Pennylane + Qualtrics
Create Pennylane customers from new Qualtrics survey responses
Effortlessly manage your customer list with this Qualtrics to Pennylane integration. Whenever you receive a new survey response in Qualtrics, this workflow will seamlessly create a customer in your Pennylane account. Streamline your customer data collection and ensure you have up-to-date information at the ready.
Effortlessly manage your customer list with this Qualtrics to Pennylane integration. Whenever you receive a new survey response in Qualtrics, this workflow will seamlessly create a customer in your Pennylane account. Streamline your customer data collection and ensure you have up-to-date information at the ready.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Customer
Creates a new customer.
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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
State filter
Customer identifier filter
Try ItState filter
Source filter
Customer identifier filter
Try It
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
New Customer
Triggers when a new customer is created.
Try ItState filter
Customer identifier filter
Try It
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Related categories
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.
