Simplesat's suite of Salesforce integrations give you the ability to create custom feedback objects and update contact and case custom fields to give your team full control and transparency over the customer satisfaction experience.
In this article:
Adding surveys in Salesforce
Simplesat surveys can be added to Salesforce Classic and Salesforce Lightning Experience.
You can access the Salesforce integration page here.
The integration uses OAuth to connect your Salesforce account with Simplesat. To initiate the process, click the Authenticate button on the integrations page.
This will launch a flow where you'll need to log in to your Salesforce account (if you aren't already) and then confirm the authorization.
Once successful, you should return back to the integration page in Simplesat with the authentication status changed to look like this:
If you have any issues authenticating, shoot us a message and we'll be happy to help troubleshoot.
Create custom feedback objects
Creating a new Simplesat Feedback object type allows you to associate responses with contacts and companies.
In order to use this integration, you must first create a new custom object type in Salesforce. Once you have that ready (or if you'd like any assistance), please contact Simplesat support and we can help connect it with this integration.
Update contact custom fields with feedback
Map Simplesat response details to any contact property in HubSpot.
For example, you can make sure that contacts are always up to date with their latest CSAT or NPS score.
Update case custom fields with feedback
Map Simplesat response details to any case field in Salesforce.
For example, you can update cases with the latest CSAT rating, sentiment, and follow-up comment.