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

    • Want to use Zoho Books in Switzerland. CHF support planned?

      Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

    • Weekly Tips : Teamwork made easy with Multiple Assignees

      Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders

    • Best way to share/download presentation files in Zoho without losing formatting?

      Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there

    • Celebrating Connections with Zoho Desk

      September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism

    • What is Resolution Time in Business Hours

      HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

    • How use

      Good morning sir I tried Zoho Mail

    • Adding Overlays to Live Stream

      Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,

    • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

      I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 

    • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

      Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

    • Zoho Flow - Update record in Trackvia

      Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to

    • Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

      Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current

    • Rename Record Summary PDF in SendMail task

      So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this

    • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

      in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder

    • Estimates with options and sub-totals

      Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks

    • Optional Items Estimate

      How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....

    • Important Update : Zendesk Sell announced End of Life

      Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,

    • Zoho Sheets

      Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.

    • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

      La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement

    • Top Bar Shifting issue still not fixed yet

      I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

    • Power of Automation:: Automate the process of updating project status based on a specific task status.

      Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer

    • Attention API Users: Upcoming Support for Renaming System Fields

      Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

    • Billing Management: #3 Billing Unbilled Charges Periodically

      We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the

    • No bank feeds from First National Bank South Africa since 12 September

      I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect

    • Citation Problem

      I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Failing to generate Access and Refresh Token

      Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get

    • Zeptomail 136.143.188.150 blocked by SpamCop

      Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150

    • Apply transaction rules to multiple banks

      Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

    • How to bulk update records with Data Enrichment by Zia

      Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?

    • Need Guidance on SPF Flattening for Zoho Mail Configuration

      Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

    • How do I split a large CSV file into smaller parts for import into Zoho?

      Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller

    • Client Script Payload Size Bug

      var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":

    • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

      Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my

    • Messages not displayed from personal LinkedIn profile

      Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

    • lead convert between modules

      Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the

    • Flow Task Limits - How to Monitor, Understand Consumption?

      So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,

    • Cross References Do Not Update Correctly

      I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • How to Track and Manage Schedule Changes in Zoho Projects

      Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges

    • Is there a notification API when a new note is addeding

      Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

    • Next Page