Close + Qualtrics

Update Close opportunities based on new Qualtrics survey responses

Effortlessly track Qualtrics survey responses by updating opportunities in Close with this seamless workflow. When a new survey response is received in Qualtrics, the corresponding opportunity in Close is updated, allowing you to stay on top of valuable insights and manage business opportunities with ease. Save time and boost efficiency in your data management process for a more streamlined approach.

When this happens...
New Survey Response
Triggers when a new response for a survey is received.
TriggerScheduled
automatically do this!
Update Opportunity
Updates an existing Opportunity.
ActionWrite

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Supported triggers and actions

- SurveyRequired
Trigger
Scheduled
Try It
- Mailing 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
Action
Write
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
Try It
- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It

- Trigger ActionsRequired
- Custom Object TypeRequired
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It

- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Scheduled
Try It
- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Scheduled
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Call IDRequired
Action
Write
- Contact IDRequired
- Email AddressRequired
Action
Write
- Source Lead IDRequired
- Destination Lead IDRequired
Action
Write
- Send Done EmailRequired
- TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
Action
Write
- Action TypeRequired
- Smart View or (deprecated) Search QueryRequired
- Workflow ID
- Send Done EmailRequired
Action
Write
- LeadRequired
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
Action
Write
- Export TypeRequired
- FormatRequired
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Lead Smart View or (deprecated) Search QueryRequired
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- NameRequired
- QueryRequired
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report TypeRequired
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone NumberRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
Action
Write
- Call IDRequired
- Contact
- Text
- Phone Number
- Duration
- Recording URL
Action
Write
- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
Action
Write
- Lead IDRequired
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity IDRequired
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
Action
Write
- Smart View IDRequired
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Copy Text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity TypeRequired
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result LimitRequired
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- LeadRequired
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
Action
Search or write
- Note Contains Words Starting With...
- Lead IDRequired
- Or Search by Note ID
- Text TypeRequired
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- LeadRequired
- Date
- TextRequired
- Is Complete
Action
Search or write

- Mailing ListRequired
- Contact First Name
- Contact Last Name
- Contact Email Address
- Phone Number
- Embedded Data
- External Reference
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Trigger
Instant
Try It
- Contact Smart View IDRequired
Trigger
Scheduled
Try It
- Custom Activity V 2 Instructions
- Custom Activity TypeRequired
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Type
- User IDRequired
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
Trigger
Instant
Try It
- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Workflow
- ActionRequired
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Email IDRequired
Action
Write
- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
Action
Write
- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
Action
Write
- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
Action
Write
- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Text
- Recording URL
- User ID
Action
Write
- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
Action
Write
- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
Action
Write
- Email AddressRequired
- RoleRequired
Action
Write
- Lead IDRequired
- Text TypeRequired
- Attachments
Action
Write
- Report breakdownRequired
- PipelineRequired
- Report typeRequired
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- LeadRequired
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
Action
Write
- ContactRequired
- WorkflowRequired
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- LeadRequired
- Contact ID
- Date Created
- StatusRequired
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template
- SourceRequired
Action
Write
- Assigned To
- LeadRequired
- Date
- TextRequired
- Is Complete
Action
Write
- Email AddressRequired
Action
Write
- Email AddressRequired
Action
Write
- Contact IDRequired
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object IDRequired
- Custom Object TypeRequired
- Custom Object Name
Action
Write
- Note IDRequired
- Text TypeRequired
Action
Write
- SubscriptionRequired
- ActionRequired
Action
Write
- Task IDRequired
- Assigned To
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Custom Activity TypeRequired
- Status
- LeadRequired
- Search by Custom Activity ID
- Custom Activity TypeRequired
- Created By User
- StatusRequired
Action
Search or write
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- LeadRequired
- Or Search by Opportunity ID
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
Action
Search or write

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create opportunities in Close from new Qualtrics survey responses

Create new Close contacts from Qualtrics survey responses

Close + Qualtrics

Update Close opportunities based on new Qualtrics survey responses

New Survey Response

Distribute Survey via Email

New Call Recording

New Call

New Contact

New or Updated Custom Object

New Export

New Lead

New Lead in Smart View

New Membership Added or Removed

New Note

New Opportunity

New SMS

New Unsubscribed Email

Delete Logged Call

Delete Email Address From Contact

Merge Two Leads

Create Bulk Action

Create Bulk Workflow Subscription Action

Create Contact

Create Custom Object

Create Export

Create Lead

Find Number of Leads in Smart View

Run Opportunity Report

Run Sent Email Report

Create Lead Smart View

Run Status Change Report

Select Random User

Toggle Forwarding on Phone Number

Update Call

Update Custom Activity

Update Lead

Update Opportunity

Update Lead Smart View

API Request (Beta)

Find Connected Account

Find Custom Activity

Find Group

Find Meetings

Find Opportunity

Find Task

Find or Create Contact

Find or Create Custom Object

Find or Create Note

Find or Create Task

Create or Update Contact

API Request (Beta)

New Call Transcript

New Contact in Contact Smart View

Published Custom Activity

New Email

New Inbox Item

New Lead in Status

New Meeting

New Event

New Opportunity in Status

New or Updated Workflow Subscription

New Task

Add Address to Lead

Delete Email

Export Activity Report to CSV

Run Activity Overview Report

Create Bulk Email

Create Call

Create Custom Activity

Create Email

Add User

Create Note

Run Opportunity Funnel Report

Create Opportunity

Subscribe Contact to Workflow

Create SMS

Create Task

Resubscribe Email

Unsubscribe Email

Update Contact

Update Custom Object