How do I integrate my survey with Zoho CRM?

How do I integrate my survey with Zoho CRM?

To integrate your survey with Zoho CRM:

  1. Select the Hub tab.
    Hub
  2. Select the Integrations section.
    Integrations
  3. Click Integrate in the Zoho CRM section. Make sure you have an account in Zoho Survey and Zoho CRM so you can configure the sync settings.
    zoho-crm-integration
  4. Select a CRM module.
    Select a Zoho CRM module
  5. Click Next. 
  6. Select an appropriate action type. There are three ways to sync responses with Zoho CRM: add record, update record, add/update record. After selecting an action type, you can map the fields of your survey to Zoho CRM and start transferring data from survey responses to Zoho CRM. 
    Select a synchronization type
    1. Add record: Add a new record for each response even if there are duplicate records.
    2. Update record: Update an existing record in CRM. If you send your survey through Zoho CRM, enable Prepopulate survey answers with information from Zoho CRM. When a respondent opens the survey, the details from Zoho CRM will be shown and will have an Edit option. For example, if the user's name and email address are already available in Zoho CRM, they will be displayed in the survey.
    3. Add/Update record: Check for existing records in Zoho CRM. If existing records are available, they will be updated. If there is no such record, the survey responses will be created as a new record. 
  7. Map Zoho CRM fields to the corresponding Zoho Survey questions.   
    8. Map fields in Zoho Survey with Zoho CRM
  8. Under Zoho Survey, click the dropdown and select the questions that will map to a CRM field. 
  9. Select the corresponding field name under Zoho CRM.
  10. To add direct values to your CRM field, select Direct value under Zoho Survey. Type in the corresponding value. If you don't have a suitable CRM field already, create a custom field in Zoho CRM and then map the field to the question.
  11. Click + to add a new row.
  12. Click X to remove a row. If you have a Signature or File Upload question in your survey, it will appear under Attachment.
  13. Select the question in this section to add files to the CRM records.
  14. Click Save.
Notes
  1. If a survey is integrated with Zoho CRM before publishing, all of the responses will be synced automatically. If it's integrated after publishing, only the responses received after the integration will be synced. Update previous responses manually.
  2. To manage your CRM and Survey as two different accounts, use a ZSC Key to communicate between the accounts.


    • Related Articles

    • Integrate with CRM applications

      Integrating your CRM account with an email marketing software helps you to establish a strong relation with your contact base and improve contact engagement. You can keep a track of each and every action that you take, eventually creating a complete ...

    • Does Zoho CRM integrate with Quick Books?

      Zoho CRM has built an extension to integrate with Quick Books. This will directly install Quick Books to your Zoho CRM account. Click this link to install the extension: https://marketplace.zoho.com/crm/zoho-crm-integration-for-quickbooks

    • 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 ...

    • Integrate With Zoho Products

      The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page discusses integrating with other Zoho products. Note that in order for these integrations to work, you should have admin privileges for ...

    • How do I integrate my survey with Zoho Sheet?

      Zoho Survey's integration with Zoho Sheet helps push your responses from your survey into a spreadsheet as and when your respondents submit their responses. You can map the survey responses into a new spreadsheet or to a new sheet in an existing ...