Exporting Response Packages to Zoho CRM

Overview

Once you have enabled the Zoho CRM integration, you have the option to auto-publish response packages to Zoho CRM or do it manually during the export process.

If you have not yet enabled or set up the integration, see the Zoho CRM Integration Manual to get started.

Permissions

Users must have the Generate Export Response privilege in Zoho CRM and Company Administrator privilege in Responsive to set up auto-publishing.

Automatically Exporting Response Packages to Zoho CRM

1. Go to Organization Settings > Integrations > CRM and click Configure on the Zoho CRM tile.
2. Select the project with the response package you want to export, or add a new one.
3. Under the Export Response Package section, check the Auto-Publish Export Package to Zoho CRM box.
   
4. Click Submit. When a package is successfully exported:
   • The Zoho CRM icon appears next to the package name in Responsive.
   • The attachment appears in the Attachments section of the deal name in Zoho CRM.

Manually Exporting Response Packages to Zoho CRM

1. From the project, click the Menu and select Export, then click New Export Package.
   
2. Create a new template if necessary, then click Next.
3. Click Export. The package appears on the Export Responses page.
4. Click the Menu next to the package you want to export and select Publish to Zoho CRM.
   
   Once successfully exported:
   • The Zoho CRM icon appears next to the package name in Responsive.
   • The attachment appears in the Attachments section of the deal name in Zoho CRM.