FAQ on Syncing Zoho Survey With Zoho CRM and Have Responses Mapped Under Your CRM Contact

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.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • 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   To create ...
                                                          • 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 ...
                                                          • Is it possible to pull a contact list from Zoho CRM plus to send out surveys?

                                                            Sorry, this is not currently 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 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.: ...
                                                          • What is the difference between a survey and a poll?

                                                            A poll can be used to collect votes or to record an opinion. Surveys are online questionnaires that can be sent out to respondents to collect their responses. Surveys can also be used as a poll.

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources