Client satisfaction inside ConnectWise
Live in minutes
70+ Integrations
No extra tools for most setups
Connected to your boards in minutes
Connect
Connect ConnectWise PSA from inside Simplesat using your API member keys.
Configure
Pick your survey type, match your brand, and embed surveys in your closed-ticket email templates.
See results
Responses write back to service tickets. Scores, trends, and tech leaderboards update live.
Integrating Simplesat with
ConnectWise
Built for how MSPs run service
Your PSA runs your business. Simplesat turns every closed ticket into a feedback signal.
Feedback on the ticket, not in a silo
Responses write back to ConnectWise tickets, inside the tech's workflow.
Reporting by tech, board, and client
Slice CSAT by resource, board, company, or ticket type.
NPS for the whole relationship
Run scheduled NPS to contacts synced from ConnectWise, not just per ticket.
Simplesat vs. ConnectWise surveys
ConnectWise's built-in surveys cover the basics. Simplesat drives coaching, retention, and QBR conversations.
Everything the integration does
Capabilities built specifically for ConnectWise teams, from collection to action.
Embed a one-click CSAT, CES, NPS, or 5-star survey, or a survey link, in the notification emails your platform already sends when a ticket, case, or request closes.
Service and project tickets alike: summary, board, type, priority, SLA, team, company, and more attach to every response. Slice CSAT by tech, board, or client without manual tagging.
Set it and forget it: when a ticket is set to closed in ConnectWise PSA, the customer gets a Simplesat survey. No tech effort, no manual sends.
ConnectWise contacts sync to Simplesat automatically: a full sync on activation, then daily incremental updates.
Ratings sync to custom fields on both service and project tickets, ready for ConnectWise workflows, views, and your BrightGauge dashboards.
Negative rating? A follow-up ticket lands on your board automatically. Choose which ratings (positive, neutral, negative) open tickets, so techs respond before clients escalate.
Each contact's latest feedback lives on their ConnectWise record as custom fields. Account managers see satisfaction before every call and every QBR.
Feedback syncs to the ConnectWise service ticket as an internal note, visible to techs and dispatchers inside their normal workflow.
What you need
ConnectWise
plan:
Any ConnectWise PSA plan
Simplesat plan:
Standard or higher
Permissions:
ConnectWise admin access
Setup time:
Under 15 minutes
ConnectWise PSA (formerly ConnectWise Manage) is the leading professional services automation platform for MSPs and IT service providers, running ticketing, projects, agreements, and billing for tens of thousands of businesses.
The Simplesat integration sends CSAT, NPS, and 5-star surveys from closed-ticket emails, writes feedback back to service tickets, and reports on satisfaction by tech, service board, and client for coaching and QBRs.
Works with your whole stack
Frequently asked questions
How does the ConnectWise integration actually work?
Connect ConnectWise PSA and surveys send when tickets close, on both service and project boards. Scores write back to ticket custom fields and contact records, feedback lands as internal notes, and negative responses can open follow-up tickets, with board, type, priority, and company details on every response.
Do technicians get credited correctly for their surveys?
Yes. Each response is attributed to the technician on the ticket, so leaderboards and per-technician reporting stay accurate, and feedback lands with the right person.
Can CSAT scores feed BrightGauge or Power BI dashboards?
Yes. Scores written to ConnectWise custom fields are ready for ConnectWise workflows, views, and your BrightGauge dashboards, and the API or scheduled exports feed Power BI and other reporting tools.
Do my agents need a Simplesat login?
No. Customer ratings land right on the ticket in your helpdesk, so agents see their feedback without logging into Simplesat at all. Only the people who build surveys, dashboards, and reports - your admins and managers - need a seat.
Can negative feedback automatically create a follow-up ticket and alert the right people?
Yes. When negative feedback arrives, Simplesat can create a follow-up ticket in your helpdesk, alert the right manager and agent instantly, and tag the original ticket, so service recovery starts in minutes.
How is Simplesat different from my helpdesk's built-in CSAT?
Built-in CSAT gives you a score. Simplesat gives you the full picture: follow-up questions with conditional logic, segmentation by team and brand, trend reporting, AI topic detection, and automated routing when scores drop. The result is higher-quality, more actionable feedback.
Can customers leave reviews on Google or Trustpilot?
Yes. Thank-you pages can invite customers to share their experience on Google, Trustpilot, or another review site you choose. You control which surveys include the invitation and how it's presented.
How does feedback data sync with my helpdesk?
Automatically. Ratings and comments post back to the ticket, as comments, tags, or custom fields, depending on your helpdesk. That means agents see feedback right where they work, and your existing reporting stays intact.That means agents see feedback right where they work, your existing reporting stays intact. Every response links back to its original ticket.
