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