Insightly + Qualtrics

Create new Insightly contacts from Qualtrics survey responses

Effortlessly add new survey respondents to your CRM with this efficient workflow. When a new response is submitted in Qualtrics, this automation will create a contact in Insightly, saving you time and ensuring your contact list stays up-to-date. Focus on nurturing relationships, while this powerful integration handles data transfer for you.

Effortlessly add new survey respondents to your CRM with this efficient workflow. When a new response is submitted in Qualtrics, this automation will create a contact in Insightly, saving you time and ensuring your contact list stays up-to-date. Focus on nurturing relationships, while this powerful integration handles data transfer for you.

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

    Triggers when a new response for a survey is received.

    TriggerPolling
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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qualtrics logo
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 more

Related categories

  • Forms & Surveys

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