Nouveau
Qualtrics Task
Create and update Zendesk profiles, records, and tickets to act on responses.
Fonctionne avec
Support
Développeur
Qualtrics
About this app
Qualtrics is an experience management platform that helps organizations understand and act on customer feedback.
This integration lets Qualtrics customers turn survey responses and workflow events into Zendesk activity. After an administrator connects a Zendesk account, actions added to a Qualtrics survey or workflow can create or update Zendesk profiles, records, and tickets using data collected in Qualtrics. For example, you can flag a low NPS rating to your Customer Success team, or let respondents reach out to your support team directly from a survey.
What this integration does
Creates and updates Zendesk user profiles using Qualtrics response data
Creates and updates Zendesk records using Qualtrics response data
Creates and updates Zendesk tickets using Qualtrics response data
Runs as an action from the Actions tab of a Qualtrics survey, or as a step in a Qualtrics workflow, so it can trigger automatically on events such as a low satisfaction score or a support request
Data accessed and how it is used
This integration only writes the data an administrator explicitly maps when configuring each action. It does not read, browse, or export existing Zendesk tickets, profiles, or records, and it does not access any Zendesk data beyond what is needed to create or update the specific item being configured. Depending on how an action is set up, it can send:
Ticket fields, such as subject, description, requester, priority, type, tags, and custom fields
Profile and record fields, such as name, email, phone, and custom attributes
Values collected from the Qualtrics survey response or workflow event that triggered the action
Data sent to Zendesk may include content authored by your survey respondents or end users. This data is transferred from the Qualtrics account that the administrator authorized to the connected Zendesk account over an encrypted connection, and is retained and handled under the Qualtrics agreement with your organization. It is not shared with any other third party. See the Qualtrics Privacy Statement at https://www.qualtrics.com/privacy-statement/ for details on how Qualtrics handles customer data.
Détails de l’application
Comment l’installer
This integration is configured from within Qualtrics. There is nothing to install in your Zendesk account ahead of time.
Sign in to Qualtrics and open a survey or workflow.
In a survey, go to the Actions tab and select "Add an action"; in a workflow, add a new task step.
Choose a Zendesk action, such as "Zendesk - Create ticket", "Zendesk - Create profile", "Zendesk - Create record", or one of the corresponding Update actions.
Under "Choose account", select an existing connected Zendesk account, or select "Add a user account" to connect a new one.
If connecting a new account, you are redirected to Zendesk to sign in and approve access for Qualtrics. A Zendesk administrator must approve this the first time an account is connected.
Enter your Zendesk subdomain and select "Verify". Your subdomain appears in your Zendesk account's URL, for example https://yoursubdomain.zendesk.com.
Map the fields you want to send, such as ticket subject, description, requester, or custom fields, to values from your survey or workflow.
Optionally select "Add a custom description" to label the action, then save it.
A Qualtrics license with access to Actions or Workflows is required. Contact your Qualtrics account team if you do not have access.
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