How to Sync Zoho Survey with Zoho CRM (Production vs Sandbox)
Collecting feedback is easy. Turning that feedback into actionable CRM data is where many businesses struggle.
Zoho Survey allows you to sync survey responses directly into Zoho CRM, making it easier to automate follow-ups, enrich records, and improve reporting. In this guide, we’ll walk through how to connect Zoho Survey to Zoho CRM, explain the difference between Production and Sandbox environments, and highlight a key advantage Zoho Survey has over Zoho Forms.
Why Sync Zoho Survey with Zoho CRM?
When Zoho Survey is connected to Zoho CRM, survey responses no longer live in isolation. Instead, they become part of your core business data.
This integration allows you to:
Automatically create or update CRM records
Attach survey responses to leads, contacts, or accounts
Trigger workflows, automations, and notifications
Improve reporting and customer insights
This setup is ideal for lead qualification surveys, customer satisfaction surveys, onboarding feedback, and internal operational surveys.
How to Connect Zoho Survey to Zoho CRM
Step 1: Log in to Zoho Survey
Log in to your Zoho Survey account and open the survey you want to integrate.
Step 2: Open Settings
Click Settings in the upper-right corner of Zoho Survey.
Step 3: Go to Apps & Services
From the left-hand menu, select Apps and Services. This section displays all applications available for integration.
Step 4: Select Zoho CRM
Find Zoho CRM in the list and click Connect.
Production vs Sandbox: Which Should You Use?
When connecting Zoho Survey to Zoho CRM, you will be prompted to choose an environment.
Production Environment
The Production environment is your live Zoho CRM system. This is where real business data lives and where users actively work.
Use Production if:
The survey is live and being shared with customers or staff
You want responses to immediately impact CRM records
Sandbox Environment
The Sandbox environment is a testing version of your CRM. It allows you to experiment without affecting live data.
Use Sandbox if:
You are testing field mappings or automations
You want to validate the setup before going live
After selecting the environment, click Connect to complete the integration.
Switching Between Sandbox and Production
If you need to change environments later, Zoho Survey makes it easy.
You can:
Open the integration settings
Click Manage
Disconnect the current environment
Reconnect to Sandbox or Production as needed
This flexibility allows you to start with testing and move to production when ready.
Zoho Survey vs Zoho Forms: A Key Difference
One major advantage of Zoho Survey is its ability to integrate with multiple applications at the same time.
For example, a single survey can:
Sync responses to Zoho CRM
Send data to Zoho Desk
Support multiple departments using the same survey
Zoho Forms, by comparison, typically allows integration with only one application at a time. If your survey data needs to flow across sales, support, and operations, Zoho Survey is the better option.
When This Integration Makes the Most Sense
Syncing Zoho Survey with Zoho CRM is especially valuable if you:
Want survey responses tied directly to CRM records
Rely on automation and workflows inside Zoho CRM
Collect feedback across multiple teams
Need clean, centralized reporting
Final Thoughts
Connecting Zoho Survey to Zoho CRM takes only a few minutes, but it can significantly improve how your business uses survey data.
Whether you start in Sandbox or connect directly to Production, this integration ensures your survey responses flow into the systems your team already relies on—making them easier to act on and automate.