Agile CRM + Qualtrics
Create Agile CRM deals from new Qualtrics survey responses
Easily manage new survey responses from Qualtrics by creating deals in Agile CRM with this efficient workflow. Once set up, every time you receive a new survey response in Qualtrics, a deal will be created in Agile CRM, ensuring you never miss an opportunity to follow up on valuable feedback. Stay organized and make the most of customer insights to drive successful outcomes.
Easily manage new survey responses from Qualtrics by creating deals in Agile CRM with this efficient workflow. Once set up, every time you receive a new survey response in Qualtrics, a deal will be created in Agile CRM, ensuring you never miss an opportunity to follow up on valuable feedback. Stay organized and make the most of customer insights to drive successful outcomes.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Deal
Create a deal in the Agile CRM.
- 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
Track / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try It
