Survey Resources

Integrations

Zoho Survey lets you integrate with Zoho CRM and Google Apps to let you manage your survey responses.

Google Docs Integration

Integrating Google Spreadsheet allows you to push data from survey responses to a Google spreadsheet, thereby allowing easy analytical operations on the data.

How it works

Watch the demo video to know more on how to push survey responses to a Google Spreadsheet. 


When you integrate a survey with Google spreadsheet before publishing, the survey responses are pushed on to the spreadsheet as the responses start filling in.

  1. Click on 'Integration tab of Survey editor and choose Google docs
  2. Click 'Integrate now'
  3. Authenticate your Google account and link it to your Zoho Survey account.
  4. Click 'New sheet' or 'Existing sheet' to create a new sheet or a work sheet on an existing sheet.
  5. Click 'Continue'.
  6. Click 'View sheet' to view the record of responses on the spreadsheet.

Note:

  • Any change in the alignment or order of questions in the survey will not reflect on the sheet.
  • If a row/column is added/deleted from the sheet, the alignment of collected responses will vary.

Integrate Zoho CRM

Synchronize all your survey responses to your CRM fields and make it easy to create, add and update an already exisiting record of your survey responses.

You can also send surveys from within Zoho CRM and view customer responses from within the CRM module. Click here to read more. 

About Zoho CRM

Zoho CRM creates a record for leads, contacts and potentials that your business needs to interact with.

Integrating Zoho CRM and Zoho Survey

This integration lets you add fields to CRM modules as soon as the survey responses are filled in Zoho Survey. This enables you to collect customer information through surveys and then centralize all this data in your CRM system. From there, you can act on the insights to deepen customer relationships.

Watch a demo video to know how to integrate Zoho CRM with Zoho Survey.


Steps

  1. Click on 'Integration' tab of survey editor.
  2. Under CRM integration, Click on 'Integrate now' button.
  3. Select a CRM module. For eg: Leads in this case. Alternately, you can also select a Custom CRM module that you've created.
  4. Click 'Continue'.
  5. Select CRM fields from the drop down and map them to the corresponding survey questions.
  6. Select the action type. For eg., Update record. This action will update the particular record corresponding to a particular survey response.
  7. Click 'Save'.
  8. Publish the survey.
  9. To view the responses pushed to CRM, Click on 'CRM sync statistics' on the integration tab.
  10. As responses are pushed to CRM , record for 'Leads' is created on the Leads module of your Zoho CRM.

Note:

  • If survey is integrated with Zoho CRM before publishing the survey, responses will be automatically pushed as the responses start filling in, whereas if integrated after publishing, the responses collected before integration should be manually synced with CRM.

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