FAQ on Creating Zoho Survey Records in Zoho CRM

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 the existing record in the Contacts module based on the sync type you choose.

    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 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 ...
                                                      • 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 ...
                                                      • If a lead or contact is already in Zoho CRM, will survey responses update the existing record?

                                                        The duplicate record will be updated in Zoho CRM based on the field mapping and sync type you choose. Zoho CRM checks for duplicate records by using system-defined duplicate check fields. Click here to know more.
                                                      • 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.: ...

                                                      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