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.


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