Your Experience Data Is Rich. Your Operational Systems Cannot Act on It.
Qualtrics captures the voice of the customer, employee and market across every touchpoint. But CRM, ERP, HRIS, support and fulfillment systems remain disconnected from XM intelligence, forcing teams to rely on manual exports, static dashboards and delayed close-the-loop workflows that miss the moment of impact.
CX & Research Teams - Faster Activation
Push Qualtrics NPS, CSAT, CES scores and Experience Agent outputs into CRM, support and marketing systems without writing custom API integrations or webhook logic.
Eliminate hours of manual data exports between Qualtrics and downstream platforms that delay close-the-loop actions by days or weeks.
Transform experience data into automated triggers that drive real-time action across sales, service, retention and product workflows.
Architects & IT - Governed Integration at Scale
Connect Qualtrics to enterprise systems without building brittle custom middleware, scheduled file transfers or point-to-point API integrations that require ongoing developer maintenance.
Govern every data flow with full audit trails, consent enforcement, role-based access controls and compliance validation across regulated industries.
Scale from a single CRM connector to enterprise-wide XM orchestration using the same no-code visual designer with zero infrastructure overhead.
Business Leadership - Prove XM ROI
Prove experience management ROI by activating Qualtrics intelligence in every revenue and retention system within 45 days. Our approach focuses on delivering measurable outcomes that empower teams across all levels:
- - Reduce customer churn by 25% by connecting detractor alerts to proactive retention workflows in CRM and support systems
- - Compress close-the-loop response time from days to hours with automated cross-system orchestration
- - Achieve 5-8x return on XM platform investment within the first year with enterprise-grade feedback activation
Closed-Loop CX Activation Across CRM & Support Systems
Scenario: A B2B enterprise runs Qualtrics for post-interaction CSAT and NPS surveys and Salesforce for account management. Detractor responses sit in Qualtrics dashboards for days before customer success teams manually check scores and create follow-up tasks. At-risk accounts receive outreach 5-7 days after negative feedback, well past the window of effective intervention.
Solution: Put It Forward automatically routes Qualtrics detractor alerts, NPS scores and verbatim comments into Salesforce Cases, Account health fields and ServiceNow incidents in real time. Promoter responses trigger referral and upsell workflows. Score changes update account health dashboards and adjust marketing suppression rules within minutes of survey completion.
Results: Close-the-loop response time compresses from 5 days to under 4 hours. Customer churn decreases 25% with proactive detractor intervention. Account health visibility improves across all customer-facing teams. Manual export and case creation labor eliminated, freeing 20+ hours per week for strategic CX program work.
Employee Experience Signals Activated Across HR & Operations Systems
Scenario: A 5,000+ employee organization runs Qualtrics EX for engagement, onboarding and pulse surveys. Survey results generate static reports reviewed monthly by HR leadership. By the time low engagement scores reach managers, disengaged employees have already started interviewing elsewhere. HRIS, learning and performance systems remain disconnected from real-time sentiment data.
Solution: Put It Forward syncs Qualtrics EX engagement scores, pulse survey results and lifecycle event data into Workday, SAP SuccessFactors or ServiceNow HRSD in real time. Low engagement flags trigger automated manager alerts and learning path recommendations. Onboarding friction scores route to HR operations for immediate process intervention.
Results: Voluntary attrition decreases 18% with proactive engagement intervention. HR response to critical sentiment signals accelerates by 70%, from weeks to same-day. Manager effectiveness improves with automated engagement alerts embedded in existing HRIS workflows. Onboarding satisfaction increases 32% with real-time friction remediation.
Experience Agent Intelligence Orchestrated Across Business Systems
Scenario: A global enterprise deploys Qualtrics Experience Agents for autonomous CX actions, predictive churn intervention and real-time customer context generation. Agent outputs including retention recommendations, escalation triggers and personalized next-best-actions remain siloed within the Qualtrics platform, preventing sales, support and operations teams from acting on agent intelligence at scale.
Solution: Put It Forward connects Qualtrics Experience Agent outputs to downstream business tools through governed orchestration workflows. Churn intervention recommendations auto-create retention cases in CRM. Escalation triggers route to support queues in ServiceNow. Personalized next-best-actions populate sales engagement tools. Every agent action is logged with full lineage and compliance tracking.
Results: Experience Agent recommendations reach operational teams in minutes instead of days. First-call resolution improves 35% with real-time customer context delivered to agents. Churn intervention reaches at-risk customers 5x faster through automated cross-system activation. Full audit trail satisfies governance requirements for AI-driven customer decisions.
Triggers, actions and objects spanning Qualtrics XM Platform orchestrated through Put It Forward's no-code integration designer
- Survey response activation: Push NPS, CSAT, CES scores, verbatim comments and custom survey data from Qualtrics into CRM, support, HRIS and marketing systems for real-time closed-loop action and account enrichment
- Experience Agent triggers: Automatically initiate multi-step business processes when Qualtrics Experience Agents generate churn predictions, escalation triggers, retention recommendations or next-best-action decisions
- AI-powered field mapping: Map Qualtrics survey fields, embedded data, contact attributes and XM Discover outputs to target system fields with 95%+ auto-match accuracy across 340+ enterprise systems
- Cross-system orchestration: Chain Qualtrics XM outputs with downstream actions in Salesforce, ServiceNow, Workday, SAP, HubSpot and hundreds more in a single governed workflow with conditional logic
- Governance & consent: Enforce respondent consent rules, validate GDPR and CCPA compliance before data leaves Qualtrics, track full field-level lineage and maintain SOC 2 and ISO 27001 compliance across every flow
How Qualtrics experience intelligence flows through your enterprise systems with Put It Forward orchestration
- No-Code Multi-Step Workflows - Design complex Qualtrics-to-enterprise workflows visually without API scripting, webhooks or custom middleware development
- Process Orchestration Across Teams - Route Qualtrics CX, EX and research data to sales, HR, marketing, finance and operations systems with conditional logic and role-based access
- Integrated Reporting & Analytics - Monitor every data flow between Qualtrics and connected systems with real-time dashboards, error tracking, SLA compliance and sync health metrics
- Agent-Based Workflow Integration into Qualtrics - Connect Experience Agent outputs and XM Discover insights to governed cross-system actions, automated decision workflows and operational triggers
- Scalable AI-Powered Enhancements - Add new systems, workflows and analytics in 1-2 days using the same no-code designer as your Qualtrics XM environment scales across programs and regions
The Only Option Built for Governed, Multi‑System Integrations
| Capability | Put It Forward | Code/Middleware | RPA | Vendor Connector | Bulk File Transfer |
|---|---|---|---|---|---|
|
Architecture & Scale |
|
|
|
|
|
|
No Code Solution |
|
No |
|
|
No |
|
Bi-Directional Integrations |
|
|
NA |
Limited |
NA |
|
Data Transformations (with validation) |
|
|
No |
No/Fixed Mapping |
Limited |
|
Data Persistence / State Management |
|
No |
No |
No |
N/A |
|
API Gateway Compatible |
|
Build/3rd Party |
No |
No |
No |
|
Service Integration |
|
Yes, Build |
No |
No |
N/A |
|
Secure On-Premise Integration |
|
Requires Special Config/No |
No |
No |
No |
|
Intelligence & Automation |
|
|
|
|
|
|
Custom Business Rules |
|
Limited |
Limited to scripts |
No |
No |
|
Process Automation & Orchestration |
|
Limited |
|
Not focused |
No |
|
Process Mining |
|
No |
No |
No |
No |
|
AI Agents (Integrated) |
|
|
|
No |
No |
|
Governance & Operations |
|
|
|
|
|
|
Integrated Data Governance |
|
No, 3rd Party |
Not Focused |
Not Focused |
No |
|
Error Capture and Correction |
|
Limited, Build |
No, Scripted |
No |
Not Focused |
|
Integration Reporting, Analytics and Alerts |
|
Limited |
N/A |
Limited |
No |
|
Audit Reporting and Analytics |
|
No, Limited |
No |
No |
Limited |
|
Full API Access and Support |
|
|
No, Limited |
No |
N/A |
|
Implementation support |
|
Self Funded/SoW |
Self Funded/SoW |
Self Funded/SoW |
Self Directed |
|
Partner API Roadmap Alignment |
|
No |
No |
No/Lagging |
NA |
Yes, Native
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved intelligent automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
Put It Forward Qualtrics Resources
Guide to Agentic Workflows
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Two Ways To Integrate Agents
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Agentic AI Orchestration
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Revenue, Operations and IT Playbook
Learn how intelligent automation streamlines tasks, integrates data, and delivers measurable business benefits with practical strategies and examples.
Buyer Guide For Intelligent Automation
Gain expert guidance on intelligent automation solution types, approaches, outcomes, and key considerations to make confident, high-impact buying decisions.
How Decision Automation Works
See and learn how decision automation works at scale. Connect the pieces, tools, and outcomes together in Put It Forward to unlock value and reduce complexity.