Sync Help Scout data to Sourcetable
Help Scout
All your business data, synced in a spreadsheet.
Find out how to make the most of your Help Scout messaging data with Sourcetable
Sourcetable Benefits
Query and cross-reference data
Help Scout's shared inbox, help centre and live chat software gives users the tools they need to manage cross-channel customer communications. Sourcetable automatically links Help Scout to all the other apps you use, giving your marketing and support teams the tools they need to create the best customer experience possible.
Automation
Use Sourcetable to compile key data from Help Scout and other platforms quickly and intuitively, automate processes in one easy-to-use spreadsheet, and free up time to focus on other important aspects of your business.
Accessibility
Query inputs and data from Help Scout and multiple other databases and platforms in Sourcetable, without having to learn SQL. Make your customer support data readily available to everyone on your team, all in one place.
Visualizations
Sourcetable comes with a full suite of visualization tools for all your reporting needs - charts, graphs, conditional formatting, pivot tables and more. Create visually striking live dashboards to share with your team and identify the KPIs that matter most.
How to get the most of Help Scout with Sourcetable
Smart Templates
Use out of the box tried and tested templates in order to cross-reference Help Scout data and enable data collaboration across your entire organisation
Quick Analysis
Analyse your customer support KPIs quickly and easily in intuitive cross-channel reports
Ease Of use
Compile all your Help Scout data into a single spreadsheet, identifying key business insights behind the numbers in order to confidently improve your customer’s experience.
Who uses Help Scout data in Sourcetable
📈 Marketing and Advertising professionals
👷🏿 Sales and Sales Ops folk
🚀 Founders
👩🏼💼 Customer Support Professionals
🏢 Ecommerce businesses
Here's a sample of the Help Scout data that will be available in your Sourcetable spreadsheets:
CONVERSATION_HISTORY
Contains history of conversation happened between the customer and the support agent who helped resolving the customer's issue
CONVERSATION_TAG_HISTORY
Contains the association of conversation history and tag history
CONVERSATION_THREAD_ATTACHMENT_HISTORY
Contains the association of conversation history, conversation thread history along with filename, size, url, width and height
CONVERSATION_THREAD_BCC_HISTORY
Contains the association of conversation history, conversation thread history along with email
CONVERSATION_THREAD_CC_HISTORY
Contains the association of conversation history, conversation thread history along with email
CONVERSATION_THREAD_HISTORY
Contains the conversation history, customer history, user history, type, status, body of conversation along with timestamp information of created at and opened at
CONVERSATION_THREAD_TO_HISTORY
Contains the association of conversation history, conversation thread history along with email
CUSTOMER_CHAT_HISTORY
Contains customer history id, type and value
CUSTOMER_EMAIL_HISTORY
Contains customer history id, type and value
CUSTOMER_HISTORY
Contains the first name, last name, gender, job title, address information, photo url and age of customer
CUSTOMER_PHONE_HISTORY
Contains customer history id, type and value
CUSTOMER_SOCIAL_PROFILE_HISTORY
Contains customer history id, type and value
CUSTOMER_WEBSITE_HISTORY
Contains customer history id, and value
HAPPINESS_RATING
Contains the rating information given by the customer to the support agent and has fields like customer history, rating information, number, thread id and thread created date
MAILBOX_FOLDER_HISTORY
Contains mailbox history id, name, type, user id, total count and active count
MAILBOX_HISTORY
Contains email, name, slug and timestamps of created at and updated at
MAILBOX_WORKFLOW_ HISTORY
Contains mailbox history id, name, type, status, order and timestamps of created at and updated at
TAG_HISTORY
Contains the slug, name,color, ticket count and timestamps of created at and updated at
TEAM_HISTORY
Contains first name, last name, photo url, email, role, timezone and timestamps of created at and updated at
TEAM_USER_HISTORY
Contains associations of team and user
USER_HISTORY
Contains user information like first name, last name, email, photo url, role, timezone, and timestamps of created at and updated at
Sample companies
Online businesses integrating Help Scout with Sourcetable can quickly access all relevant data on customer engagement, feedback, chats and automatic email sequences.
-
Software as a Service
(SaaS) companies -
Small to Medium
sized businesses -
B2B Platforms
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B2C Marketplaces
Popular Use Reports & Use Cases
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See an active list of all Help Scout tickets
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Analyze customer support performance to predict churn
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Combine MySQL user table and Help Scout tickets for cohort analysis
Help Scout + MySQL
What makes Sourcetable special?
Interconnectivity
Connect, sync and query your Help Scout customer support data together with findings from 30+ other sources, to drive decisions and improve customer experience
Collaboration
Create and share workflow templates based on data from Help Scout and other platforms, no knowledge of SQL required
Automation
Automate your Help Scout data, saving valuable time to focus on selling your product
Frequently Asked Questions
How do I sync my Help Scout data to Sourcetable?