Simplesat NPS on the customer record in Vitally
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70+ Integrations
No extra tools for most setups
Feedback on the customer record
Connect
Link Simplesat to Vitally at the survey level and authorize the push to accounts.
Configure
Create an NPS record and write score, comment, and sentiment traits to the profile.
See results
CSMs see the score and comment on the Vitally timeline, with health and usage data.
Why CS teams add Simplesat
Vitally is where CSMs live; Simplesat puts feedback right on the customer record.
Feedback where CSMs work
NPS and satisfaction traits sync to the Vitally profile, score and verbatim comment.
Health scores that reflect sentiment
Simplesat NPS feeds your model as a trait, sharpening churn-risk signals.
Better renewal and QBR prep
CSMs see recent satisfaction scores in Vitally, on the record, in context.
What the Vitally integration does
Simplesat creates NPS records and writes score, comment, and sentiment traits to the Vitally customer profile your CS team works from.
NPS records and custom traits sync from Simplesat to Vitally, so your health scores reflect what customers actually said, not just what they clicked.
What you need
Vitally
plan:
Vitally paid plan with API ingestion
Simplesat plan:
Standard or higher
Permissions:
Vitally API access; Simplesat survey connection
Setup time:
Under 20 minutes
Vitally is a customer success platform for B2B SaaS, used to manage account health, automate CS workflows, and drive retention. CSMs work in it daily, tracking health scores, running playbooks, and prepping for customer conversations.
The Simplesat integration syncs NPS records and satisfaction traits, score, comment, and sentiment, to the Vitally customer profile, so feedback sits on the timeline beside usage and support metrics and can feed health scores.
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 survey data flow into Power BI, Snowflake, Looker, or our data warehouse?
Yes. Native connectors cover Snowflake, BigQuery, Databricks, and Amazon Redshift. Feedback also flows into Power BI, Tableau, Looker Studio, Google Sheets, and Geckoboard. Need something custom? Scheduled CSV exports, webhooks, and the API can pipe your data anywhere else.
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.
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 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.
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.
