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How Zapier works

Zapier makes it easy to integrate Qualtrics with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Qualtrics

A trigger is an event that starts your Zap and runs the workflow. For example, with Qualtrics, a trigger could be "New Survey Response."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Qualtrics to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about Qualtrics + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Qualtrics and Salesforce

What are the initial steps to integrate Qualtrics with Salesforce?

To begin integrating Qualtrics with Salesforce, ensure both accounts are set up and have the necessary administrative privileges. You can then use our platform to create connections by setting triggers in Qualtrics surveys that activate actions in Salesforce, like generating leads or contacts.

Can Qualtrics survey responses automatically update records in Salesforce?

Yes, survey responses from Qualtrics can be set to automatically update records in Salesforce. By creating specific triggers for various answers, actions can be configured to update contact records or lead information within your Salesforce account.

How do we handle duplicate data when integrating responses from Qualtrics into Salesforce?

Our integration platform allows you to define rules to check for duplicate data when transferring survey responses from Qualtrics into Salesforce. These rules help ensure that existing records are updated rather than duplicating information.

Is it possible to trigger an email notification in Salesforce once a survey response is received from Qualtrics?

Yes, we support setting up triggers that send email notifications through Salesforce whenever a new response is submitted in a linked Qualtrics survey. This keeps your team informed of incoming data without manual monitoring.

How can I map specific survey fields from Qualtrics to corresponding fields in Salesforce?

During the setup process, you'll have the ability to map specific fields from your Qualtrics surveys to corresponding fields within your Salesforce account, ensuring accurate data transfer and record keeping.

Can actions be triggered in Salesforce based on conditions set in a Qualtrics survey?

Absolutely! Conditions like particular responses or scores in a Qualtrics survey can trigger predefined actions within Salesforce, such as creating tasks or sending follow-up emails to respondents.

What level of customization is available when connecting Qualtrics with our CRM system like Salesforce?

Our integration allows extensive customization options including complex conditional logic and multi-step automations that tailor how data passes between your surveys and CRM system based on your unique requirements.

Connect Qualtrics and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Survey
      Required
    Trigger
    Scheduled
    Try It
    • Mailing List
      Required
    • RecipientFirstName
    • RecipientLastName
    • RecipientEmailAddress
      Required
    • PhoneNumber
    • EmbeddedData
    • External Reference
    • Survey
      Required
    • EmailFromName
      Required
    • ReplyToEmail
    • MessageSubject
      Required
    • Message
      Required
    • SendingDelay
    Action
    Write
  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History Object
      Required
    Trigger
    Scheduled
    Try It
    • Mailing List
      Required
    • ContactFirstName
    • ContactLastName
    • ContactEmailAddress
    • PhoneNumber
    • EmbeddedData
    • External Reference
    Action
    Write
    • Api_docs_info
    • Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search
    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

Learn how to automate Qualtrics on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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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.
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    salesforce logo
    salesforce logo
    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
    Learn moreHelp
    Related categories
    • CRM (Customer Relationship Management)
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