Simplesat

Here's a quick guide on how to add the survey embed codes on Opportunity email template and set the workflow rule:

<a href="https://help.simplesat.io/en/articles/1566829-add-a-simplesat-survey-to-autotask" rel="nofollow noopener noreferrer" target="_blank">Add a Simplesat survey to Autotask</a>

Is it possible to send a survey after an opportunity is closed in Autotask CRM?

View our roadmap

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

{assigneeName} needs more information from you

Absolutely! 😉

Add a Simplesat survey to Autotask