Simplesat's suite of Intercom integrations give you the ability to sync contacts, add surveys anywhere, and automate follow-up conversations to give your team full control and transparency over the customer satisfaction experience.

In this article:

Simplesat gives you two ways to send surveys through Intercom: as an app, or as text. Here's the full guide on how to add surveys in Intercom.

Sending as an app enables your users to answer the entire survey without ever having to leave the page.

In addition to manually inserting in any chat, post, or email, you can also configure a task bot to send a Simplesat survey when conversations are closed.

Sending as text gives you the option to include rating links as text. This is handy if you want to include surveys in a macro response, or email.

Once enabled, the integration will:

Simplesat currently syncs the following fields:

Head over to Integrations and choose the Sync Intercom users option.
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Authenticate with your Intercom credentials, then click Enable User Sync.

After you enable the sync, Simplesat will begin importing users. You can leave the page or sign out of your account; Simplesat will continue to import in the background.

Note: Imports may take several hours at peak times and depending on the number of users in your system.

To check if a user in your Simplesat account, go to the Customers section.

You can search for a customer by name or email address.

You can view the synced details in the customer's sidebar:

The sidebar app shows the five latest responses from a contact. You can click on any response to open in Simplesat. Or, click the "View all feedback" button to view all feedback for that contact in Simplesat.

This is an Intercom specific survey integration and can be found from the Publish tab of the edit survey menu for each of your Intercom type surveys.

If you send the survey as an app in a conversation, Simplesat can lookup information associated with that conversation.

The following information will be collected:

You can find these details while viewing individual feedback in Simplesat.

This is an Intercom specific survey integration and can be found from the Publish tab of the edit survey menu for each of your Intercom type surveys.

If you send the survey as an app in a conversation, Simplesat can add a private note to that conversation that includes answer details.

This is an Intercom specific survey integration and can be found from the Publish tab of the edit survey menu for each of your Intercom type surveys.

If you send the survey as an app in a conversation, Simplesat can add the following tags to the conversation:

Note: Tags won't be visible on conversations if the last message was a note or message from Operator.

This is an Intercom specific survey integration and can be found from the Publish tab of the edit survey menu for each of your Intercom type surveys.

If you send the survey as an app in a conversation, Simplesat can update that conversation's custom attributes with the following answer details:

If your Intercom subscription supports custom attributes, you can find them in any conversation's sidebar.

You can create new custom attributes in Intercom by following the instructions here
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The fields will need to be in Number format for rating values and in Text format for the sentiment and follow-up comment.

This integration can be activated from the Integrations page under survey integrations.

After a rating is received, Simplesat will create a new conversation. This makes it easy for your team to follow-up with contacts and dig deeper into why they answered the way they did.

This integration can be activated from the Integrations page under survey integrations.

After a rating is received, Simplesat will add an event for the contact. Event metadata includes:

This integration can be activated from the Integrations page under survey integrations.

After a user response to a survey, Simplesat can add the rating value to any custom attribute you map to.