FAQ on Linking Contacts From Zoho CRM to Zoho Survey

How do I link contacts from Zoho CRM to Zoho Survey?


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                                                                              • 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 serve a diverse audience. You can now create surveys by using over 25 ...
                                                                              • 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 ...
                                                                              • 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.: ...
                                                                              • 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 three ways to create surveys: Create New Survey Choose From Template Copy Existing Survey Once you ...
                                                                              • 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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