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Qualtrics + Zoho Books

Create Zoho Books customers from new Qualtrics survey responses

Easily add new customers to your Zoho Books account with this Qualtrics to Zoho Books integration. This workflow is triggered when a new survey response is received in Qualtrics, and a customer is created in Zoho Books based on the survey details. It streamlines your customer data management, saving you time and ensuring accurate accounting records.

Easily add new customers to your Zoho Books account with this Qualtrics to Zoho Books integration. This workflow is triggered when a new survey response is received in Qualtrics, and a customer is created in Zoho Books based on the survey details. It streamlines your customer data management, saving you time and ensuring accurate accounting records.

  1. When this happens...
    QualtricsQualtrics
    New Survey Response

    Triggers when a new response for a survey is received.

    TriggerScheduled
  2. automatically do this!
    Zoho BooksZoho Books
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • SurveyRequired

    Trigger
    Scheduled
    Try It

    • Mailing 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

    Action
    Write

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It
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qualtrics logo

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.
Learn moreHelp

Related categories

  • Forms & Surveys

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

Related Zap Templates

  • Create Zoho Books estimates from new Qualtrics survey responses

Related Zap Templates