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4 ways to automate Qualtrics

By Kaylee Moser and Will Harris · March 13, 2023
Hero image for automate Qualtrics blog post.

"It is a capital mistake to theorize before one has data,” a famous detective once said. "Insensibly one begins to twist facts to suit theories, instead of theories to suit facts."

While Sir Arthur Conan Doyle wrote those words a long time ago, in a far different context, they still apply to the working world today. Making sound business decisions, whether it be about your product, your customers, or your employees, requires good data.

Qualtrics is a software company that helps businesses get that data. With a suite of products that serve research teams, HR teams, and teams on the frontline with customers, Qualtrics enables teams to send surveys and gather responses to get the data they need to make informed decisions.

That data can't sit in Qualtrics forever, though. It needs to be distributed, taken in, and acted on for it to have any value. By automating parts of your Qualtrics workflow with Zapier, you can make sure you're putting all of your data to good use, leading to smarter, more informed decisions.

Zapier is the leader in no-code automation—integrating with 5,000+ apps from partners like Google, Salesforce, and Microsoft. Build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Track survey responses in a spreadsheet or database

Your Qualtrics survey responses are a goldmine of valuable data and insights, but you need to make sure you're keeping track of your responses and distributing them properly. With the Zaps below, you can automatically add Qualtrics survey responses to your spreadsheet software of choice, tracking responses in a safe place that's easy to share.

Create Google Sheet rows from new Qualtrics survey responses

Create Google Sheet rows from new Qualtrics survey responses
  • Qualtrics logo
  • Google Sheets logo
Qualtrics + Google Sheets

Automatically create follow-up tasks

Depending on the type of Qualtrics survey you sent out, your responses might need a follow-up task. You might want to reach out to a customer for more information or log a software bug for your engineering team to look at. With Zapier, you can create tasks in your project management tool automatically, making sure the appropriate team is following up and taking action as needed.

Send notifications when a survey is completed

Need a way to distribute survey responses to your team without them having to go looking for them? What if you could automatically send survey responses somewhere you know they'll see them as soon as they're completed?

With the Zaps below, you can send survey responses to your team via chat tool (like Slack or Teams) or email, giving them the information they need without having to look for it.

Add responses to your CRM

When your sales or customer success team is working, it's important for them to have the whole picture. Knowing if a client is happy or frustrated, if they're experienced issues in the past, or what NPS score they've been giving you is vital to providing them with the experience they need. Qualtrics helps you get this data, but how can you get it in front of your teams when they need it?

With the Zaps below, you can automatically add new Qualtrics survey responses to your CRM, ensuring that your customer information is consistently up to date. This way, your sales and customer success teams will have all the context they need to serve your customers best.

Use automation to turn Qualtrics insight into action

Qualtrics is a tool for getting a better understanding of your customers and employees, and the experience you're providing for them. But gaining that understanding is only half the battle. Doing something with that information is what's going to move your business forward, and by pairing Qualtrics with Zapier, you will equip your team to do just that.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'