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 Now.
- 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.
- Click Add Users and select the Users you would like to add in Zoho Survey and click Assign.
- 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.
- Click Done.
- 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:
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.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
- Go to Setup > Marketplace > Zoho > Zoho Survey.
- On the Zoho Survey Integration page, click Disable.
A popup appears asking what you would like to do with the existing data. - Choose the appropriate option and click I Understand, Disable Now.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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
The Zoho Finance Suite integration allows you to integrate your Zoho Books, Zoho Invoice, Zoho Expense as well as Zoho Subscription accounts with Zoho CRM. As a result you can view and monitor invoices, estimates, purchase orders, sales orders, ...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 ...