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • CASEpeer triggers, actions, and search

    Received Client Text Message

    Triggers when a client sends a text message.

    Trigger
    Instant
    Try It
casepeer logo
casepeer logo

About CASEpeer

Case and practice management software for personal injury attorneys
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.

Related categories

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