Unlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension

Unlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension



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.

If you have any questions, please leave a comment below or contact us at support@zohomarketplace.com. We will gladly assist you!

    • Recent Topics

    • Reconciliation - Show Transactions After End Date

      I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions
    • Auto populate email field in zoho form

      Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?
    • Option to accept and pay for estimate from Public Estimate link?

      Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would
    • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

      Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select
    • Easily track referrals with Zoho Forms

      Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of
    • Add an email to an existing ticket is not working

      I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email
    • New CRM to Campaigns Sync Doesn't Continue Making Updates

      Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support
    • Zoho Integration with UPS

      I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than
    • Cannot log in to IMAP account as of last night

      Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for
    • Low Stock View

      We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead
    • Improve History Feature in Zoho Inventory

      At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include
    • Show backordered items on packing slip

      We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things
    • Document | Files

      The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would
    • books+POS+ tap to pay+ stripe

      So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square
    • Canvas Form View - Client Script Page on load - Url params not working

      We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer
    • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

      Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email
    • Is it possible to set a customer context variable in Zobot

      Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use
    • Cannot change Blog Title

      There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?
    • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

      Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with
    • How to verify website ownership with google search console

      Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.
    • "SPF record exceed the allowed limit of 10"

      Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?
    • Animated GIF Images in Chat

      I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing
    • I can't seem to login in to Mail Apps of MacOS /IOS

      Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials
    • Profile Image Showing Incorrectly in Zoho Mail

      Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make
    • I need access to my old email

      I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that
    • Set Defaults for Email Groups

      Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned
    • LOGS FOR RECEIVED MAIL ( READ DATE & TIME)

      In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.
    • Domain verification probem

      Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.
    • Switching to Cloudflare email routing from Zoho Mail

      Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archived
    • Un Subscription Button

      How can i Add the Un Subscription Button in Zoho mail
    • Documents unable view and need to downlad

      I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.
    • we encountered a problem while sending your email. please try again later.

    • Adding and removing people from groups

      We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.
    • MAIL SEARCH IS NOT WORKING

      THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIEST
    • URL Parameter on Help Center SIgn in link

      Is it possible to add a url parameter to the sign in link on the Help Center?
    • migrating from HelpScout

      I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?
    • Layout Rules Don't Apply To Blueprints

      Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now
    • Article Name Sorting in Zoho Desk Knowledge Base (agent / admin side)

      Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especially
    • How to parse JSON data with SQL in Zoho Analytics?

      Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL is
    • Add an Equation Field (Or update the Formula Field)

      Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan
    • Next Page