Create or update Copper leads from new Qualtrics survey responses
Effortlessly manage your leads with this workflow that connects Qualtrics to Copper. When a new survey response is received in Qualtrics, a lead will be created or updated in Copper, ensuring your sales team stays on top of potential opportunities. This automation streamlines processes and allows you to focus on growing your business instead of manually inputting data.
Effortlessly manage your leads with this workflow that connects Qualtrics to Copper. When a new survey response is received in Qualtrics, a lead will be created or updated in Copper, ensuring your sales team stays on top of potential opportunities. This automation streamlines processes and allows you to focus on growing your business instead of manually inputting data.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
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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
Entity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
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
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try It