Capsule CRM and Qualtrics integrations and automations

Do everything in one place

Customize your Capsule CRM and Qualtrics integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New event Real-time
    New event in Capsule CRM
  • New record
    New record in Capsule CRM.

    • Any other trigger you can think up

Qualtrics
  • New survey response Real-time
    New survey response in Qualtrics

    • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Custom action
    Custom action in Capsule CRM (Custom)
  • Create record
    Create record in Capsule CRM
  • Get record details by ID
    Get record by ID in Capsule CRM
  • Search records
    Search records in Capsule CRM
  • Update record
    Update record in Capsule CRM

    • Any other action you can think up

Qualtrics
  • Create mailing list
    Create mailing list in Qualtrics
  • Create reminder distribution
    Create reminder distribution Qualtrics
  • Custom action
    Custom action in Qualtrics
  • Distribute survey via email
    Distribute survey via email in Qualtrics
  • Get mailing list details
    Get mailing list by ID in Qualtrics
  • Get response details
    Get response details by ID in Qualtrics

    • Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • monday
  • box
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo