Help Scout & Census: Sync trusted data to delight customers and reduce churn

Help Scout & Census: Better together

Today we’re thrilled to announce our partnership with Census, a supercharged operational analytics tool that syncs data from your warehouse into all your business tools, allowing teams to act and automate with confidence. 

Together, Help Scout & Census is the easiest way for customer success teams to do more with their data. Using Reverse ETL, data and operations teams can send trusted data from their source of truth to business tools for action and automation.

I'll be honest, Census is my favorite SaaS product apart from Help Scout of course. Once you get addicted to live data in your tools you can't stop.

Eli Overbey
Eli Overbey

VP of Revenue Operations at Help Scout

✨ Customers using Help Scout and Census can self-serve with data in the warehouse, and power operational use cases such as:

  • Calculating account health scores: Use all your internal customer data in the warehouse to enrich accounts and users with health scores, then trigger operational alerts to help users proactively resolve issues for at-risk customers.

  • Improving user visibility and productivity: Display product usage metrics next to tickets and increase visibility so account reps don’t have to check 5 different tools to get the full picture.

  • Prioritizing tickets: Use web, product, and billing data to identify VIP accounts, then automatically route & prioritize requests from users associated with those accounts.

Now, customer success and support teams can get the data they need at their fingertips, without relying on engineering favors. 🚀

Get started by connecting Help Scout and Census

If you centralize your data in any of the major data warehouses like Snowflake, BigQuery, Redshift, Databricks, or other sources, Help Scout can help you sync to Census in minutes. If you don’t have a Census account, sign up for a free trial here.

Get started in 3 steps:

  1. Connect Census to your data warehouse. We support all the major data warehouses.

  2. Then connect Census to Help Scout using a standard OAuth flow.

  3. Choose which Customer fields you want to sync to Help Scout. We support standard and custom properties.

For more help, view Census' product documentation or reach out to us at help@helpscout.com.

How Help Scout uses Census internally for Revenue Operations

In addition to customer success, Census empowers data-driven operations across your entire business, including sales and marketing. Help Scout’s Revenue Operations team uses Census internally to sync their customer data in Google BigQuery and Looker to business tools like Salesforce and HubSpot, and even back into the Help Scout app itself.

Eli Overbey, VP of Revenue Operations at Help Scout, has taught his entire team how to use Census to enrich accounts with product usage context, keep marketing attributes up-to-date, and track onboarding funnel metrics.

We use Census every day to get fresh data into Salesforce and HubSpot. Now, we can pipe all of our warehouse data from BigQuery into Help Scout as well. And it just gets more powerful as you go along. It's the tool I would pay for any day of the week.

Eli Overbey
Eli Overbey

VP of Revenue Operations at Help Scout

See Census’ announcement here!

Questions? Reach out to Help Scout at partnerships@helpscout.com or Census at hello@getcensus.com.

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Help Scout
Help Scout

Delight more customers with Help Scout — the all-in-one customer support platform for growing businesses. Simple-yet-powerful features allow you to handle incoming requests, seamlessly integrate with Shopify, give answers in an instant, and send messages beyond the inbox. Founded in 2011 and remote since day one, Help Scout employs over 140 folks in more than 115 cities across the globe.

Check out our new AI features and explore the platform for yourself with a free trial or live demo. Not ready for a trial? Follow us on LinkedIn to see what we’re up to!