Integrations
Is it possible to send surveys from leads, or do I have to move them to contacts first?
You can do this with leads.
If I have Zoho CRM integrated with Zoho Survey, is it possible to include CRM field values in survey introduction pages?
No, it is not currently possible to do this on the introduction page.
Is it possible to pull a contact list from Zoho CRM plus to send out surveys?
Sorry, this is currently not possible. You will need to upload the list manually within Zoho Survey's email distribution. If you are using Zoho Campaigns to send out the surveys, you can sync your Zoho CRM contacts.
Can I send surveys via Marketing Automation to our contacts?
Zoho Survey provides integration with both Zoho Campaigns and Marketing Automation. However, you can only integrate with one of them at a time.
How do I view survey responses linked to a CRM record?
Integrate your Zoho Survey account with Zoho CRM and sync the contacts from Zoho Campaigns with Zoho CRM, as well. Once this is done, all the surveys sent via Zoho Campaigns will come as a related list under Zoho CRM.
If I subscribe to Zoho CRM Plus and cancel my Zoho Survey subscription, will the info in my current surveys be carried over to the new CRM Plus account?
If both subscriptions are registered under the same email address, you can use the standalone survey account in the Zoho CRM plus bundle to avoid any data loss. If you registered Survey and CRM Plus using two different email addresses, you can ...
Does the Zoho Survey - Zoho CRM integration cost additional money?
You can subscribe to Zoho Survey's Pro or Enterprise plan to use the integration. Zoho Survey is also part of the CRM Plus bundle. If you subscribe to CRM Plus, you just need to add the survey app under the CRM plus admin panel.
Can I map the records to the Accounts module?
Yes, you can integrate the survey with the Accounts module and update the account fields with the survey information. Read more...
What should I do if Zoho Survey does not appear in the marketplace?
If Zoho Survey is not listed in the marketplace, it could be because you are not an admin. You can contact your Zoho CRM admin to connect your survey app with Zoho CRM. Make sure you have a Pro edition or above to perform this integration. If you ...
Besides customer feedback, are there other use cases to consider while integrating Zoho Survey with Zoho CRM?
Yes, there are multiple use cases to integrate surveys with CRM. For example, you could automatically push the collected survey field data into CRM fields without any manual work, such as exporting the data and importing them into your CRM account.
What are the pros and cons of using Zoho Campaigns vs Zoho Survey?
Both applications support CRM integrations. However, using Zoho Campaigns, you can sync your contacts with Zoho CRM and send out the survey to your entire mailing list all at once. The responses will be updated in the CRM > Zoho Survey section. You ...
Can Zoho Forms and Zoho Survey be used interchangeably with Zoho CRM?
Both Zoho Survey and Zoho Forms can be integrated with Zoho CRM. However, Zoho Survey can be used for more analytics in the survey data.
Do we need to upgrade to access Zoho Survey if we already have Zoho One?
You needn't upgrade if you already have Zoho One as Zoho Survey's Enterprise edition access is available with Zoho One license. Please contact support@zohoone.com if this does not work after adding the survey application under Zoho One admin panel.
Can I integrate my survey with CRM with a Plus account?
You will need to have a Pro edition or higher to use Zoho CRM integration. You can upgrade from the Plus to the Pro plan by paying the difference in cost. See our pricing chart here.
Does the integration apply for CRM Contacts and Accounts as well?
Yes, you can integrate surveys with the Contacts and Accounts module. However, although you can send emails from the Contacts module, this isn't possible from the Accounts module, as it's a group of contacts.
Will the integration work for a triggered email survey, such as the one that goes out a few days after a case is closed?
Yes, the integration will work, but make sure you add the survey link in the email template using the survey link option in the template editor.
Is there a way to track the changes that have been made to the records in Zoho CRM?
Yes, you can track the changes and view the history of answers to all the surveys under the survey-related list next to individual CRM records. You can also filter the responses in the report section of the Zoho Survey.
Can a survey help identify visitors in Zoho SalesIQ if they are in the CRM records?
This is not currently possible. However, you can integrate Zoho Survey with Zoho SalesIQ to track the visitors. This will help prepopulate your survey respondents' information in the Zoho SalesIQ chat window. Read more here.
Why am I receiving an error stating "To integrate, an admin of this portal should be integrated with Zoho CRM"?
Zoho Survey and Zoho CRM work with admin credentials. Your Zoho Survey admin will have to integrate one of your surveys with Zoho CRM in the Hub tab. Once this is done, all your users will be able to integrate surveys with CRM.
If a lead or contact is already in Zoho CRM, will survey responses update the existing record?
The duplicate record will be updated in Zoho CRM based on the field mapping and sync type you choose. Zoho CRM checks for duplicate records by using system-defined duplicate check fields. Click here to know more.
Will survey responses automatically create new records or update existing records in Zoho CRM?
This will only work if you have integrated your survey with Zoho CRM. While you integrate your survey with CRM, you need to choose a module and sync type. For example, if you select the Contacts module, it will either create a new record or update ...
How do I link contacts from Zoho CRM to Zoho Survey?
Read on linking contacts from Zoho CRM to Zoho Survey.
If we are sharing the same survey form in every quarter, is it possible to compare the results or find out the satisfaction score for every quarter?
You can use Zoho Analytics to compare the results of your surveys quarterly.
Do I need to ask for my recipient email address as part of the survey?
You can either ask them explicitly or collect the email addresses by sending the survey through Zoho Campaigns or Zoho CRM. You can also use the custom variable feature to get this done.
Can I segregate the email addresses from within my CRM account to create different surveys?
You can use survey templates built within CRM for each survey and send them to your CRM contacts by selecting them individually.
Is there a way to choose emails from Zoho CRM to send out surveys?
You can use the integration with Zoho CRM to send the surveys directly from within the CRM account. Perform the following steps: Connect your Zoho Survey app with Zoho CRM on the Zoho CRM Set up page. Create an email template for adding the survey ...
Is it possible to communicate with Zoho People and pull out the employee email addresses for an internal survey?
We do not currently have an integration with Zoho People.
Is there an integration available with SendinBlue?
As of now, we don't support this integration. However, you can either use the Webhook integration or the Trigger function feature to push your survey data to SendinBlue. Read more here.
Is it possible to sync the survey with CRM and have the answers shown under the right contact?
Yes, if the survey is sent to your contacts using Zoho CRM email templates, then the responses will be synced back to the appropriate contact. Read more here.
Do the respondents have to be contacts in my CRM before I send out a survey?
Not necessarily. You can also send surveys to the contacts who are not present in your list, and later perform a sync to add them to CRM.
How can I get the various page statistics on my survey with Zoho Survey?
If you need more statistics on your survey than the ones shown in the Reports section, Zoho Survey's integration with Google Analytics, Google Tag Manager, and Facebook Pixel can help. The integration can also help you analyze your survey's page ...
How do I remove my CRM integration?
You can easily remove the integration with Zoho CRM in two simple steps. Click the Integration tab in your Zoho Survey account. Click Remove Integration.
Is there an option to pull the email addresses of my respondents from CRM and pre-populate in the survey?
You can pull the email address from Zoho CRM and prepopulate it in the survey. If the survey email invitation is sent from Zoho CRM, please perform the following steps: Navigate to the survey builder and click the Hub tab. Click Integrate in the Zoho ...
Can I send out surveys from within CRM?
Yes, you can send out surveys from within CRM. Read more on this here.
How do I unlink my survey from Facebook and Google?
You can unlink your Facebook and Google accounts from Zoho Surveys in a few easy clicks: Click Setup in your Zoho Survey account. Click Integration. Click Disconnect in the Google and Facebook sections.
How can I get Zoho Survey integrated with SalesIQ or have survey statistics?
To integrate the Zoho Survey with Zoho SalesIQ, please perform the following steps: Log on to your Zoho Survey account. Click Zoho SalesIQ in the Integrations section and select Integrate. The portals that are available will be listed in the ...
Is there a provision to integrate Zoho Survey with Zoho Analytics so that I can customize the reports to display the results of my survey?
You can use the Zoho Analytics connector to create and analyze your reports in Zoho Survey. Read more here.
How can I map contact information collected from a survey (First Name, Last Name, Billing Address, and so on) to CRM?
Zoho Survey can be integrated with Zoho CRM leads/contacts to create or update their responses in CRM. Read more here.
Can I get the Lead ID from Zoho CRM to Zoho Survey to auto-populate when the survey is sent to the responder?
Yes, it is possible to prepopulate the lead ID from Zoho CRM to Zoho Survey. To do this, perform the following steps: Add a short answer question in your survey. Type in a question name (Lead ID). Select Prepopulate answer. Type in a parameter (e.g.: ...