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Customer Feedback Built Into Keap (Infusionsoft)

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Step 1

Connect

Link Simplesat to Keap; contacts sync automatically, no CSV exports.

Step 2

Configure

Embed a survey in any Keap email or campaign; merge tags link responses to contacts.

Step 3

See results

Feedback logs as a contact note, with promoter/detractor tags for follow-up.

It helps us receive feedback easily and accurately from our customers, and measure our sales and operations teams' KPIs.
Tolga D.
IT Director
Implementing surveys and integrating them with our systems was easy. We send NPS and CSAT surveys with minimal effort.
Sunil G.
Operations Manager, Observe.AI
Why Simplesat for
Keap

Why Keap teams choose Simplesat

Keap automates follow-up; Simplesat feeds sentiment back into your segments.

Surveys inside your sequences

Drop a survey into any Keap email; one-click CSAT, NPS, or 5-star, no leaving the inbox.

Feedback on the record, tagged for action

Each response logs as a contact note with promoter/detractor tags.

Segment by who's happy and who needs saving

Simplesat trends plus Keap segmentation let you act on the data.

See how your team is really performing

Explore Simplesat with real data. No login, no setup, no pressure.

Features

Everything the integration does

Simplesat syncs Keap contacts, embeds surveys in campaigns, writes feedback to records, and tags by response.

Embed surveys in campaigns and sequences
Collecting

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.

Tag contacts with rating and sentiment
Seeing results

Add rating and sentiment tags to contacts, segment campaigns by who's delighted and who needs a save: promoters get the referral ask, detractors get the apology.

Daily contact sync
Data sync

Contacts sync from your platform to Simplesat automatically. Lists, segments, and reporting stay accurate with zero CSV wrangling.

Log feedback on the contact record
Seeing results

Each response is added to the contact, building a feedback history anyone on the team can read before their next conversation.

Keep contact records updated with the latest scores
Seeing results

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.

Requirements

What you need

Keap

plan:

All Keap plans (from $249/mo)

Simplesat plan:

Standard or higher

Permissions:

Keap admin access for initial setup

Setup time:

Under 15 minutes

About this integration

Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform for small businesses, combining contacts, email campaigns, automations, pipelines, and e-commerce in one subscription from $249/month.

The Simplesat integration syncs contacts, embeds surveys in Keap emails and sequences, and writes each response back to the contact record as a note, with rating and sentiment tags so follow-up campaigns target promoters and detractors.

Trusted by service-minded teams worldwide
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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.