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Using Zoho Survey Responses to Kickstart A Campaign Workflow

In this video, we explain how to enter a contact into a Zoho Campaigns workflow using Zoho Survey as a trigger. Follow this step-by-step guide to integrate the survey with the CRM and create a segment plus a workflow based on that integration.


0:00 Intro
0:50 Survey Setup & Connections
1:31 CRM Module Setup & Campaigns Sync
2:30 Creating A Segment
3:05 Create A Workflow

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.