--- title: "Customer health signals - Stacksync" description: "A Genie rolls up product, support, and finance data into a health score that lives on every Salesforce record, refreshed in real time from Postgres, Zendesk,…" canonical: https://www.stacksync.com/use-case/customer-health-signals last_modified: 2026-07-05 --- Stacksync × Supabase Miami: **AI-Native Operations** Oct 13 [Reserve your spot](https://www.stacksync.com/events/2026-10-13-supabase-miami) AI health scoring on every account # Customer health signals on every record > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md A Stacksync Genie rolls up product usage from Postgres, support load from Zendesk, and billing from Stripe into one health score that writes back onto every Salesforce account in real time. [Book a demo](https://www.stacksync.com/book-a-demo) [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Where health scores go wrong ## Three reasons your health score lies. A real health read needs product, support, and finance signals together, fresh. Most scores see one source, late, with no judgement applied. 01 - Siloed inputs ### A score built on one signal misses the churn A model that only sees product usage rates a quiet-but-paying account healthy while it stacks Zendesk tickets and misses an invoice. The score looks green right up to the cancel. DATA QUALITY 02 - Stale rollups ### The CSM sees last week's health Batch jobs recompute the score nightly or weekly. By the time a CSM opens the Salesforce record, a spike in tickets or a failed payment hasn't moved the number yet. LATENCY 03 - No reasoning ### A number with no why behind it A bare 62 tells the CSM nothing about what to do. Without an agent weighing the inputs and explaining the drop, the score gets ignored as noise. IDENTITY PLATFORM ## Six products. One Platform. Replace many legacy vendors. Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain. [Start building now](https://www.stacksync.com/book-a-demo) ### [Two-way sync](https://www.stacksync.com/two-way-sync) Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors. Replaces: Heroku Connect and Salesforce Data 360 Heroku Connect Salesforce Data 360 ### [Workflow automation](https://www.stacksync.com/workflow-automation) Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands. Replaces: Workato and Boomi ### [AI Agents](https://www.stacksync.com/ai-agents) Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code. Natively available in: Claude and ChatGPT and Gemini Claude ChatGPT Gemini ### [Event queues](https://www.stacksync.com/event-queues) Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery. Replaces: Kafka and Amazon SQS and Confluent Kafka Amazon SQS ### [Database hosting](https://www.stacksync.com/database-hosting) Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation. Replaces: AWS RDS and Self-hosted databases AWS RDS Self-hosted databases ### [EDI](https://www.stacksync.com/edi) Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables. Replaces: SPS Commerce and TrueCommerce [Start building now](https://www.stacksync.com/book-a-demo) Connectors ## Every signal that feeds health, on one record. Stacksync ships pre-built two-way connectors for the product databases, help desks, billing systems, and CRMs a Genie reads to score health, with masking and replay. Product & analytics 05 - Postgres - MySQL - MongoDB - Segment - Datadog Support & comms 05 - Zendesk - Intercom - Slack - Twilio - SendGrid Billing & finance 05 - Stripe - Chargebee - Recurly - NetSuite - QuickBooks CRM & warehouse 05 - Salesforce - HubSpot - Snowflake - BigQuery - Databricks Custom Salesforce score fields, Zendesk satisfaction data, and your own usage tables are first-class, no scripting required. [Browse all 1,000+ connectors](https://www.stacksync.com/connectors) SECURITY ## Security teams trust Stacksync As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | SOC 2 Type II | | | ISO 27001 | | | HIPAA BAA | | | GDPR | | | CCPA | | | DPF US-EU-UK-CH | → SECURITY WITH BENEFITS ### SSO & SCIM Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more. ### Alerts Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options. ### Secure connection options Securely connects to your systems with: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more Common questions ## Common questions about customer health scoring. The four concerns every CS and RevOps team raises before trusting a Genie-built health score. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### What signals go into the health score? The Genie weighs product usage from Postgres, ticket volume and CSAT from Zendesk, and billing status from Stripe together, so the score reflects all three instead of one siloed input. ### How fresh is the score on the CRM record? Real-time. As usage, tickets, or invoices change, the Genie recomputes and writes the score back to Salesforce in seconds, so the CSM never reads a week-old number. ### Does the score explain itself? Yes. The Genie writes a short reason with the number, flagging the ticket spike or failed payment driving the drop, so the CSM acts on a why, not a bare figure. ### Can we tune the scoring logic and fields? Yes. Score weights, thresholds, and the custom Salesforce fields they write to are configurable, and map in the visual mapper alongside your standard account fields. ## Stop scoring health on one signal. A real-time score on every account. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)