Customer Feedback That Lives in SugarCRM
Live in minutes
70+ Integrations
No extra tools for most setups
Up and running in under 15 minutes
Connect
Authenticate Simplesat with your SugarCRM instance - works with Sugar Sell and Sugar Serve.
Configure
Embed surveys in the emails SugarCRM sends at case close. Merge fields attribute each one.
See results
Ratings tag the case, feedback logs as a contact note, and custom fields hold the scores.
Integrating Simplesat with
SugarCRM
Why SugarCRM teams choose Simplesat
SugarCRM holds the full customer lifecycle. Simplesat adds the customer voice to it.
Surveys in the emails Sugar sends
One-click CSAT, NPS, or 5-star surveys go out with case-closure notifications.
Satisfaction on every record
Ratings tag tickets, feedback logs as a note, and custom fields hold the latest scores.
CSAT by owner, account, and team
Reporting surfaces satisfaction by rep, account type, and over time to prove CX impact.
Everything the integration does
Simplesat collects feedback at case close, tags records by sentiment, logs contact notes, syncs scores to fields, and adds case context.
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.
Feedback information lands as tags or labels directly on the ticket: instant filters for reporting in the tools your team already uses.
Each response is added to the contact, building a feedback history anyone on the team can read before their next conversation.
Every survey response arrives enriched with ticket, conversation, or case context like ID, subject, priority, assignee, requester, and custom fields. Analyze satisfaction data using the attributes already tracked in your support platform, without manual tagging.
Customer feedback posts back as an internal note to the original ticket or conversation. Agents see their feedback immediately without leaving their queue, and managers get context during reviews and reports.
All related feedback information syncs to custom fields in your helpdesk, accessible directly where the data can be made useful.
What you need
SugarCRM
plan:
Sugar Serve; Sell Essentials+ for fields
Simplesat plan:
Standard or higher
Permissions:
SugarCRM admin for email and custom field setup
Setup time:
15–30 minutes
SugarCRM is an enterprise CRM available in cloud and on-premises deployments, with three product lines sold separately - Sugar Sell (sales), Sugar Serve (service), and Sugar Market (marketing) - each with a 15-user minimum.
The Simplesat integration embeds surveys in SugarCRM case and ticket closure emails, writes ratings and sentiment tags to records, logs each response as a contact note, and syncs scores to custom fields - making satisfaction a first-class metric in Sugar.
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.
