Survey integration in Sandbox | Zoho CRM

Survey integration in Sandbox

Businesses look to develop a deep understanding of customer needs, stay aware of their preferences, and keep track of customer satisfaction. From finding the target market to monitoring post-purchase sentiment, surveys serve as structured and efficient tools for collecting data and deriving these insights.

Integrating a survey tool with a CRM allows you to create and send surveys to specific groups of customers quickly. Once you receive the responses, the survey data can be used to fill and augment the customer profiles present in a CRM. This gives customer-facing teams access to up-to-date and comprehensive information and helps them better serve their customers. Zoho Survey can be integrated with Zoho CRM to serve use cases like this.

Before using the Zoho Survey integration in your actual production environment, it's best to test it in a sandbox environment. This lets you see how the integration affects your CRM system and internal processes. Once you're satisfied with the testing, you can confidently deploy it to your live environment.

To learn more about this integration, see Zoho Survey integration - Overview.
To learn more about sandboxes, see: Sandbox overview.
Note
Since you can only integrate a Zoho Survey account with one CRM account (production or sandbox), please note the following points:
  1. Use the sandbox to test out a fresh Zoho Survey integration.
  2. An existing Zoho Survey integration in the production environment will not be copied to the sandbox during sandbox creation or rebuild.
  3. When the integration is deployed to the production environment, it will be deleted from the sandbox account.
  4. If you have an existing Zoho Survey integration in the production environment, you can integrate another Survey account in a sandbox. This helps you try out Survey or train employees in a safe environment.
  5. Please note that you will not be able to deploy any changes to the production environment as long as the existing integration is linked with it.
  6. To add a Zoho Survey account to a sandbox or a production environment that already has one:
    1. Deactivate the existing Survey account from the sandbox or production environment.
    2. Add the new Survey account, provided the new Survey account is not mapped to another sandbox or production environment.

Availability

Users with the Admin profile can:
  1. Integrate a sandbox account with Zoho Survey
  2. Deploy this integration to the production environment


To add the Zoho Survey integration to a sandbox

  1. Navigate to Setup > Data Administration > Sandbox.
  2. Click the sandbox where you want the integration.
  3. Click the Go to Sandbox button.
  4. In the sandbox, navigate to Setup > Marketplace > Zoho.
  5. Go to Zoho Survey and click Setup now.
  6. Click Get Started Now.
  7. If you don't have a Zoho Survey account linked to your email address, enter the Portal name and click Next. Otherwise, ignore this step.
  8. Select the Portal and Departments that you want to integrate with the CRM.
  9. Click Next.
  10. Click Add Users, select the users, and click Assign.
  11. Select the Zoho CRM Modules from which surveys can be sent.
  12. Click Done.
Note
If you want to configure the portal of another user to the CRM, you can:
  1. Click Configure another user's portal.
  2. In the Enter the admin's email address box, fill in that user's email address.
  3. Click Send for Approval.

Working with the Zoho Survey integration in a sandbox

To learn how to use the Zoho Survey integration, please refer to the following help documents:
  1. Zoho Survey Integration - Overview
  2. Setting up Zoho Survey Integration
  3. Create Surveys from Zoho CRM
  4. Sending Survey and Viewing Survey Response from CRM
Note
When sending surveys via email, please remember that emails will not be delivered to recipients. A CRM user would have to copy the survey link from the email related list of the customer and take the survey on their behalf.

To deploy the Zoho Survey integration from a sandbox to a production environment

  1. Navigate to Setup > Data Administration > Sandbox.
  2. Click on the sandbox from which you want to deploy the integration.
  3. In the Change Set list, select Zoho Survey under the Integrations component.
  4. Click the Deploy Changes to Production button.
  5. In the Are you sure you want to proceed with the deployment? popup, click Yes, Proceed.
  6. In the Start Deployment popup, click Yes, Proceed.
Note
You will not be able to deploy the survey integration to the production environment if:
  1. You have already integrated Zoho Survey in your production environment.
  2. You do not have the permission to deploy the integration.
  3. You are using survey integration fields in other places in the sandbox. For example, you've configured a workflow rule for the Campaigns module with the layout as 'Zoho Survey'.

To remove the Zoho Survey integration from a sandbox

  1. Navigate to Setup > Data Administration > Sandbox.
  2. Click the sandbox where you want to remove the integration.
  3. Click the Go to Sandbox button.
  4. In the sandbox, navigate to Setup > Marketplace > Zoho.
  5. Go to Zoho Survey and click Manage.
  6. Click Disable.
  7. In the popup that appears, select one of the following options:
    1. Retain data: Campaigns created using Survey will be retained. The integration will be disabled in this case and can be enabled again.
    2. Delete data permanently: All Campaigns will be moved to offline campaigns. The integration will be removed completely. You'll have to set it up all over again if you want to use it.
  8. Click I Understand. Disable Now.
Note
  1. You can't update a survey integration after it has been deployed to the production environment.
  2. Rebuilding a sandbox will remove the integration from that sandbox.
  3. Deactivating a sandbox will not remove the integration from that sandbox.
  4. Deleting a sandbox will remove the integration from that sandbox.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Zoho Survey Integration - Overview

                                                                                                        Surveys are useful marketing tools that help you enhance your business. It's a method by which you put specific questions to a group of people whose answers will help you improve your products or services. There are many applications to create ...
                                                                                                      • Social integration in sandbox

                                                                                                        Social media platforms like Twitter and Facebook have become vital for understanding and engaging customers. Zoho CRM allows you to monitor and engage with these platforms from within your CRM. This is possible because of the Zoho Social integration ...
                                                                                                      • Setting up Zoho Survey Integration

                                                                                                        Set up Zoho Survey Integration To integrate Zoho Survey with your Zoho CRM account Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Survey In the Zoho Survey Integration page, click Get Started ...
                                                                                                      • Deploying sandbox changes to production

                                                                                                        Sandbox mimics your production environment, allowing you to test real-time business scenarios with CRM data and deploy the configurations from sandbox to production without any impact on the original data. Examples: Create a blueprint, simulate a ...
                                                                                                      • Sending Survey and Viewing Survey Response from CRM

                                                                                                        Build a Survey In order to send an email survey from Zoho CRM, you must first create a survey using Zoho Survey. Go to https://survey.zoho.com/and choose from three options - Blank Survey, Template and Existing Survey - to build your survey. See ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources