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HelpDesk integrations
Jos Barteling avatar
Written by Jos Barteling
Updated over 5 months ago

Add a Simplesat survey to HelpDesk

Simplesat allows you to create a CSAT or NPS survey that you can embed directly in your HelpDesk email templates.


Authenticating with HelpDesk

Click the authenticate and log in with your HelpDesk account.

Simplesat is now authenticated with HelpDesk.


Add feedback to ticket as a private message

This integration will get triggered when a customer leaves new feedback and will then display the feedback in the related HelpDesk ticket as an internal note.

Here's an example of what this looks like in HelpDesk:

Next, scroll down to add feedback to ticket as a private message and click activate integration.


Sync feedback to ticket custom fields

This integration will get triggered when a customer leaves new feedback and will send the rating, sentiment and comment to the related HelpDesk ticket's custom fields.

Here's an example of what this looks like in HelpDesk:

If the custom fields don't exist yet in HelpDesk, then Simplesat will create them automatically.

Next, scroll down to Sync feedback to ticket custom fields and click activate integration.


Pull ticket details

Each time your customer provides a rating, Simplesat will associate the following information with the response.

Object

Data collected

Conversation

ID, Subject

Customer

Name, Email

Operator

ID, Name, Email

All information gathered through the API will override fields sent through URL parameters.

Here's an example of how this will look in Simplesat:

Scroll down to pull ticket details and click activate integration.

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