FAQ on Prepopulating Email Address Using the Zoho Survey-Zoho CRM Integration

Is there an option to pull the email addresses of my respondents from CRM and pre-populate in the survey?

You can pull the email address from Zoho CRM and prepopulate it in the survey.

If the survey email invitation is sent from Zoho CRM, please perform the following steps:

  1. Navigate to the survey builder and click the Hub tab.
  2. Click Integrate in the Zoho CRM section, and select the required CRM module. 
  3. Use the sync type as Update record.
  4. Select the checkbox Prepopulate survey answers with information from Zoho CRM.
  5. Map the Email field from Zoho CRM with the Email question in Zoho Survey.
  6. Click Save
When the surveys are sent from Zoho CRM, the mapped Email field will automatically be prepopulated with the data from Zoho CRM.  
  1. Log on to your Zoho Survey account.
  2. Add an Email question.
  3. Select Prepopulate answer.
  4. Click URL Parameter in the Value from dropdown.
  5. Type in the parameter name as Email in the Parameter Name text box.
  6. Click Save.
  7. Navigate to the Launch tab and click Publish.
  8. Copy the survey URL from the web link text box.
  9. After completing this, log in to your Zoho CRM account.
  10. Click the Settings icon and select Setup.
  11. Select Templates in the Customization section.
  12. Click New Template.
  13. Click Select Module and select Next.
  14. Select a Blank Template.
  15. Type in the Name and Subject for the template which will be available at the top left corner of the page.
  16. Paste the survey URL and type in '?' followed by 'parameter name=' (symbol) in the content text area.
  17. Add a '#' symbol, and you will see the merge tags available in CRM.
  18. Select the merge tag corresponding to the parameter name. For example, if email is your parameter name, then it should be appended to the survey URL as (https://survey.zohopublic.com/zs/HPCuOF?email=${Lead Email}).
  19. Copy the entire text (survey URL with the custom variable appended to it) and click the Create Link icon next to the bullet list icon.
  20. Paste the copied text in the Enter Web URL text box.
  21. Type in a title for the URL in the Title text box, then click Save.
  22. Go back to the Zoho CRM homepage and select the module in which you have created the template. For example, if it was a lead module then, select the Lead module and select the leads to whom you want to send the survey. Click Send Email and select the created email template, and click Send.




    Redefine the way you work
    with Zoho Workplace

      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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Still can't find what you're looking for?

                    Write to us: support@zohoforms.com


                          



                          





                        Secure your business
                        communication with Zoho Mail


                        Mail on the move with
                        Zoho Mail mobile application

                          Stay on top of your schedule
                          at all times


                          Carry your calendar with you
                          Anytime, anywhere




                                  Zoho Sign Resources

                                    Sign, Paperless!

                                    Sign and send business documents on the go!

                                    Get Started Now


                                        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











                                                                              Wherever you are is as good as
                                                                              your workplace

                                                                                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