Integration

Salesforce

Get deeper insights into every customer and prospect with your Experience Data (X-Data) and Operational Data (O-Data) together through the Qualtrics-Salesforce integration.

COST

Custom Quote

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CORE EXPERIENCE

Customer Experience

CREATED BY

Qualtrics

With the Qualtrics-Salesforce integration, you can use surveys to capture leads, send transactional surveys based off Salesforce events, and send relationship surveys to lists of contacts or campaign members. You can also map all survey responses back to Salesforce so you can see your experience data (X-Data) alongside the operational data (O-data) in your CRM.

OUTCOMES DELIVERED

  • Save time by automating survey sends based on milestones
  • Close the loop with customers based on survey feedback
  • Add Qualtrics Customer Experience dashboards into Salesforce
  • Integrates with Sales and Service Clouds

CATEGORY TAGS

Customer ExperienceIntegrations

Response Mapping

Response mapping allows anyone – not just Salesforce admins – to easily connect multiple Salesforce accounts within the same survey. Easily map data and responses from Qualtrics to Salesforce with a point-and-click interface. Response mapping even auto recommends how to map Qualtrics fields to Salesforce maps.

Key Benefits & Features

  • Create new leads based on survey responses.
  • Elevate the voice of your customer by posting survey responses, such as NPS scores and feedback, directly to Chatter.
  • Trigger surveys based off Salesforce workflow rules.
  • Create and send surveys to a list of contacts, leads, or campaign members from within Salesforce.
  • Automatically map responses into any object or field in Salesforce.
  • Connect Salesforce accounts in the same survey.
  • See your survey data next to CRM data.

All you need to get started is a license to Salesforce Sales Cloud, Service Cloud or Government Cloud and an active Qualtrics license.

Additional Resources

  1. Qualtrics support documentation
  2. Qualtrics on the Salesforce App Exchange
  3. Overview of Customer Experience Management Software

SOLUTION DETAILS

Required License: Customer Experience 1+

The integration is an add-on feature not included in the standard Qualtrics license. Please contact your Qualtrics Account Executive for more information.

LANGUAGES

English

CATEGORY TAGS

Customer ExperienceIntegrations