Qualtrics

Integrating Nutshell CRM with Qualtrics Surveys

Nutshell CRM is an all-in-one sales automation tool designed for B2B organizations to help them win more deals. Qualtrics is the world’s leading survey software and enables businesses to collect, analyze, and act on feedback. When these two tools are put together, organizations can create seamless workflows and track customer interactions across the board.

With this integration between Nutshell CRM and Qualtrics, users can automatically create new contacts and leads in Nutshell when new Qualtrics surveys are received, automatically send surveys, and more.

Qualtrics CRM integration benefits:

• Save time: Eliminate the need to switch between platforms to update contacts, send surveys, and more, saving you valuable time.
• Improve timeliness: With this integration, new leads and contacts are created from survey responses right away, enabling your team to follow up quickly.
• Keep data up-to-date: Automatically keep contact data up to date across platforms, improving accuracy.

What it does:

Any time you receive a new survey response in Qualtrics, leads or contacts can be created or updated in Nutshell automatically. You can also send surveys right from Nutshell and trigger them to send when, for example, you update a lead or create a new contact.

How to get started

You can set up this integration using Zapier or contact our team for assistance with setting up an integration.