Zoho Survey can be integrated with CRM only through the CRM web. Refer to this document for more details.

1. Create surveys
   
2. Send surveys
   
3. Take surveys
   
4. View response
   
5. Download response as PDF
   

To create a survey 

1. Open the record.
   
2. Scroll down to the Zoho Survey in the related list.
   
3. Tap the plus icon () > Create survey.
   
4. On the Zoho Survey page, tap Create Survey.
   
5. Enter the required details:
   Survey Name (eg: Shopping feedback survey)
   Category (eg: Ecommerce)
6. In the Create Survey page, add your questions and options (if applicable).
   
7. Tap Publish.
   
   

To send a survey 

1. Open the record.
   
2. Scroll down to the Zoho Survey related list.
   
3. Tap the plus icon () > Send Survey.
   
4. Select your survey (the link will be auto-generated).
   
5. Enter a Text to Display (optional) to hyperlink the survey link.
   
6. Tap to Send.

Alternative method:

1. Go to the Email compose page > tap the More icon ()> Insert Survey Link.
   

To take a survey 

1. Open the record.
   
2. Scroll down to the Zoho Survey related list.
   
3. Tap the plus icon ()> Take Survey.
   
4. Choose the survey.
   
5. Enter the responses.
   
6. Tap Submit.
   

To view responses 

1. Open the record.
   
2. Scroll down to the Zoho Survey in related list.
   
3. Tap View Response.
   
4. View customer responses along with details like time taken, start time, completion time, and more.
   

To download responses as a PDF 

1. Open the record.
   
2. Scroll down to the Zoho Survey related list.
   
3. Tap View Response.
   
4. Tap PDF.
   
5. Choose settings:
   
   - Orientation: Portrait / Landscape
   
   - Paper Size: A4, US Letter, or US Legal
   
   - Response View: Shown Questions, All Questions, or Answered Questions
   
   - Password Protection (optional)
6. Tap Export.