CSAT & NPS surveys inside Halo Service Desk
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Start collecting feedback in minutes
Connect
Link Halo Service Desk to Simplesat. No code, no workflow changes.
Configure
Embed a one-click survey in Halo's ticket-close emails, tied to ticket and customer name.
See results
Responses land in Simplesat dashboards in real time, filterable by team or date.
Why Halo teams add Simplesat
Halo resolves tickets efficiently; Simplesat turns each resolution into visible feedback.
Surveys that get responses
Branded CSAT, NPS, or 5-star in Halo's closure emails, one click, no login.
Feedback tied to every ticket
Merge fields tie each response to the customer name and ticket it came from.
Reporting for IT managers
Dashboards surface satisfaction trends by team and client for reviews.
What the integration does
The Halo Service Desk integration adds branded feedback surveys to your ticket-closure emails, all tracked and reported in Simplesat.
What you need
Halo Service Desk
plan:
All plans
Simplesat plan:
All plans
Permissions:
Halo admin access to email templates
Setup time:
Under 10 minutes
Halo Service Desk (HaloITSM) is an ITIL-aligned IT service management platform for IT, HR, and customer service teams. It runs cloud-hosted or on-premises, with all modules in a single per-agent license.
The Simplesat integration embeds one-click CSAT, NPS, or 5-star surveys in the notifications Halo sends when a request resolves. Merge fields attribute each response to the right ticket and customer, with all data in Simplesat dashboards.
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 negative feedback automatically create a follow-up ticket and alert the right people?
Yes, where the integration supports it. A negative rating can open a follow-up ticket in Zendesk, Gorgias, Freshdesk, Freshservice, HubSpot, LiveAgent, ConnectWise, Autotask, Halo PSA, SyncroMSP, or Vorex, a follow-up case in Salesforce, or a follow-up issue in Jira. With any helpdesk, a low score can alert the right people by email, Slack, or Microsoft Teams within minutes.
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 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 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, reporting by agent, customer, and company, 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. Every response links back to its original ticket.
Can I send survey data to tools outside my helpdesk?
Yes. Simplesat pushes feedback to 100+ tools automatically: CRMs like Salesforce and HubSpot, BI platforms like Power BI, spreadsheets like Google Sheets, and communication tools like Slack. No exports, no manual work.
