Copilot + Qualtrics
Create new Copilot clients from new Qualtrics survey responses
Effortlessly manage your customer data by connecting Qualtrics and Copilot. With this workflow, every time a new survey response is submitted in Qualtrics, a new client will be created in the Copilot app - ensuring your client list stays up-to-date. Enhance your CRM process and focus on building better relationships with your customers.
Effortlessly manage your customer data by connecting Qualtrics and Copilot. With this workflow, every time a new survey response is submitted in Qualtrics, a new client will be created in the Copilot app - ensuring your client list stays up-to-date. Enhance your CRM process and focus on building better relationships with your customers.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
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
List App Installs
Lists the app installs in a workspace.
Try ItClient Created
Triggers when a new client is created.
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Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItClient Custom Fields Updated
Triggers only when a client user has updates to custom fields.
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