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Home Course Zoho CRM The Smartest Ways to Gather Zoho Survey Data into Zoho CRM

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

Course Content

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Zoho Survey 10 Topics | 1 Quiz
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Lesson Content
0% Complete 0/10 Steps
Build Your Survey
Set the Logic Rules
Create a Custom Module in the CRM to Host Your Survey Responses
Create Your Custom Variables
Build Your Survey URL
Review How to Build a Survey Link
Integrate Your Survey to CRM
Prepopulate Information Into Your Survey
Send Out Your Email and Test the Survey
More Cool Ideas for Working With Surveys
Possible Survey Modifications

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Course Navigation
Course Home Expand All
Zoho Survey
10 Topics | 1 Quiz
Build Your Survey
Set the Logic Rules
Create a Custom Module in the CRM to Host Your Survey Responses
Create Your Custom Variables
Build Your Survey URL
Review How to Build a Survey Link
Integrate Your Survey to CRM
Prepopulate Information Into Your Survey
Send Out Your Email and Test the Survey
More Cool Ideas for Working With Surveys
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