Marketing
Zoho Survey solutions set up the way you work.
Surveys with branching logic, multichannel distribution, NPS and CSAT reporting, connected so feedback updates the records your teams use.
- SMS
- Website
- QR Codes
- Offline App
- Zoho CRM
- NPS & CSAT
- Follow-up Actions
- Survey Reports
About Survey
What Zoho Surveydoes.
The core of what Zoho Survey offers, based on Zoho's official product documentation. It covers the whole feedback loop, from designing questions to analyzing answers and triggering follow-up.
- RicherFeedback
- HigherResponse rates
- ClearerCustomer insight
01Survey creation
Start from AI, a template, a pasted list of questions or an imported document.
- Create surveys with AI
- Templates
- Question bank
- Bulk question builder
02Survey logic
Show each respondent only the questions, answers and pages that apply to them.
- Question logic
- Page logic
- Answer logic
- Custom script
03Personalization
Pull known details from URLs or connected systems so surveys feel tailored and stay short.
- Custom variables
- Respondent variables
- Autofill
- Carry forward
04Branding & themes
Surveys that carry your logo, colors and domain from intro page to thank-you message.
- Custom domains
- Personalized themes
- White-labeling
05Distribution
Reach respondents by email, SMS, QR code, website embed, pop-up or offline app.
- Email distribution
- SMS distribution
- QR code surveys
- Offline surveys
06Workflows
Act on answers instantly with triggered emails, Deluge functions and merged documents.
- Trigger emails
- Trigger functions
- Document merge
07Report analysis
Dashboards, cross-tabs, trends and text analysis that turn responses into decisions.
- Dashboards
- Cross-tab reports
- TURF analysis
- Sentiment analysis
08Experience metrics
Standard loyalty and satisfaction scores calculated and charted automatically.
- NPS
- eNPS
- CSAT
- CES
How Xevort helps
Making Survey work your way.
What our team can set up, customize and connect in Zoho Survey.
Setup
Portals, departments and user roles arranged so each team owns its surveys and reports.
Customize
Branded themes, custom domain, sender verification and survey pages written in your voice.
Automate
Trigger emails, Deluge functions and recurring sends that act on answers without manual work.
Integrate
Responses mapped into Zoho CRM, Desk, Salesforce or HubSpot, with prefilled data coming back.
Survey logic
Question, answer and page logic plus custom scripts for flows standard rules can't express.
Distribution
Email schedules, SMS gateways, QR codes, embeds and collectors set up per channel and audience.
CX dashboards
NPS, CSAT and CES dashboards with filters and scheduled reports for leadership and teams.
Data privacy
Field encryption, e-PHI marking, PII controls and access restrictions configured for sensitive data.
Integrations
Connect Zoho Surveywith the tools you use.
We can connect Survey with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.
- Native Zoho connectionsZoho apps that share data with each other out of the box.
- Delivered by XevortIntegrations our team has built on client projects.
- Officially supportedConnectors Zoho provides, set up and mapped to your process.
CRM
Desk
SalesIQ
Recruit
Campaigns
Marketing Automation
Analytics
Flow
- SSalesforce
HubSpot
Slack
Microsoft Teams
Google Sheets
- PBPower BI
- TTableau
Google Analytics
Google Tag Manager
Facebook Pixel
- TCTwilio, Clickatell & SMS Magic
Zapier
- PPipedream
- Custom API

Why choose Zoho Survey
Feedback you canactually act on.
Zoho Survey covers question design, distribution and analysis, and can trigger follow-up actions from individual answers.
- End-to-end feedbackBuild, distribute, analyze and follow up in one tool.
- Shared reviewReviewers, shared surveys and scheduled reports keep teams aligned.
- Logic that adaptsBranching and scripts fit each respondent's path.
- Actionable metricsNPS, CSAT, cross-tabs and sentiment in clear dashboards.
- AI survey draftsComplete surveys generated from a short description.
- Privacy controlsHIPAA support, field encryption and audit logs.
FAQ
Zoho Surveyquestions, answered.
Straight answers on setup, migration, integrations and timelines before you start.
Still have questions?
Tell us about your Zoho Survey setup and our team will get back to you.
Yes. We map survey questions to CRM fields so responses add or update records, and can prefill surveys with CRM data so customers don't repeat themselves.
Yes. We design NPS, CSAT or CES surveys, schedule their distribution and build dashboards and alerts so low scores reach the right person quickly.
Yes. With the Zoho Desk integration, a response can create a ticket automatically. We configure the mapping and any custom script conditions.
Yes. We set up question, answer and page logic, and write JavaScript or Deluge custom scripts and trigger functions where standard logic isn't enough.
Yes. Zoho Survey integrates with both. We map responses to the right objects and test the sync before you send surveys to customers.
This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.
Free Zoho consultation
Ready to get more from Zoho Survey?
Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.
- Reply within 1 business day
- New or existing Zoho setups
- Fixed-scope proposals
