Integrate Zoho CRM with CheckMarket

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and CheckMarket

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About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About CheckMarket

CheckMarket is an enterprise survey platform that will assist you and your team in creating and implementing effective and engaging surveys as well as providing you with relevant and actionable data.

Want to explore Zoho CRM + CheckMarket quick connects for faster integration? Here’s our list of the best Zoho CRM + CheckMarket quick connects.

Explore quick connects
Connect Zoho CRM + CheckMarket in easier way

It's easy to connect Zoho CRM + CheckMarket without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Complete Respondent

    Triggers when a respondent has completed a survey.

  • New Partial Respondent

    Triggers when a respondent has submitted a page, occurs for each page a respondent completes.

  • Panelist Unsubscribed

    Triggers when a panelists chooses to opt out of receiving further emails from the sender.

  • Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Send Survey Invitation

    Add a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.

How Zoho CRM & CheckMarket Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick CheckMarket as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho CRM to CheckMarket.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and CheckMarket

I am going to discuss the integration of two software, Zoho CRM and CheckMarket. This is not a technical paper but will try to give a brief idea about how it can be integrated.

Zoho CRM?

Zoho CRM is an integrated set of customer relationship management (CRM. applications that helps you run your business more efficiently. It integrates with Salesforce.com, Google Apps, SugarCRM, NetSuite, Microsoft Dynamics CRM, Zendesk, Facebook, Twitter, etc. It is a multi-user system with mobile access for sales, marketing, service, support and more. It also provides customized app development services, so you can have the features you want in the way you want them.

CheckMarket?

CheckMarket is a cloud-based customer feedback software that allows you to capture and analyze customer feedback to improve your products and services. They make it easy to get feedback from your customers and survey participants using Zoho. You can add the CheckMarket widget to any page on your web site and embed surveys into existing documents. CheckMarket is integrated with Zoho CRM and allows you to import customer data, contacts and work orders directly into Zoho CRM. You can also create or update contacts and work orders directly within CheckMarket and then import them into Zoho CRM.

Integration of Zoho CRM and CheckMarket

CheckMarket can be integrated with Zoho CRM either by using an API or by using the CheckMarket plugin available in the marketplace. The fplowing link gives you the information about the integration. http://zohocrmresources.zoho.com/docs/crm_api_integration_CheckMarket_Create_Ticket_from_Feedback_Flow_v1.html

It has been said that this integration will allow organizations to:

Capture customer feedback and measure satisfaction ratings for their products and services and provide personalized fplow up

Get real-time actionable intelligence from customer analytics to refine their strategies and make better business decisions

Automatically cplect customer feedback from survey forms, live chat sessions, support tickets, product reviews and social media channels through Zoho Social Media Marketing (ZSMM. channels. The cplected information will be uploaded into Zoho CRM in real time. You can then use this information for optimizing your business processes and increasing efficiency in your operations.

Connect with your customers in a more meaningful way with personalised emails right from within your CRM system. These emails can be based on events in a contact’s CRM record such as when they fill out a survey or perform an action such as clicking on a link or email address in a survey response. You can also have them sent when a survey response meets criteria such as when a customer scores above a specified rating threshpd or when a sales opportunity is created from a survey response.

The process to integrate Zoho CRM and CheckMarket may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm