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How to connect Qualtrics with Woodpecker
Qualtrics / Woodpecker
Documentation

Connect Qualtrics to Woodpecker with LeadsBridge

Qualtrics » Woodpecker

In this article, you'll learn how to set up the bridge and connect Qualtrics to Woodpecker using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Qualtrics as the source for your bridge
  4. Choose Woodpecker as the destination
  5. Click on the Next button

Step 2: Setup your Qualtrics source

  1. Type in the name you'd like to call your integration
  2. Enter URL and API Token to connect your Qualtrics with LeadsBridge
  3. Copy the complete URL, as shown in the picture, of your Qualtrics account and paste it inside the LeadsBridge integration setup.
  4. To generate your API token head over to your Qualtrics account and click on the silhouette in the top-right corner of your account:
    • Select Account Settings.
    • Click Qualtrics IDs on the navigation bar.
    • In the box labeled API, click Generate Token.
    Copy the API Token and paste it inside the LeadsBridge integration.( OPEN LINK)
  5. Select the segment you'd like to use as the source for your leads
  6. Click on the Next button

Step 3: Setup your Woodpecker destination

  1. Type in the integration's name in the dedicated field
  2. Enter API Key to connect Woodpecker with LeadsBridge
  3. To retrieve the API Access you need to generate a new API Key:
    1. First, log into your Woodpecker account in app.woodpecker.co
    2. Then, go to Settings » API Keys
    3. Finally, use the Create a Key green button in the top right corner of the page.
    ( OPEN LINK)
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  7. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Woodpecker.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the Woodpecker fields available
  • Match the information you wish to pass along from Qualtrics
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Qualtrics to Woodpecker with LeadsBridge, do not hesitate to contact our Support!