My CRM records are not being updated with the Survey responses. Why?

My CRM records are not being updated with the Survey responses. Why?

Zoho CRM integration with Zoho Survey enables automatic update of CRM records with Survey responses.

In order for this automatic update to work seamlessly, you must have mapped CRM records with the respective Survey questions before sending out a survey.

See also: Automatically Update CRM Records with Survey Responses.
    • Related Articles

    • Sending Survey and Viewing Survey Response from CRM

      Build a Survey In order to send an email survey from Zoho CRM, you must first create a survey using Zoho Survey. Go to https://survey.zoho.com/and choose from three options - Blank Survey, Template and Existing Survey - to build your survey. See ...
    • Zoho Survey Integration - Overview

      Surveys are useful marketing tools that help you enhance your business. It's a method by which you put specific questions to a group of people whose answers will help you improve your products or services. There are many applications to create ...
    • Every time a Survey response is sent by a contact, a duplicate record gets added under Contacts instead of updating the existing record. Why?

      This may be so if you have not selected the appropriate Action Type while mapping CRM records with Survey questions. Zoho CRM integration with Zoho Survey enables the automatic update of CRM records with Survey responses. If you want the records to ...
    • Tagging Records in CRM

      Tags in Zoho CRM are usually easy to create. Tags are not just a simple category, they can be more powerful, since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. You can ...
    • How do I export my leads from CRM to an XLS file?

      You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...