FAQ on Sending Emails from Your Zoho Survey Account Within Zoho CRM

Can I send out surveys from within CRM?

Yes, you can send out surveys from within CRM. Read more on this here.


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                                                                                                          • Related Articles

                                                                                                          • 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.
                                                                                                          • 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 ...
                                                                                                          • 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.
                                                                                                          • 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 ...
                                                                                                          • Search Surveys

                                                                                                            The search option helps locate specific surveys without having to go through the entire list of surveys, thus saving time in finding surveys. The search options available in Zoho Survey are: Search by the universal search bar Search by Tags pane ...
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