Supercharge your VoC analyses with data from anywhere: Modules are now sources for VoC

Supercharge your VoC analyses with data from anywhere: Modules are now sources for VoC

Dear customers,
 
We hope you're well!

Your customers talk about your brand, praise your service, criticize your offerings, or promote your business—literally from anywhere on the internet—and it has become strategically necessary to factor in all possible feedback to improve, optimize, and grow your business.
 
Foreseeing opportunities this feedback could bring, we've developed the ability to use any module as a source to process VoC analyses, and we're excited to talk about it.

A module as a source


Previously, VoC channeled various kinds of responses into Zoho CRM for analysis:
  • Tickets from Zoho Desk
  • Survey responses from Zoho Survey
  • Social media mentions from Zoho Social
  • Email responses from email integrations
  • Calls from PhoneBridge integrations
  • Notes from CRM records
All these are mostly service responses. However, customer opinions aren't just limited to their "official" feedback responses. You probably also receive feedback in the following forms, to name a few:
  • Comments on your social media posts
  • Reviews about your products
  • Discussions on community platforms
  • Messages on networking sites
  • Ideas in forums
  • Blog comments
These represent feedback your business gets externally, and tapping into them can benefit your business—big time.

But how do you do it?

The anchor is your business. By identifying your business's presence online and connecting various platforms with Zoho CRM, you can channelize this feedback as records and ultimately map these destination modules as sources of VoC data.
 
Zoho Marketplace, REST APIs, webhooks, Zoho DataPrep, and Zoho Flow are all various ways you can channelize this data. Here are some examples:

Analyze and act upon YouTube comments using Zoho Flow

Zoho Flow is Zoho's app integration tool, which connects applications and enables data to flow between them based on triggers and actions you can configure. Using it, you can trigger actions in Zoho CRM whenever a YouTube video gets a new comment. The action in Zoho CRM could be that a record is created or a field is updated from where data can be used for VoC processing.


Similarly, using Zoho Flow's gallery of readily available triggers, you can import reviews from Trustpilot, the Collect Reviews app, and Zoho Connect apps available in their gallery.
 

Gather real-time feedback from hotel guests using kiosks

With Zoho CRM's Kiosk Studio, you can collect customer feedback when they check out. Ask about their experiences using the fields available in Kiosk Studio's interface, save that data in dedicated modules or route it into an existing module, and use that module as a source for VoC processing.

Survey responses via Zoho DataPrep

Businesses use surveys for various reasons, and the Zoho Survey integration already funnels survey data into VoC analysis. If you use other data providers—like Zoho Forms or SurveyMonkey—you can identify, clean, and bring responses into Zoho CRM through Zoho's DataPrep application, and then subject it to VoC analysis.
 

Parse reviews from Zoho Marketplace and other B2B app stores

Your apps serve as other sources of customer feedback. Whether it's from a mobile app or a B2B marketplace, these apps are rich sources of reviews. This includes data from apps like Google Business, Amazon, Apple's App Store, the Google Play store, G2, Yelp, and other providers, from which you can derive data via code-based integrations.

Adding modules as sources


Once you have feedback from your desired sources stored in modules in Zoho CRM, it's time to add these modules as VoC sources.


Existing standard sources, like Zoho Desk, Zoho Survey, emails, calls, and social media, are called basic data sources. Any module you select as a source is called an advanced source.
 
NotesNote: Feedback from the Notes source is now nested as and parsed from a child module.
 
Here's how you configure any module as a source:

Under Module as a source, choose the source module that contains your reviews, then fill out the following fields:
  1. Display name: This labels the source module.
  2. Choose field for response to be extracted: This tells the system which field(s) to import data from—typically descriptive multi-line fields.
  3. Choose a response provider: This is your lead or customers. This tells the system whom the feedback should be attributed to and which record to associate the analysis with.
  4. Response time: This defines the time frame from which the system should include feedback data.
That's all you need to do. VoC will start importing your feedback data for analysis. To associate data with existing customers, you can also include them in your settings .

Derive insights from your modules and act on them

The minute your source modules are configured, you can build dashboards that include them, filter records based on their attributes, and automate workflows as you would for any other VoC response.


There—that's how you can add bring reviews from the Internet to power your VoC analyses.

With the emphasis on customer experience growing, we are working to boost VoC with more CX-bound capabilities each day. We shall meet you with one such in the near future. See you!

Release: Available for customers in all DCs

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian

    • Recent Topics

    • Zoho Forms - Print Button on Forms

      Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.

    • Putting Watermark on Zoho Sheet

      Can this be done?

    • Validation function not preventing candidates under 18 or over 30 from submitting the web form

      Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.

    • Report to know the history of certain Tickets on Desk

      Hi there guys, As the title implies we're wondering if there's any way to get some kind of Report that allows us to check the History of various Tickets at the same time since as of today if we want to know that we have to check them 1 by 1 which is not

    • Advanced Usage Billing: Prepaid with Drawdown

      Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering a

    • Zoho Commerce in multiple languages

      When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?

    • Urgent Zoho Creator down!!!???

      Now my zoho creator faced this issue. Anyone has idea? Urgent!!!

    • The Social Wall: September 2025

      Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the

    • Portal For Different Apps

      I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place

    • Introducing Detailed View for Candidates in Vendor Portal

      We’ve added a new Details sub-tab inside the Vendor Portal to help vendors easily view complete candidate information after submission. With this update, vendors can now access all candidate details, from personal information to associated job openings,

    • Zoho Writer to Zoho Sign Template Misalignment – Request for Community

      We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generates

    • Zoho One Down

      Zoho Team, Checking if when the services up - currently Zoho One is down

    • How can I track which zoho users are actively using Zoho CRM

      I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

    • Access to Detail View From HTML Snippet

      Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,

    • Billing Management: #10 Solving Common Mistakes in Billing

      Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending

    • 【開催間近 - 10/17】東京 ユーザー交流会 Vol.3 参加登録 受付中！(参加無料)

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ ZOHOLICSよりも小規模なイベントですので、「リアル開催はちょっと緊張する…」という方も、安心してご参加いただけます✨ 当日は、初公開の事例を2つご紹介予定です！ なお、セッション映像のアーカイブ配信は予定していないため、会場にお越しいただいた方だけが、登壇者へ直接質問したり、リアルな声を聞いたりできる貴重な機会となっています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    • Loading CSS Stylesheets into HTML Snippet

      Combining html/css into a single snippet can grow quite large for a UI that has a lot of functionality/styling. To keep things tidy, are we able to pull files into an html snippet using a <link> tag? If so, what are some best practices?

    • Notes Attachments

      Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you

    • Canvas: empty images

      Hello. If I add an image field like contact photo in a Canvas design, and the field is empty, there is an ugly placeholder in its place. This doesn't happen in the standard view. In the standard view, if the contact photo is empty, nothing appears in

    • Google enhanced conversions not working

      Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup

    • MS Teams Meeting to Zoho CRM

      Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

    • Font Size 11 - Zoho CRM Email Templates

      Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

    • Subforms in stateless forms

      I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • How do I move a section or element from one page to another in the NEW Zoho Sites UI

      I have a section on my home page with numerous elements within it and I'd like to move the entire section to a different page on my site so I don't have to recreate it from scratch.  Is there a way for me to do that easily? I could use a quick answer on this please.

    • Zoho Projects app update: Global Web Tabs support

      Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

    • Export as MP4 or GIF

      Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon

    • Page Layout- Horizontal Rule

      When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields?  I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section.  If this is not possible, does anybody have any other suggestions on how to create this same effect?   Thank you!

    • Zoho Books will discontinue support for older browser versions soon

      Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100

    • Zoho Projects - Q3 Updates | 2025

      Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and

    • Zoho Sheet - Printing - Page Breaks and Printing Customization

      I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

    • Issue with Trident exe file

      Hello Team, Exe Setup file It's showing harmful for user pc please check and do needful. this message for developer team. Thanks Bhargav Purohit

    • Different languages for users

      Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,

    • Transaction Locking with the dynamic date

      Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today

    • Unable to change sales_order status form "not_invoiced" to "invoiced"

      I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting

    • Apply Vendor Credits Automatically

      We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?

    • Apply Vendor Credit Automatically

      Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the

    • Need Easy Way to Update Item Prices in Bulk

      Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

    • Creator problem: Edit form View not displaying whole form

      I'm having problems with the form in my database. The edit view is not showing the whole form: This is how it looks in the normal view: As you can see, there is a whole section in the bottom right of the form which is not displaying in the Edit View. This means that I can't change or delete any of these fields... Anybody had a similar problem or know a solution? Any help would be appreciated.   Cheers,

    • Vendor Master Enhancements for Faster Purchase Entry

      I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

    • Next Page