Dear Users,
In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areas for improvement, and eventually thrive. By leveraging feedback to drive improvement and innovation, organizations can foster stronger relationships with customers, enhance their products/services, and achieve sustainable growth and success. For sending these feedback surveys, there are multiple options available in the market, and one such option is Qualtrics.
Qualtrics is an experience management platform that helps organizations conduct surveys, collect feedback, and implement action plans to improve experiences. It helps businesses and organizations measure and enhance various aspects of their operations, such as customer satisfaction, employee engagement, and brand perception.
If you're a Zoho CRM user looking to integrate customer feedback and CRM data without having to juggle between the two, look no further and say hello to our Qualtrics for Zoho CRM extension.
With the Qualtrics for Zoho CRM extension, you can integrate Qualtrics services with your Zoho CRM, enabling you to send feedback surveys to your customers from within Zoho CRM. Here’s how the extension can benefit your business:
Post-purchase surveys: Automatically trigger surveys after a customer makes a purchase. Their feedback can be captured directly in Zoho CRM, allowing your sales and support teams to understand satisfaction levels and address any issues promptly.
Product feedback loop: Collect feedback from customers about your products or services through surveys. By integrating with Zoho CRM, product managers and sales teams can access this feedback alongside customer data, informing product development and sales strategies.
Enhanced customer satisfaction: Understand your customers better and tailor your interactions based on real-time feedback, helping you build stronger relationships with customers and leading to increased loyalty.
We hope you've enjoyed this look at how the Qualtrics for Zoho CRM extension can streamline feedback collection processes and empower teams to make data-driven decisions that enhance customer satisfaction and drive business growth.
Ready to revolutionize your CRM experience? Purchase the Qualtrics for Zoho CRM extension from Zoho Marketplace. If you'd like more information before buying, no problem! You'll receive a 15-day free trial to test out the extension.
Please read our help documentation to learn about configuring the integration and other important details. For additional similar extensions, you can explore Zoho Marketplace.
Recent Topics
How to add a record for a different report
I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and
Webhook 'when estimate is refused' is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
Amazon Integration
Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.
Link project tasks to tasks in CRM and/or other modules.
Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
Count the NUMBER of Contacts for an Account automatically
Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,
How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings
Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called
geographic search filter in map view
Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the
Announcement: Upcoming changes to the permission grant flow for OAuth apps
This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant
Add Google Workspace Module to Zoho Flow
Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and
How do i remove the Powered by Zoho logo from my careers page
Can I remove this?
Totals on Pivot Table
Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
Team Inbox is not working AGAIN
I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable
HOW TO USE ZOHO
IDK
Zoho account sign in with passkey
Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly
Pivot table with Text values - "Matrix Report"
User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability
Canvas View in Zoho Recruit
Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
Can Wisestamp email signature be use with Zoho mail?
Does a Wisestamp email signature work with Zoho mail?
WiseStamp
WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim
Power BI connector (Zoho Creator) to Zoho Projects
How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?
Update your Google connection with Zoho TeamInbox
Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who
Easy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
Sites Speed and Performance Grades
I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
Integrating Quotes with leads Information
Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes
Flow to follow up on trade fair contacts
Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.
Unknown error occurred
Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.
Zoho one
I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?
Dialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
Emailing lookup field but placing this as an ID or number rather than text
Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In
Search mails in shared mailbox
Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal
User Emails Blocked
Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.
Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
Is it possible to hide Developer Space for all user in Zoho Projects
Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.
API (v2) Search Criteria using CONCAT
With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way
Weekly Tips: Stay Focused with Email Snooze!
New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond right
Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks
Zoho Payroll's Year in Review 2024
As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Multiplying Weight of product by Quantity
I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that
Confirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
Frontal interview scheduling - room availability in office using Google Workspace?
Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability
Next Page