Follow Up Boss + Qualtrics

Apply action plans to contacts in Follow Up Boss for new Qualtrics survey responses

Effortlessly manage your survey responses and follow-ups with this seamless workflow. When a new survey response is received in Qualtrics, an action plan will be applied to a contact in Follow Up Boss. This way, you can ensure timely and personalized follow-up for each respondent, optimizing your customer engagement and satisfaction.

Effortlessly manage your survey responses and follow-ups with this seamless workflow. When a new survey response is received in Qualtrics, an action plan will be applied to a contact in Follow Up Boss. This way, you can ensure timely and personalized follow-up for each respondent, optimizing your customer engagement and satisfaction.

  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
    Apply an Action Plan to a Contact

    Applies a selected action plan to a contact.

    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