Credit Letters Software + Qualtrics
Create clients in Credit Letters Software from new survey responses in Qualtrics
Save time and reduce manual work by automating the process of creating new clients in Credit Letters Software when a new survey response is submitted in Qualtrics. This streamlined workflow ensures that your customer data is up-to-date and allows you to focus on providing the best service possible. Simply connect your Qualtrics and Credit Letters Software accounts, and watch as new client records are created with each new survey response.
Save time and reduce manual work by automating the process of creating new clients in Credit Letters Software when a new survey response is submitted in Qualtrics. This streamlined workflow ensures that your customer data is up-to-date and allows you to focus on providing the best service possible. Simply connect your Qualtrics and Credit Letters Software accounts, and watch as new client records are created with each new survey response.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Client
Finds a client based on email or phone.
- Free forever for core features
- 14 day trial for premium features & apps
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
Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try It
