Zoho Survey Integration

Zoho Survey Integration

Surveys are useful marketing tools that help you enhance your business. It's a method by which you put specific questions to a group of people whose answers will help you improve your products or services. There are many applications to create surveys. Zoho Survey is one such simple tool that helps you create and send surveys to your contacts easily.

Why Integrate Zoho Survey with Zoho CRM

Once you collect survey responses, the next step is usually to follow up with the respondents. For example, let's say you have mailed a bunch of survey questions to your leads in Zoho CRM. After you receive their responses, you may want to call them up and offer them deals based on their answers. To check the lead's details, you have to refer to the CRM database. For their email response, you switch to your inbox. Going back and forth this way for a big list of leads is a frustrating task, indeed.

Zoho Survey integration with Zoho CRM has been introduced to ease this very process.

This integration eliminates the need for you to manually put CRM and Survey data together. It will be done for you automatically. Your surveys are pushed inside Zoho CRM. You can send surveys to your leads and contacts from within CRM. Their survey responses are recorded in the Records Details page of the respective module. This way, you can view their survey responses contextually.

Besides letting you view the responses contextually, the integration enables automated updating of CRM data with Survey responses. When CRM fields are mapped with their respective survey questions, the answers given by users become data in the respective CRM fields. This saves you the trouble of manually skimming through records and gives you sufficient insight to make important business decisions.

In a Nutshell

  • Integrate your Zoho Survey account with Zoho CRM.
  • Your surveys will be pushed inside CRM.
  • Insert your survey links in Email templates
  • Send email surveys to leads/contacts from Zoho CRM
  • View a contact's survey response in the Lead/Contact Details pages.
  • Automatically update CRM data with Survey responses.
  • Draw insight from the combination of CRM data with Survey responses.
  • Pitch better offers to customers based on survey responses and insights.

Availability

Permission Required: Users need an active account with any plan in Zoho Survey to access this feature.

Note

  • Administrators can set up this feature. Users need Manage Email Templates permission to insert survey links.
  • If you do not already have a Zoho Survey account, you can create one during this integration.
  • Integration with a free Zoho Survey account is subject to limitations. Limitation includes access to only a partial Summary Report while viewing Survey Responses.
  • Integration with paid Zoho Survey accounts do not have this limitation. The number of surveys that can be sent will vary based on the user's Zoho Survey Edition.

Set up Zoho Survey Integration with Zoho CRM

See how to set up Zoho Survey Integration
Configure Other User Account | Configure Current Account

Use Zoho Survey Integration

See how to work with Zoho Survey Integration
Build a Survey | Send a Survey | View Survey Responses | Update CRM data with Survey Responses

    • Related Articles

    • Set up Zoho Survey Integration

       Set up Zoho Survey Integration To integrate Zoho Survey with your Zoho CRM account Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Survey In the Zoho Survey Integration page, click Get Started ...

    • MobileApps Integration - Mobile SDK

      Ever since the debut of handheld devices, the world has been on the course to exploit the convenience in their pockets to the fullest. People from all walks of life use mobile devices to stay in touch with each other, do business, engage with the ...

    • Functions - Integration Tasks

      As you might already know, the update to Version 2.0 APIs played a major part in using custom functions, now named "Functions". This guide will help you how to use functions integration tasks which uses the new APIs. Getting Started For starters, the ...

    • Using Zoho Survey with Zoho CRM

      Build a Survey In order to send an email survey from Zoho CRM, you must first create a survey using Zoho Survey. Go to https://survey.zoho.com/and choose from three options - Blank Survey, Template and Existing Survey - to build your survey. See ...

    • WebApps Integration

      Internet is a great platform which brings all aspects of the world together. Previously, it was setting up stalls in the market and now it's setting up apps in the internet. WebApps are applications that are hosted on cloud. When it comes to web ...