Zendesk integrations
Integrating Simplesat surveys with Zendesk. Authenticate with Zendesk's API to enable deep integrations.
Jos Barteling avatar
Written by Jos Barteling
Updated over a week ago

Although the integrations below are not required to collect satisfaction feedback from tickets, we still recommend setting them up so you can take full advantage of Zendesk's ticket workflows and business rules.


Embedding a survey in Zendesk

Simplesat surveys can be added to Zendesk email notifications send from triggers or automations.


Authenticating with Zendesk

Fill in your Zendesk subdomain when asked.

Your subdomain is the first part of your Zendesk URL. So, for example, if your URL is https://simplesat.zendesk.com then your subdomain would be simplesat

Click authenticate and log in with your Zendesk credentials if you haven't so already.

Allow Simplesat to connect with Zendesk.

You're now authenticated with Zendesk! πŸŽ‰


Collect additional Zendesk information

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

Object

Data collected

Ticket

ID, Subject, Priority, Type, Group

Requester (Customer)

ID, Name, Email, Organization

Responder (Assignee)

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:

Authenticate if you haven't done so already, then scroll down to pull ticket details and click activate integration.


Add feedback to ticket as an internal note

Simplesat can sync feedback back to the related Zendesk ticket as an internal note.

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

Authenticate if you haven't done so already, then scroll down to add feedback to ticket as an internal note and click activate integration.


Add rating and sentiment to ticket tags

Simplesat can sync rating and sentiment to the related ticket's tags in Zendesk.

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

Authenticate if you haven't done so already, then scroll down to add rating and sentiment to ticket tags and click activate integration.


Add latest rating to user's custom fields

Simplesat can sync rating and sentiment to the customer's custom fields in Zendesk.

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

To set this up you'll first have to create some custom fields in Zendesk.

Start off by going to settings > admin center.

Next, go to people > user fields.

Click add field and create 5 new fields using these settings:

Type: Number

Name: Latest CSAT

Key: latest_csat

Description: Latest CSAT rating in Simplesat.

Type: Number

Name: Latest NPS

Key: latest_nps

Description: Latest NPS rating in Simplesat.

Type: Number

Name: Latest CES

Key: latest_ces

Description: Latest CES rating in Simplesat.

Type: Number

Name: Latest 5-star

Key: latest_5_star

Description: Latest 5-star rating in Simplesat.

Type: Text

Name: Latest sentiment

Key: latest_sentiment

Description: Latest sentiment in Simplesat.

Authenticate if you haven't done so already, then scroll down to sync latest rating to customer's custom fields and click activate integration.


Sync feedback to ticket custom fields

Simplesat can sync feedback to ticket custom fields in Zendesk.

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

Authenticate if you haven't done so already, then scroll down to sync feedback to ticket custom fields and click activate integration.

If you have a Zendesk enterprise account or have the productivity pack add-on added to your Zendesk account then the fields might not show up straight away.

This is because you can customize how your ticket looks using ticket forms, in which you'll need to add the fields first.

To do this, you need to receive feedback first. This will trigger the creation of the custom fields.

If you don't want to wait for new feedback you can create a test ticket to yourself and leave feedback on that to speed up the process.

Next, go to settings and open the admin center.

Then go to ticket forms.

Open the form which you'd like to edit.

Then, drag the simplesat rating, simplesat sentiment and simplesat comment fields to where you'd like them to be displayed.

The fields should now be visible in your ticket form! πŸŽ‰


Daily contact sync from Zendesk to Simplesat

Simplesat can sync new and edited users from Zendesk over to Simplesat

This integration will run every 24 hours.

Authenticate if you haven't done so already, then scroll down to daily contact sync from Zendesk to Simplesat and click activate integration.


Sync Simplesat feedback to Zendesk ticket as a satisfaction rating

Simplesat can sync feedback to the related Zendesk ticket as a satisfaction rating.

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

Authenticate if you haven't done so already, then scroll down to sync Simplesat feedback to Zendesk ticket as a satisfaction rating and click activate integration.

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