Connect Qualtrics and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Qualtrics to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Qualtrics with Salesforce - no code necessary. See how you can get setup in minutes.
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.
- SurveyRequired
Try ItTriggerPolling- Mailing ListRequired
- RecipientFirstName
- RecipientLastName
- RecipientEmailAddressRequired
- PhoneNumber
- EmbeddedData
- External Reference
- SurveyRequired
- EmailFromNameRequired
- ReplyToEmail
- MessageSubjectRequired
- MessageRequired
- SendingDelay
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- Mailing ListRequired
- ContactFirstName
- ContactLastName
- ContactEmailAddress
- PhoneNumber
- EmbeddedData
- External Reference
ActionWrite- Api_docs_info
- Stop on errorRequired
- MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
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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.
IT
Track survey leads in Salesforce
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.
Marketing & Marketing OpsSend project survey results to Salesforce
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.
Project ManagementLearn how to automate Qualtrics on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
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.
