Survicate + Zoho CRM
Create Zoho CRM module entries from new Survicate survey completions
Effortlessly keep track of completed surveys from Survicate and streamline your CRM updates with this convenient workflow. Upon each new survey completion in Survicate, a corresponding module entry will be created in Zoho CRM. This way, you can easily manage your customer interactions and stay organized with up-to-date records.
Effortlessly keep track of completed surveys from Survicate and streamline your CRM updates with this convenient workflow. Upon each new survey completion in Survicate, a corresponding module entry will be created in Zoho CRM. This way, you can easily manage your customer interactions and stay organized with up-to-date records.
- When this happens...New Survey Completion
Triggers when the user completes the entire survey - answers all the available survey questions.
- automatically do this!Create Module Entry
Creates a new entry in a module
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SurveyRequired
Survey QuestionRequired
Try ItNote titleRequired
ContentRequired
AuthorRequired
Tags (max 10)
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
SurveyRequired
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
