Survey and CRM leads - how do they connect?
Zoho -
I want to create a survey that will have 2 purposes.
1.) Gather important feedback
2.) Gather contact information about the person who took the survey - example: First Name, Last Name, phone, email, etc...
If I am using a Zoho product, I would expect that your products work together (that's the whole point of using one provider). So please tell me how I can gather their contact information, which will create a NEW LEAD in my CRM and show me a link within the CRM to their responses?
Please provide your solution.
Thank you