Connect Microsoft Dynamics 365 CRM and Qualtrics to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to Qualtrics with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Qualtrics - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Create or Update Contact" in Qualtrics.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Qualtrics, automating your workflow.
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.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Connect Microsoft Dynamics 365 CRM and Qualtrics 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Qualtrics on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Qualtrics integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Qualtrics
How do I start integrating Microsoft Dynamics 365 CRM with Qualtrics through Zapier?
To start integrating Microsoft Dynamics 365 CRM with Qualtrics via Zapier, you first need to have accounts on both platforms and a Zapier account. Go to Zapier's homepage, and choose Microsoft Dynamics 365 as the trigger app and Qualtrics as the action app. Set up your trigger and action events accordingly.
What triggers are available for Microsoft Dynamics 365 CRM in this integration?
For Microsoft Dynamics 365 CRM, common triggers include new lead creation, updating an existing contact or lead, or when a new opportunity is added. These triggers can initiate follow-up actions in Qualtrics based on your specific needs.
What kind of actions can be executed in Qualtrics through this integration?
Qualtrics can perform actions such as sending out surveys, creating a new contact in a mailing list, or updating existing responses based on the data received from Microsoft Dynamics 365 CRM.
Is it possible to use custom fields from Microsoft Dynamics 365 in my survey responses?
Yes, you can map custom fields from Microsoft Dynamics 365 to survey responses in Qualtrics. During the setup phase within Zapier, you'll be able to select these custom fields for more personalized data collection.
Can I automate survey distribution after an event occurs in Dynamics 365 CRM?
Absolutely! You can set up a trigger event such as closing an opportunity or adding a new contact to automatically send out surveys via Qualtrics. This ensures timely feedback collection without manual intervention.
How often does the integration between Dynamics 365 and Qualtrics sync data?
Data syncing between Microsoft Dynamics 365 and Qualtrics usually happens instantly for most triggers and actions set up through our platform. However, it depends on specific configurations that you establish during setup.
Are there any limitations regarding data types that can be transferred between these platforms?
While most common data types are transferable between the two platforms using our service, some complex or highly customized fields might require additional setup or adjustments during mapping.
