Why am I receiving an error stating "To integrate, an admin of this portal should be integrated with Zoho CRM"?
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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 ...Portal Setup
The user info widget enables you to manage portals, departments, user accounts, and plan details. There are quick access links to various sections, and links to download the mobile apps right from within the widget. You can configure your survey's ...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 ...Can Zoho Forms and Zoho Survey be used interchangeably with Zoho CRM?
Both Zoho Survey and Zoho Forms can be integrated with Zoho CRM. However, Zoho Survey can be used for more analytics in the survey data.Does the Zoho Survey - Zoho CRM integration cost additional money?
You can subscribe to Zoho Survey's Pro or Enterprise plan to use the integration. Zoho Survey is also part of the CRM Plus bundle. If you subscribe to CRM Plus, you just need to add the survey app under the CRM plus admin panel.