Dear Users,
In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areas for improvement, and eventually thrive. By leveraging feedback to drive improvement and innovation, organizations can foster stronger relationships with customers, enhance their products/services, and achieve sustainable growth and success. For sending these feedback surveys, there are multiple options available in the market, and one such option is Qualtrics.
Qualtrics is an experience management platform that helps organizations conduct surveys, collect feedback, and implement action plans to improve experiences. It helps businesses and organizations measure and enhance various aspects of their operations, such as customer satisfaction, employee engagement, and brand perception.
If you're a Zoho CRM user looking to integrate customer feedback and CRM data without having to juggle between the two, look no further and say hello to our Qualtrics for Zoho CRM extension.
With the Qualtrics for Zoho CRM extension, you can integrate Qualtrics services with your Zoho CRM, enabling you to send feedback surveys to your customers from within Zoho CRM. Here’s how the extension can benefit your business:
Post-purchase surveys: Automatically trigger surveys after a customer makes a purchase. Their feedback can be captured directly in Zoho CRM, allowing your sales and support teams to understand satisfaction levels and address any issues promptly.
Product feedback loop: Collect feedback from customers about your products or services through surveys. By integrating with Zoho CRM, product managers and sales teams can access this feedback alongside customer data, informing product development and sales strategies.
Enhanced customer satisfaction: Understand your customers better and tailor your interactions based on real-time feedback, helping you build stronger relationships with customers and leading to increased loyalty.
We hope you've enjoyed this look at how the Qualtrics for Zoho CRM extension can streamline feedback collection processes and empower teams to make data-driven decisions that enhance customer satisfaction and drive business growth.
Ready to revolutionize your CRM experience? Purchase the Qualtrics for Zoho CRM extension from Zoho Marketplace. If you'd like more information before buying, no problem! You'll receive a 15-day free trial to test out the extension.
Please read our help documentation to learn about configuring the integration and other important details. For additional similar extensions, you can explore Zoho Marketplace.
Recent Topics
How get stock name from other column ?
How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
Adding a developer for editing the client application with a single user license
Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
Download an email template in html code
Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
Attachment is not included in e-mails sent through Wordpress
I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
Upcoming Changes to the Timesheet Module
The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
Best way to schedule bill payments to vendors
I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
Cant update image field after uploading image to ZFS
Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
Billing Management: #4 Negate Risk Free with Advances
In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
Is there an equivalent to the radius search in RECRUIT available in the CRM
We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
Zoho CRM Inventory Management
What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup
Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
Get Workflow Metadata via API
Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
Zoho Projects - Q2 Updates | 2025
Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
FSM setup
So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
Upcoming Updates to the Employees Module in Zoho Payroll (US)
We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
Possible to Turn Off Automatic Notifications for Approvals?
Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
ZOHO Creator subform link
Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
Allow Resource to Accept or Reject an Appointment
I have heard that this can be done, is there any documentation on how?
Create new Account with contact
Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
Sync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
How To Insert Data into Zoho CRM Organization
Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
Where can I get Equation Editor por Zoho Writer?
I need to use Math Formulas in my document. Thank you.
Filtering repport for portal users
Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?
Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
BUTTONS SHOWN AS AN ICON ON A REPORT
Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
Dropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
RFQ MODEL
A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
Will zoho thrive be integrated with Zoho Books?
title
Product Updates in Zoho Workplace applications | August 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked
Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
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
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
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.
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
Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more
Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support
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
Next Page