Customer Feedback That Lives in Freshsales
Live in minutes
70+ Integrations
No extra tools for most setups
Up and running in under 10 minutes
Connect
Authenticate Simplesat with Freshsales. Contacts sync automatically and stay current.
Configure
Embed surveys in templates and sequences or trigger on deal events. Each ties to a deal.
See results
Feedback writes back to the contact and reporting. Filter by owner, stage, or segment.
Why Freshsales teams use Simplesat
Freshsales is your sales OS. Simplesat adds the customer voice, into your records.
Surveys with your sales emails
Embed one-click CSAT, NPS, and 5-star surveys in any template or sequence.
Feedback on the contact record
Every response logs as a note on the Freshsales contact and updates custom fields.
CSAT by owner, pipeline, segment
Reporting slices satisfaction across any dimension your CRM tracks.
Everything the integration does
Simplesat syncs contacts, writes feedback to records, surfaces scores in custom fields, and acts on negatives.
Add a survey to any campaign, or email and seamlessly send to your entire list at once. Dynamic fields within the survey embed identify each response. Set up and send a quarterly NPS campaign within minutes.
Contacts sync from your platform to Simplesat automatically. Lists, segments, and reporting stay accurate with zero CSV wrangling.
Feedback can be actioned immediately by creating a ticket in your helpdesk. Close the loop with unhappy customers before they churn, and make sure the positively engaged customers hear back too!
Each contact's record carries their latest CSAT, NPS, and sentiment, visible to anyone who opens it and usable in any segment, view, or automation you build on top.
What you need
Freshsales
plan:
Growth plan or higher (sync, fields)
Simplesat plan:
Standard or higher
Permissions:
Freshsales admin for setup; user to send surveys
Setup time:
Under 15 minutes
Freshsales is a cloud CRM from Freshworks for sales teams that want a fast, AI-assisted pipeline with built-in email, phone, and chat. It has a free plan for up to three users and paid tiers from $9 to $59 per user per month.
The Simplesat integration syncs contacts automatically, embeds surveys in templates and sequences, and writes every response back to the contact record, updating custom fields and logging a note. Reporting slices satisfaction by rep, stage, or segment.
Works with your whole stack
Frequently asked questions
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 I delay surveys until an issue is really resolved, and prevent over-surveying?
Yes. Set a delay so surveys send only after the conversation is truly resolved, matched to your reopen window. Suppression rules stop anyone from being surveyed too often, and you can exclude topics, inboxes, or tags entirely.
Can you build a custom integration for our stack?
Yes, custom builds are available for Enterprise users. If our native integrations don't cover what you need, our team can build a new one for you, with no engineering work on your side. Share your use case and we'll map out the best path for you.
Can customers answer with one click in the email?
Yes. The first click in the email records the rating instantly, even if the customer never opens the follow-up page. Anything they add after that, comments or extra answers, enriches the same response.
How do I switch from Delighted or another survey tool?
Import your historical feedback, scores and comments included, with a simple CSV import, so your trend lines stay intact. Most teams handle it themselves in minutes, and our team is happy to assist with more complex migrations. You can run Simplesat in parallel with your current tool until you're ready to switch.
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.
Do integrations or API access cost extra?
No. Integrations, API access, and webhooks are included on every plan. The one exception is Salesforce, which starts on Pro because it typically involves custom objects and deeper setup. Enterprise adds custom-built integrations from our team.
Do I need a developer to set up integrations?
No. Standard integrations are a Marketplace install and a few configuration steps. No code required. Our API is available for custom builds, but most teams never need it.
