Survey integration in Sandbox
Businesses look to develop a deep understanding of customer needs, stay aware of their preferences, and keep track of customer satisfaction. From finding the target market to monitoring post-purchase sentiment, surveys serve as structured and efficient tools for collecting data and deriving these insights.
Integrating a survey tool with a CRM allows you to create and send surveys to specific groups of customers quickly. Once you receive the responses, the survey data can be used to fill and augment the customer profiles present in a CRM. This gives customer-facing teams access to up-to-date and comprehensive information and helps them better serve their customers. Zoho Survey can be integrated with Zoho CRM to serve use cases like this.
Before using the Zoho Survey integration in your actual production environment, it's best to test it in a sandbox environment. This lets you see how the integration affects your CRM system and internal processes. Once you're satisfied with the testing, you can confidently deploy it to your live environment.
To learn more about this integration, see Zoho Survey integration - Overview.
To learn more about sandboxes, see: Sandbox overview.
Integrating a survey tool with a CRM allows you to create and send surveys to specific groups of customers quickly. Once you receive the responses, the survey data can be used to fill and augment the customer profiles present in a CRM. This gives customer-facing teams access to up-to-date and comprehensive information and helps them better serve their customers. Zoho Survey can be integrated with Zoho CRM to serve use cases like this.
Before using the Zoho Survey integration in your actual production environment, it's best to test it in a sandbox environment. This lets you see how the integration affects your CRM system and internal processes. Once you're satisfied with the testing, you can confidently deploy it to your live environment.
To learn more about this integration, see Zoho Survey integration - Overview.
To learn more about sandboxes, see: Sandbox overview.
Note
Since you can only integrate a Zoho Survey account with one CRM account (production or sandbox), please note the following points:
- Use the sandbox to test out a fresh Zoho Survey integration.
- An existing Zoho Survey integration in the production environment will not be copied to the sandbox during sandbox creation or rebuild.
- When the integration is deployed to the production environment, it will be deleted from the sandbox account.
- If you have an existing Zoho Survey integration in the production environment, you can integrate another Survey account in a sandbox. This helps you try out Survey or train employees in a safe environment.
- Please note that you will not be able to deploy any changes to the production environment as long as the existing integration is linked with it.
- To add a Zoho Survey account to a sandbox or a production environment that already has one:
- Deactivate the existing Survey account from the sandbox or production environment.
- Add the new Survey account, provided the new Survey account is not mapped to another sandbox or production environment.
Availability
Users with the Admin profile can:
- Integrate a sandbox account with Zoho Survey
- Deploy this integration to the production environment
To add the Zoho Survey integration to a sandbox
- Navigate to Setup > Data Administration > Sandbox.
- Click the sandbox where you want the integration.
- Click the Go to Sandbox button.
- In the sandbox, navigate to Setup > Marketplace > Zoho.
- Go to Zoho Survey and click Setup now.
- Click Get Started Now.
- If you don't have a Zoho Survey account linked to your email address, enter the Portal name and click Next. Otherwise, ignore this step.
- Select the Portal and Departments that you want to integrate with the CRM.
- Click Next.
- Click Add Users, select the users, and click Assign.
- Select the Zoho CRM Modules from which surveys can be sent.
- Click Done.
Note
If you want to configure the portal of another user to the CRM, you can:
- Click Configure another user's portal.
- In the Enter the admin's email address box, fill in that user's email address.
- Click Send for Approval.
Working with the Zoho Survey integration in a sandbox
To learn how to use the Zoho Survey integration, please refer to the following help documents:
Note
When sending surveys via email, please remember that emails will not be delivered to recipients. A CRM user would have to copy the survey link from the email related list of the customer and take the survey on their behalf.
To deploy the Zoho Survey integration from a sandbox to a production environment
- Navigate to Setup > Data Administration > Sandbox.
- Click on the sandbox from which you want to deploy the integration.
- In the Change Set list, select Zoho Survey under the Integrations component.
- Click the Deploy Changes to Production button.
- In the Are you sure you want to proceed with the deployment? popup, click Yes, Proceed.
- In the Start Deployment popup, click Yes, Proceed.
Note
You will not be able to deploy the survey integration to the production environment if:
- You have already integrated Zoho Survey in your production environment.
- You do not have the permission to deploy the integration.
- You are using survey integration fields in other places in the sandbox. For example, you've configured a workflow rule for the Campaigns module with the layout as 'Zoho Survey'.
To remove the Zoho Survey integration from a sandbox
- Navigate to Setup > Data Administration > Sandbox.
- Click the sandbox where you want to remove the integration.
- Click the Go to Sandbox button.
- In the sandbox, navigate to Setup > Marketplace > Zoho.
- Go to Zoho Survey and click Manage.
- Click Disable.
- In the popup that appears, select one of the following options:
- Retain data: Campaigns created using Survey will be retained. The integration will be disabled in this case and can be enabled again.
- Delete data permanently: All Campaigns will be moved to offline campaigns. The integration will be removed completely. You'll have to set it up all over again if you want to use it.
- Click I Understand. Disable Now.
Note
- You can't update a survey integration after it has been deployed to the production environment.
- Rebuilding a sandbox will remove the integration from that sandbox.
- Deactivating a sandbox will not remove the integration from that sandbox.
- Deleting a sandbox will remove the integration from that sandbox.
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