Zoho Survey Integration - Online Help - Zoho CRM

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 surveys. Zoho Survey is one such simple tool that helps you create and send surveys to your contacts easily.

Why Integrate Zoho Survey with Zoho CRM

Once you collect survey responses, the next step is usually to follow up with the respondents. For example, let's say you have mailed a bunch of survey questions to your leads in Zoho CRM. After you receive their responses, you may want to call them up and offer them deals based on their answers. To check the lead's details, you have to refer to the CRM database. For their email response, you switch to your inbox. Going back and forth this way for a big list of leads is a frustrating task, indeed.

Zoho Survey integration with Zoho CRM has been introduced to ease this very process.

This integration eliminates the need for you to manually put CRM and Survey data together. It will be done for you automatically. Your surveys are pushed inside Zoho CRM. You can send surveys to your leads and contacts from within CRM. Their survey responses are recorded in the Records Details page of the respective module. This way, you can view their survey responses contextually.

Besides letting you view the responses contextually, the integration enables automated updating of CRM data with Survey responses. When CRM fields are mapped with their respective survey questions, the answers given by users become data in the respective CRM fields. This saves you the trouble of manually skimming through records and gives you sufficient insight to make important business decisions.

In a Nutshell
  • Integrate your Zoho Survey account with Zoho CRM.
  • Your surveys will be pushed inside CRM.
  • Insert your survey links in Email templates
  • Send email surveys to leads/contacts from Zoho CRM
  • View a contact's survey response in the Lead/Contact Details pages.
  • Automatically update CRM data with Survey responses.
  • Draw insight from the combination of CRM data with Survey responses.
  • Pitch better offers to customers based on survey responses and insights.

Permission Required
Users need an active account with any plan in Zoho Survey to access this feature.

  • Administrators can set up this feature. Users need Manage Email Templates permission to insert survey links.
  • If you do not already have a Zoho Survey account, you can create one during this integration.
  • Integration with a free Zoho Survey account is subject to limitations. Limitation includes access to only a partial Summary Report while viewing Survey Responses.
  • Integration with paid Zoho Survey accounts do not have this limitation. The number of surveys that can be sent will vary based on the user's Zoho Survey Edition.
    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

          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide

                    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 SalesIQ Resources

                                        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

                                                                          • 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 ...
                                                                          • Zoho Projects Integration - Overview

                                                                            Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project ...
                                                                          • 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 ...
                                                                          • Configure Zoho Projects Integration

                                                                            Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...
                                                                          • Working with Zoho Desk Integration

                                                                            Zoho CRM lets you integrate your Desk and CRM accounts. This integration is aimed at providing a single platform to view and respond to the customer tickets right within the CRM account. As an administrator you can initiate integration between CRM ...
                                                                          Wherever you are is as good as
                                                                          your workplace



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


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


                                                                            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