Qualtrics + TotalBrokerage
Create new TotalBrokerage contacts from Qualtrics survey responses
Effortlessly manage your contacts by connecting Qualtrics and TotalBrokerage with this powerful workflow. When you receive a new survey response in Qualtrics, a contact will be created in TotalBrokerage, ensuring your contacts list stays up-to-date and organized. Streamline your contact management process and never miss out on a potential lead again.
Effortlessly manage your contacts by connecting Qualtrics and TotalBrokerage with this powerful workflow. When you receive a new survey response in Qualtrics, a contact will be created in TotalBrokerage, ensuring your contacts list stays up-to-date and organized. Streamline your contact management process and never miss out on a potential lead again.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Contact
Create a contact in your TotalBrokerage CRM.
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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
Account Created
Triggers when a new account is created in your brokerage.
Try ItAccount Updated
Triggers when an account in your brokerage is updated.
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Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItContact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
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