My CRM records are not being updated with the Survey responses. Why?

My CRM records are not being updated with the Survey responses. Why?

Zoho CRM integration with Zoho Survey enables automatic update of CRM records with Survey responses.

In order for this automatic update to work seamlessly, you must have mapped CRM records with the respective Survey questions before sending out a survey.

See also: Automatically Update CRM Records with Survey Responses.

    • Related Articles

    • How do I view my survey responses and reports in Zoho CRM?

      To view the responses and reports in CRM: After integrating survey responses with a module, click the module you selected during the integration on the Zoho CRM page. You can view survey responses synced in its records. For example, if you integrated ...

    • Sending Survey and Viewing Survey Response from CRM

      Build a Survey In order to send an email survey from Zoho CRM, you must first create a survey using Zoho Survey. Go to https://survey.zoho.com/and choose from three options - Blank Survey, Template and Existing Survey - to build your survey. See ...

    • How do I integrate my survey with Zoho CRM?

      To integrate your survey with Zoho CRM: Select the Hub tab. Select the Integrations section. 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. Select a CRM ...

    • How do I automate the process of updating Zoho CRM data with survey responses?

      Read here to learn how to automate the whole process of updating CRM data with survey responses.

    • Tagging Records in CRM

      Tags in Zoho CRM are usually easy to create. Tags are not just a simple category, they can be more powerful, since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. You can ...