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Course Details

The Smartest Ways to Gather Zoho Survey Data into Zoho CRM

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If you haven’t already, add Zoho Survey to your growing list of Zoho One apps.

Here is the business use case for this survey:

  • Affluence Financial wants to gather review data for its services
  • Create a new, custom module to host the reviews
  • Create a survey with some of the client information pre-populated into it
  • Integrate the survey with the new custom module and relate those records back to the client record

Gathering client feedback is important for every business and Zoho Survey fills that role well!

survey.zoho.com

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