FAQ on Identifying Zoho SalesIQ Visitors from CRM Records Using the Zoho Survey-Zoho CRM Integration
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.