About Qualtrics Salesforce Integration
With Qualtrics Salesforce Integration, you can trigger surveys off of Salesforce events and save survey response data into Salesforce. Most Qualtrics accounts have access to the Web To Lead feature, which allows you to generate leads in Salesforce from survey responses. The other Salesforce features, Email and Trigger Survey and Response Mapping, require Salesforce Integration to be turned on for your Qualtrics license. Check with your Qualtrics representative to see if this is included for your account.
The following options are available for Salesforce Integration –
- Web To Lead – The Salesforce Web To Lead feature allows you to automatically insert information from your Qualtrics survey into the lead object of your Salesforce account. Conditions can be set using advanced logic to identify specifically which respondents will be saved into Salesforce and which ones will not.
- Trigger and Email Survey – The Trigger and Email Survey option allows you to set up an email trigger containing a survey that will go out when a specified object’s Workflow rule has been met in Salesforce.
- Response Mapping – The Response Mapping feature allows you to automatically insert information from your Qualtrics survey into any object or field of your Salesforce account. Additionally, you’ll find the option to update or remove any already-existing Salesforce object. Conditions can be set using advanced logic to identify specifically which respondents will be saved, updated, or removed.
- Qualtrics on the App Exchange – Download Qualtrics from the Salesforce App Exchange to have access to the Qualtrics Research Suite directly from within Salesforce. This is available for all Qualtrics users.
For detailed implementation instructions, refer to our Salesforce Tutorials –