Integrating surveys with CRM

There are two key benefits gained from integrating surveys with Zoho CRM.

Firstly, we can automate the sending of a survey to a contact using a workflow that will send the survey to the right person at the right time. The second key benefit is that by pushing all or some of the results back to Zoho CRM, we are able to provide access to this information to our wider team and use this data to trigger workflows and follow-up actions. The feedback we gain will be helpful to the marketing, product, delivery, and customer service functions and help your business to build stronger relationships with current customers, which will help retention and repeat purchase opportunities.

We can integrate the survey as follows:

1. Open the Survey editor/builder and then click on the Hub tab.
2. Click on INTEGRATE next to Zoho CRM:

   Figure 11.10 – Integrate your survey with Zoho CRM

3. Select the module with which you wish to integrate (this will usually...