Supercharge your VoC analyses with data from anywhere: Modules are now sources for VoC

Supercharge your VoC analyses with data from anywhere: Modules are now sources for VoC

Dear customers,
 
We hope you're well!

Your customers talk about your brand, praise your service, criticize your offerings, or promote your business—literally from anywhere on the internet—and it has become strategically necessary to factor in all possible feedback to improve, optimize, and grow your business.
 
Foreseeing opportunities this feedback could bring, we've developed the ability to use any module as a source to process VoC analyses, and we're excited to talk about it.

A module as a source


Previously, VoC channeled various kinds of responses into Zoho CRM for analysis:
  • Tickets from Zoho Desk
  • Survey responses from Zoho Survey
  • Social media mentions from Zoho Social
  • Email responses from email integrations
  • Calls from PhoneBridge integrations
  • Notes from CRM records
All these are mostly service responses. However, customer opinions aren't just limited to their "official" feedback responses. You probably also receive feedback in the following forms, to name a few:
  • Comments on your social media posts
  • Reviews about your products
  • Discussions on community platforms
  • Messages on networking sites
  • Ideas in forums
  • Blog comments
These represent feedback your business gets externally, and tapping into them can benefit your business—big time.

But how do you do it?

The anchor is your business. By identifying your business's presence online and connecting various platforms with Zoho CRM, you can channelize this feedback as records and ultimately map these destination modules as sources of VoC data.
 
Zoho Marketplace, REST APIs, webhooks, Zoho DataPrep, and Zoho Flow are all various ways you can channelize this data. Here are some examples:

Analyze and act upon YouTube comments using Zoho Flow

Zoho Flow is Zoho's app integration tool, which connects applications and enables data to flow between them based on triggers and actions you can configure. Using it, you can trigger actions in Zoho CRM whenever a YouTube video gets a new comment. The action in Zoho CRM could be that a record is created or a field is updated from where data can be used for VoC processing.


Similarly, using Zoho Flow's gallery of readily available triggers, you can import reviews from Trustpilot, the Collect Reviews app, and Zoho Connect apps available in their gallery.
 

Gather real-time feedback from hotel guests using kiosks

With Zoho CRM's Kiosk Studio, you can collect customer feedback when they check out. Ask about their experiences using the fields available in Kiosk Studio's interface, save that data in dedicated modules or route it into an existing module, and use that module as a source for VoC processing.

Survey responses via Zoho DataPrep

Businesses use surveys for various reasons, and the Zoho Survey integration already funnels survey data into VoC analysis. If you use other data providers—like Zoho Forms or SurveyMonkey—you can identify, clean, and bring responses into Zoho CRM through Zoho's DataPrep application, and then subject it to VoC analysis.
 

Parse reviews from Zoho Marketplace and other B2B app stores

Your apps serve as other sources of customer feedback. Whether it's from a mobile app or a B2B marketplace, these apps are rich sources of reviews. This includes data from apps like Google Business, Amazon, Apple's App Store, the Google Play store, G2, Yelp, and other providers, from which you can derive data via code-based integrations.

Adding modules as sources


Once you have feedback from your desired sources stored in modules in Zoho CRM, it's time to add these modules as VoC sources.


Existing standard sources, like Zoho Desk, Zoho Survey, emails, calls, and social media, are called basic data sources. Any module you select as a source is called an advanced source.
 
NotesNote: Feedback from the Notes source is now nested as and parsed from a child module.
 
Here's how you configure any module as a source:

Under Module as a source, choose the source module that contains your reviews, then fill out the following fields:
  1. Display name: This labels the source module.
  2. Choose field for response to be extracted: This tells the system which field(s) to import data from—typically descriptive multi-line fields.
  3. Choose a response provider: This is your lead or customers. This tells the system whom the feedback should be attributed to and which record to associate the analysis with.
  4. Response time: This defines the time frame from which the system should include feedback data.
That's all you need to do. VoC will start importing your feedback data for analysis. To associate data with existing customers, you can also include them in your settings .

Derive insights from your modules and act on them

The minute your source modules are configured, you can build dashboards that include them, filter records based on their attributes, and automate workflows as you would for any other VoC response.


There—that's how you can add bring reviews from the Internet to power your VoC analyses.

With the emphasis on customer experience growing, we are working to boost VoC with more CX-bound capabilities each day. We shall meet you with one such in the near future. See you!

Release: Available for customers in all DCs

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian




        • Recent Topics

        • I want to subscribe 1 professional user but the email only 250 per day?

          When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

        • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

          Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

        • How do you map a user picklist field to another user picklist field.

          In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

        • Explore Competitive 3D Scanner Prices at Protomont Technologies

          The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

        • New and improved API resources for Zoho Sign Developers

          Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

        • Project Approval Process Workflow

          Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

        • Marketing Tip #5: Improve store speed with optimized images

          Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

        • Why can I not choose Unearned Revenue as an account on items?

          Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

        • Form Submission Emails

          Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

        • Rules not working properly

          I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

        • Notebook font size issue

          If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

        • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

          792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

        • cant use mail API

          I have generate Auth token from https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoMail/ZohoMailApi&EMAIL_ID=Zoho Mail Username or Email ID&PASSWORD=Your Zoho Mail Password and get the token but when i use that token on http://mail.zoho.com/api/organization/

        • Ampersand in URL parameter // EncodeURL does not work

          Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

        • how can we create in zoho crm a new contact when the looup does not find a similar existing one

          In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

        • Directory Websites

          Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

        • Manage Task on Mobile

          How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

        • Set Default Payment Method & Default account

          Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

        • Customer Portal on Zoho Desk

          Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

        • Computer Showing Offline in Unattended Access

          I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

        • Zoho CRM Portal Error

          Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

        • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

          You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

        • monetizing the courses

          Can I add a price for course enrollment ?

        • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

          Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

        • Copy paste from word document deletes random spaces

          Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

        • Taxes for EU B2B Transactions

          Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

        • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

          Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

        • CRM Related list table in Zoho analytics

          In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

        • Candidate Registration/Invitation

          It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

        • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

        • Where we can change the icon in social preview

          Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

        • I have error AS101 when I try to add paypal@mydomain.com to Zoho

          Please help me with this. I tried to call the help line 4 times but don't get any response.

        • VAT on Multiple Expenses

          Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add

        • Problema Verificacion con proveedor NIC.AR

          No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?

        • Agent assignment filter?

          Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

        • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

          Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

        • Kiosk Page Refresh

          We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

        • Tips & tricks: Make SalesIQ automations work for you

          Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

        • Add Custom Reports To Dashboard or Home Tab

          Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

        • Next Page