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IRIS CRM + Qualtrics

Create new IRIS CRM leads from new Qualtrics survey responses

Easily capture valuable leads from your Qualtrics survey responses with this efficient workflow. When a new survey response is received in Qualtrics, a new lead will be created in IRIS CRM, streamlining your lead generation process and ensuring no valuable prospects are missed. Stay organized and boost your sales efforts with this seamless automation.

Easily capture valuable leads from your Qualtrics survey responses with this efficient workflow. When a new survey response is received in Qualtrics, a new lead will be created in IRIS CRM, streamlining your lead generation process and ensuring no valuable prospects are missed. Stay organized and boost your sales efforts with this seamless automation.

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

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    IRIS CRMIRIS CRM
    Create New Lead

    Create a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    Trigger
    Scheduled
    Try It
    • Mailing 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

    Action
    Write
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • IRIS CRM triggers, actions, and search

    Lead Deleted

    Triggers when a lead is deleted.

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Learn more

Related categories

  • Payment Processing
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