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Qualtrics + Radius CRM

New survey responses in Qualtrics update leads/clients in Radius CRM

Effortlessly keep your CRM up to date with the latest survey results by connecting Qualtrics to Radius CRM. When a new survey response comes in, this workflow automatically updates the lead or client information in Radius CRM, ensuring accurate records in real-time. Save time and streamline your data management process with this seamless integration.

Effortlessly keep your CRM up to date with the latest survey results by connecting Qualtrics to Radius CRM. When a new survey response comes in, this workflow automatically updates the lead or client information in Radius CRM, ensuring accurate records in real-time. Save time and streamline your data management process with this seamless integration.

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

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    Radius CRMRadius CRM
    Update Lead/Client

    Update an existing lead or client record in Radius.

    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
  • Radius CRM triggers, actions, and search

    Create Lead/Client

    Create a Lead or Client in Radius

    Action
    Write
    • 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
  • Radius CRM triggers, actions, and search

    Update Lead/Client

    Update an existing lead or client record in Radius.

    Action
    Write
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 moreHelp

Related categories

  • Forms & Surveys

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radius-crm logo
radius-crm logo

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.

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