Clio + Qualtrics
Create new Clio company contacts from Qualtrics survey responses
Effortlessly keep your company contacts up-to-date with this automation. When a new survey response is received in Qualtrics, a company contact will be created in Clio, ensuring all relevant data is stored in your CRM system. Save time and stay organized by automating this process, allowing you to focus on more important tasks at hand.
Effortlessly keep your company contacts up-to-date with this automation. When a new survey response is received in Qualtrics, a company contact will be created in Clio, ensuring all relevant data is stored in your CRM system. Save time and stay organized by automating this process, allowing you to focus on more important tasks at hand.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Company Contact
Creates a company contact.
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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
New Activity
Triggers when a new activity is created.
Try ItBill State Updated
Triggers when the state of a bill has changed.
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Bill
Triggers when a new bill is created.
Try ItNew Calendar Entry
Triggers when a new calendar entry is created.
Try It
