Integrate Zoho CRM with Zoho Survey- Unified Integrations | Admin Guide - Zoho One

Integrate Zoho CRM with Zoho Survey

Overview

This integration eliminates the need for you to manually put CRM and Survey data together.
  1. Integrate your Zoho Survey account with Zoho CRM.
  2. Your surveys will be pushed inside CRM.
  3. Insert your survey links in Email templates
  4. Send email surveys to leads/contacts from Zoho CRM
  5. View a contact's survey response in the Lead/Contact Details pages.
  6. Automatically update CRM data with Survey responses.
  7. Draw insight from the combination of CRM data with Survey responses.
  8. Pitch better offers to customers based on survey responses and insights.
The steps to integrate vary between the three User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
One Experience UI
Spaces UI
Unified UI
One Experience UI

To enable the integration,

  1. Sign in to Zoho One, then Click Admin Panel icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.

  4. Click CRM click Available; All the available integrations will be listed.
  5. Click Enable against Survey.
Notes
Note: Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

  1. Sign in to Zoho One, then Click Admin Panel icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click CRM, and go to Active tabs.
  5. Click the kebab menu  against Survey, then click Deactivate.
  6. Read the confirmation message and click Deactivate.
Notes
Note: While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One, then Click Admin Panel icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click CRM, and go to Active tabs.
  5. Click the kebab menu  against Survey, then click Delete.
  6. Read the confirmation message and click Delete.
Notes
Note: Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.
Spaces UI

To enable the integration,

  1. Sign in to Zoho One, then Click Directory Settings icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.

  4. Click CRM click Available; All the available integrations will be listed.
  5. Click Enable against Survey.
Notes
Note: Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

  1. Sign in to Zoho One, then Click Directory Settings icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click CRM, and go to Active tabs.
  5. Click the kebab menu  against Survey, then click Deactivate.
  6. Read the confirmation message and click Deactivate.
Notes
Note: While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One, then Click Directory Settings icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click CRM, and go to Active tabs.
  5. Click the kebab menu  against Survey, then click Delete.
  6. Read the confirmation message and click Delete.
Notes
Note: Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.
Unified UI

To enable the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.

  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
Note: Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click  , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
Note: While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click  , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Note: Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.