Gérer une campagne via Zoho Survey -> Zoho CRM -> Zoho Campagain

Gérer une campagne via Zoho Survey -> Zoho CRM -> Zoho Campagain

      Bonjour,

Je suis nouvelle sur Zoho.
Ma demande est assez simple mais j'ai l'impression que Zoho ne permet pas de le faire.

Je dois faire partir plusieurs enquêtes à nos clients via deux manières : 
- Certaines enquêtes seront envoyées à la clôture d'une tâche dans le CRM
- Certaines enquêtes devront juste être envoyées manuellement mais en masse via une liste de contact en provenance du CRM (pré-sélectionné par des filtres) mais ne devront être tracées car nous avons besoin des données de segmentation pour faire les analyses

=> toutes les enquêtes doivent être visibles sur Zoho Survey et mes exports doivent contenir les données de segmentations utiles pour mes analyses
=> les réponses des enquêtes doivent remonter sur le CRM pour alimenter un champ (type NPS) 

Merci pour votre aide,
Gulia


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