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Zapier makes it easy to integrate Qualtrics with Salesforce - no code necessary. See how you can get setup in minutes.
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Qualtrics
Qualtrics
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Qualtrics
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Survey Response" from Qualtrics.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Qualtrics and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Qualtrics and Salesforce with AI agents and code
Beyond Zap workflows. Call Qualtrics and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Qualtrics and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create or Update Contact
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Qualtrics and Salesforce
Log survey data for IT projects
When a new response is submitted in Qualtrics, Zapier automatically creates a new record in Salesforce. IT teams can track feedback or project-related surveys systematically, ensuring nothing gets missed. This improves project tracking and data organization efforts.
When a new survey response comes in from Qualtrics, Zapier creates or updates a contact in Salesforce. This automation helps marketers keep lead data current, ensuring accurate follow-ups. It boosts lead qualification efficiency and conversion rates without manual data entry.
When a project feedback survey is completed in Qualtrics, Zapier adds the data to Salesforce. This keeps stakeholder feedback centralized in Salesforce for better project planning and analysis. It saves time and ensures all relevant feedback is accessible in one place.
Learn how to automate Qualtrics on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Qualtrics to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Qualtrics + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Qualtrics and Salesforce
What are the initial steps to integrate Qualtrics with Salesforce?
To begin integrating Qualtrics with Salesforce, ensure both accounts are set up and have the necessary administrative privileges. You can then use our platform to create connections by setting triggers in Qualtrics surveys that activate actions in Salesforce, like generating leads or contacts.
Can Qualtrics survey responses automatically update records in Salesforce?
Yes, survey responses from Qualtrics can be set to automatically update records in Salesforce. By creating specific triggers for various answers, actions can be configured to update contact records or lead information within your Salesforce account.
How do we handle duplicate data when integrating responses from Qualtrics into Salesforce?
Our integration platform allows you to define rules to check for duplicate data when transferring survey responses from Qualtrics into Salesforce. These rules help ensure that existing records are updated rather than duplicating information.
Is it possible to trigger an email notification in Salesforce once a survey response is received from Qualtrics?
Yes, we support setting up triggers that send email notifications through Salesforce whenever a new response is submitted in a linked Qualtrics survey. This keeps your team informed of incoming data without manual monitoring.
How can I map specific survey fields from Qualtrics to corresponding fields in Salesforce?
During the setup process, you'll have the ability to map specific fields from your Qualtrics surveys to corresponding fields within your Salesforce account, ensuring accurate data transfer and record keeping.
Can actions be triggered in Salesforce based on conditions set in a Qualtrics survey?
Absolutely! Conditions like particular responses or scores in a Qualtrics survey can trigger predefined actions within Salesforce, such as creating tasks or sending follow-up emails to respondents.
What level of customization is available when connecting Qualtrics with our CRM system like Salesforce?
Our integration allows extensive customization options including complex conditional logic and multi-step automations that tailor how data passes between your surveys and CRM system based on your unique requirements.
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.
