Zoho Survey Integration | Online Help - Zoho CRM

Setting up Zoho Survey Integration

Set up Zoho Survey Integration

To integrate Zoho Survey with your Zoho CRM account

  1. Log into your Zoho CRM account with Administrator privileges.
  2. Go to Setup > Marketplace > Zoho > Zoho Survey
  3. In the Zoho Survey Integration page, click Get Started Now.
To configure Zoho Survey account
  1. If you already have a Zoho Survey account, you can select the portal you want to map to. You can also choose a department within the portal. You can choose multiple departments as well.
  2. Click Add Users and select the Users you would like to add in Zoho Survey and click Assign.
  3. Select the modules from which you would like to send surveys. You can later unselect those modules from which you don't want to send surveys.
  4. Click Done.
  5. Once you enable Zoho Survey integration with Zoho CRM, you can start sending surveys from the selected modules. 

    In case the integration is disabled, you can enable it from the integration page in CRM.

 Deactivate Zoho Survey Integration

You can deactivate Zoho Survey Integration at any time. Deactivation of the integration does not interfere with the Zoho survey account settings. You can continue to build surveys from your Zoho Survey account. On deactivating:

  1. You can choose to retain data or delete the data permanently.

    Retain Data - All the survey campaigns created will be retained. You cannot create a new survey campaign.
    Delete Data Permanently - The survey campaigns created will be moved to offline campaigns.
  2. The Zoho Survey link will no longer be available while creating Email templates. However, the Email templates containing the Survey links will not be removed, unless you delete the templates manually. The Survey links will continue to work. But if someone responds it will not be captured in Zoho CRM upon deactivation.

To deactivate Zoho Survey Integration

  1. Go to Setup > Marketplace > Zoho > Zoho Survey.
  2. On the Zoho Survey Integration page, click Disable.
    A popup appears asking what you would like to do with the existing data.

  3. Choose the appropriate option and click I Understand, Disable Now.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • Setting up and Configuring Zoho Finance Suite Integration

                                                                                                                          Some content may only be available to specific users. Please note that Zoho Subscriptions is now Zoho Billing. The Zoho Finance Suite integration allows you to integrate your Zoho Books, Zoho Invoice, Zoho Expense as well as Zoho Subscription ...
                                                                                                                        • Setting up Zoho Cliq Integration

                                                                                                                          When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest ...
                                                                                                                          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