Zoho Survey updating a Deal stage on Zoho CRM
Hi,
I have a deal pipeline to help my firm onboard clients quicker. As part of this we ask for a client to fill in a questionnaire (on Zoho Survey). I have linked up CRM and Survey and to the deals module. The survey is linked via the user ID. This works and i can see the respononse in the correct place.
I would like this to update a pipeline stage to "Questionnaire Received". I have tried doing this by placing a hidden prepopulated field. I have linked and mapped it correctly but evreytime I do the survey is says question skipped.
Can anyone help on this or is there another way I can get this to automatically update.
Thanks
Jon