Qualtrics + Salesforce Essentials
Create Salesforce Essentials records from new Qualtrics survey responses
Effortlessly keep track of your Qualtrics survey responses by creating Salesforce Essentials records for each new response. With this workflow, you can seamlessly manage customer feedback and follow-up actions within your CRM. Save time and improve your team's efficiency by letting automation handle the data transfer between Qualtrics and Salesforce Essentials.
Effortlessly keep track of your Qualtrics survey responses by creating Salesforce Essentials records for each new response. With this workflow, you can seamlessly manage customer feedback and follow-up actions within your CRM. Save time and improve your team's efficiency by letting automation handle the data transfer between Qualtrics and Salesforce Essentials.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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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
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItSalesforce ObjectRequired
Try It
