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

Jun 29, 2022
Katy is a Product Marketing Manager at Census who loves baking and PC gaming. She enjoys working on startups, SaaS technology, and modern data platforms.

Census + Help Scout: Better together

Today we’re thrilled to announce our partnership with Help Scout, a powerful customer success platform that combines email, live chat, and a knowledge base to enable businesses to deliver help with a personal touch.

Together, Census + Help Scout 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.

✨ 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 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 Census and Help Scout

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

Watch the video tutorial or check out our product documentation to get started:

Start syncing your data 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, chat with a data consultant.

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.

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

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