Integrating responses to a ZOHO survey into a potential in ZOHO CRM
The satisfaction survey I've created can be sent via ZOHO campaigns to Contacts that have a Won potential against them. So far so good.
The next step is to integrate the responses to the questions back into ZOHO CRM. Here I can see that mandatory fields set up in ZOHO CRM Potentials filter through - so that I'm asked to select a corresponding question. See screen shot below.
Naturally the potential name, stage etc., shouldn't be overwritten with the answer to a question in the survey. I do not want to make these fields optional in ZOHO CRM.
Is there any way around this?
Thanks, Karen
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.