Insightly + Qualtrics
Create Insightly opportunities from new Qualtrics survey responses
Effortlessly turn new survey responses from Qualtrics into sales opportunities with this automation. When a new survey response is received in Qualtrics, a corresponding opportunity will be created in Insightly, allowing your team to quickly act on potential leads. Streamline your sales processes and ensure timely follow-ups with this simple and efficient workflow.
Effortlessly turn new survey responses from Qualtrics into sales opportunities with this automation. When a new survey response is received in Qualtrics, a corresponding opportunity will be created in Insightly, allowing your team to quickly act on potential leads. Streamline your sales processes and ensure timely follow-ups with this simple and efficient workflow.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Record
Creates a Record
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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
Insightly ObjectRequired
Try ItInsightly ObjectRequired
Try It
