Apps Zoho CRM

Zoho CRM

Zoho CRM is a web-based CRM software designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM Survey Integration: Use Cases

Zoho survey integration helps you retain your customers, convert leads into contacts, and elevate your customer relationship management process. Trigger surveys when deals are lost, enrich your leads to improve data quality and gain valuable feedback from customers.

Trigger a survey when the Deal is lost

Trigger a feedback survey automatically when a Deal is lost. Uncover what went wrong, ensure you take the rectifying measures, and make every deal a 'yes!' using Zoho survey integration.

Convert existing Leads to Contacts based on survey submissions

Collect details on existing leads and upgrade them to contacts in your CRM software. Update your contacts list effortlessly with Zoho survey integration.

Trigger a survey when a new entry is created

Trigger a survey whenever a new entry is created in Zoho CRM. Enrich your leads and improve data quality, with Zoho Survey integration.

How to set up your Zoho CRM Survey Integration

Webhooks

A webhook in web development is a method of augmenting or altering the behavior of a web page, or web application, with custom callbacks.

Step 1: Navigate to Setup > Automation > Workflow Rules.

Step 2: Click Create New Rule.

Step 3: Select Module(Deal), Rule name(Trigger Feedback Survey when deal is lost) and Description.

Step 4: Select the Condition - Deal stage is Closed Lost.

Step 5: Choose Webhook in Instant Action.

Step 6: Enter the name of the Webhook.

Step 7: Enter the URL - https://api.surveysparrow.com/v1/shares/email/{share_id}

Step 8: Select the Method - POST

Step 9: Enter the URL Parameters(In this case, Deal ID).

Step 10: Acess_Token should be sent via URL. For example: https://api.surveysparrow.com/v1/shares/email/103970?access_token=xxxxxxxxxxxxxx&contacts=['${Leads.Email}']

Step 11: Save and test the Workflow.

Zapier

Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

Trigger - Update Case in Zoho CRM

Step 1: Choose App and Event - Zoho CRM and New /Update Module

Step 2: Choose Account - Sign in to your Zoho account

Step 3: Customize Contact:

Step 4: Select Module(Case)

Step 5: Find Data - Choose Sample data to Send

Step 6: Test the connection

Action - Share Survey

Step 1: Choose App and Event - SurveySparrow and Choose Survey to Send

Step 2: Choose Account - Sign in to your SurveySparrow account

Step 3: Customize Share Survey:

Step 4: Select a survey from the list

Step 5: Choose a share option(email share)

Step 6: Choose a recipient email ID

Step 7: Pass a custom variable(Example: caseid)(Optional)

Step 8: Test the connection