Connect Qualtrics to The Customer Factor and automate any workflow

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Qualtrics to The Customer Factor with a Zapier template.

Our most popular template

Create customers in The Customer Factor from new Qualtrics survey responses
Details
Try it
Qualtrics + The Customer Factor
Create prospects in The Customer Factor from new survey responses in Qualtrics
Details
Try it
Qualtrics + The Customer Factor

Create customers in The Customer Factor from new Qualtrics survey responses

Details

Try it

Qualtrics + The Customer Factor

Create prospects in The Customer Factor from new survey responses in Qualtrics

Details

Try it

Qualtrics + The Customer Factor

How Zapier works

Zapier makes it easy to integrate Qualtrics with The Customer Factor - no code necessary. See how you can get setup in minutes.

Select a trigger from Qualtrics

A trigger is an event that starts your Zap and runs the workflow. For example, with Qualtrics, a trigger could be "New Survey Response."

A trigger is the event that kicks off your automated workflow.

Setup an action from The Customer Factor

An action is what takes place after the automation is triggered. For example, with The Customer Factor, the action could be "Create Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Qualtrics to The Customer Factor

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Qualtrics and The Customer Factor to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Qualtrics and The Customer Factor to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Survey
  Required
Trigger
Scheduled
Try It
- Mailing List
  Required
- RecipientFirstName
- RecipientLastName
- RecipientEmailAddress
  Required
- PhoneNumber
- EmbeddedData
- External Reference
- Survey
  Required
- EmailFromName
  Required
- ReplyToEmail
- MessageSubject
  Required
- Message
  Required
- SendingDelay
Action
Write
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
Try It
Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
Try It
New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
Try It

New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
Try It
New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
Try It

Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
Try It
- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source App Name
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source App Name
- Source Invoice Number
- Source Payment Reference
Action
Write

- Mailing List
  Required
- ContactFirstName
- ContactLastName
- ContactEmailAddress
- PhoneNumber
- EmbeddedData
- External Reference
Action
Write
- Api_docs_info
- Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
Try It
New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
Try It
New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
Try It
New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
Try It
- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice Number
  Required
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source App Name
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write

Learn how to automate Qualtrics on the Zapier blog.

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.

Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Help

Related categories

Databases

Zapier Automation Platform

PRODUCTS

CAPABILITIES

Solutions

By team

By app

By use case

Zapier for

By team

Learn more

Get help

Developer resources

Connect Qualtrics to The Customer Factor and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Create customers in The Customer Factor from new Qualtrics survey responses

Create prospects in The Customer Factor from new survey responses in Qualtrics

Create customers in The Customer Factor from new Qualtrics survey responses

Create prospects in The Customer Factor from new survey responses in Qualtrics

How Zapier works

Select a trigger from Qualtrics

Setup an action from The Customer Factor

That’s it! You just connected Qualtrics to The Customer Factor

Connect Qualtrics and The Customer Factor to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Qualtrics and The Customer Factor to unlock the power of automation

Supported triggers and actions

Learn how to automate Qualtrics on the Zapier blog.

4 ways to automate Qualtrics

Join millions worldwide who automate their work using Zapier