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Sync Help Scout data to Sourcetable

Help Scout

Help Scout is an intuitive customer service software with email integration support, whose shared inbox feature allows users and their teams to collaborate on support requests, and removes the complexities of a typical help desk system. It can be used to track customer support KPIs such as email conversations, volume via channel and conversations per agent.

Sync Help Scout data to Sourcetable


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Sourcetable logo

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.

An example interface to create an automation when sales surpass certain number

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.

A simple flow showing how a table converts to a chart easily

Find out how to get the most from Help Scout with Sourcetable

A Magic Wand

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

A Magic Wand

Quick Analysis

Analyse your customer support KPIs quickly and easily in intuitive cross-channel reports

A Magic Wand

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:

Show all (21)

CONVERSATION_HISTORY

Contains history of conversation happened between the customer and the support agent who helped resolving the customer's issue

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CONVERSATION_TAG_HISTORY

Contains the association of conversation history and tag history

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CONVERSATION_THREAD_ATTACHMENT_HISTORY

Contains the association of conversation history, conversation thread history along with filename, size, url, width and height

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CONVERSATION_THREAD_BCC_HISTORY

Contains the association of conversation history, conversation thread history along with email

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CONVERSATION_THREAD_CC_HISTORY

Contains the association of conversation history, conversation thread history along with email

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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

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CONVERSATION_THREAD_TO_HISTORY

Contains the association of conversation history, conversation thread history along with email

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CUSTOMER_CHAT_HISTORY

Contains customer history id, type and value

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CUSTOMER_EMAIL_HISTORY

Contains customer history id, type and value

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CUSTOMER_HISTORY

Contains the first name, last name, gender, job title, address information, photo url and age of customer

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CUSTOMER_PHONE_HISTORY

Contains customer history id, type and value

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CUSTOMER_SOCIAL_PROFILE_HISTORY

Contains customer history id, type and value

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CUSTOMER_WEBSITE_HISTORY

Contains customer history id, and value

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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

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MAILBOX_FOLDER_HISTORY

Contains mailbox history id, name, type, user id, total count and active count

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MAILBOX_HISTORY

Contains email, name, slug and timestamps of created at and updated at

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MAILBOX_WORKFLOW_ HISTORY

Contains mailbox history id, name, type, status, order and timestamps of created at and updated at

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TAG_HISTORY

Contains the slug, name,color, ticket count and timestamps of created at and updated at

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TEAM_HISTORY

Contains first name, last name, photo url, email, role, timezone and timestamps of created at and updated at

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TEAM_USER_HISTORY

Contains associations of team and user

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USER_HISTORY

Contains user information like first name, last name, email, photo url, role, timezone, and timestamps of created at and updated at

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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

  • B2C Marketplaces

What makes Sourcetable special?

A Magic Wand

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

A Magic Wand

Collaboration

Create and share workflow templates based on data from Help Scout and other platforms, no knowledge of SQL required

A Magic Wand

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?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Help Scout data.
What common integrations do people combine with Help Scout?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Help Scout - and other customer support platforms such as Zendesk and Intercom - at a glance without SQL.




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