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.



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                                                                                                          • Related Articles

                                                                                                          • Introduction to Zoho Survey

                                                                                                            Zoho Survey was launched to cater to the growing needs of the survey market. Whether you're a business person, a professor, an artist, or a college student, Zoho Survey helps you communicate with a diverse audience. You can now create surveys by ...
                                                                                                          • Create a Survey

                                                                                                            Zoho Survey provides a user-friendly interface for creating customized surveys to help you start gathering customer feedback right away. There are four ways to create surveys: Create survey from scratch Using templates Copy from existing survey ...
                                                                                                          • Zoho SalesIQ

                                                                                                            By integrating with Zoho SalesIQ, you can track visitors returning to your website by their name and email addresses. This helps you understand how visitors navigate in real-time and connect with them using live chat support. Just map the Zoho Survey ...
                                                                                                          • Zoho CRM

                                                                                                            Integrating surveys with Zoho CRM helps synchronize all your survey responses within your CRM modules automatically. You can add survey links in CRM email templates and view the responses from your leads and contacts within Zoho CRM. You can also add ...
                                                                                                          • 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 ...
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