Follow Up Boss + Qualtrics

Add new Qualtrics survey responses as contacts in Follow Up Boss without triggering action plans

Effortlessly manage your contacts with this seamless workflow between Qualtrics and Follow Up Boss. Whenever a new survey response is submitted in Qualtrics, it will create or update a contact in Follow Up Boss without triggering action plans. This automation helps you save time while ensuring that your contacts are always up to date with the latest survey data, allowing you to focus on efficiently delivering personalized follow-ups.

Effortlessly manage your contacts with this seamless workflow between Qualtrics and Follow Up Boss. Whenever a new survey response is submitted in Qualtrics, it will create or update a contact in Follow Up Boss without triggering action plans. This automation helps you save time while ensuring that your contacts are always up to date with the latest survey data, allowing you to focus on efficiently delivering personalized follow-ups.

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

    Triggers when a new response for a survey is received.

    TriggerPolling
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    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
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more

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.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier