Tableau Desktop and Capsule CRM integration + automation

Tableau Desktop and Capsule CRM integrations couldn’t be easier with the Tray platform’s robust Tableau Desktop and Capsule CRM connectors, which can connect to any service without the need for separate integration tools.

Integrations

Seamless Tableau + Capsule CRM integrations

Take a fully data-driven approach to your sales motion with Tableau Desktop + Capsule CRM integrations. With the low-code Tray Platform, you don’t need to rely on IT support to bidirectionally sync Tableau + Capsule with any data source. You can connect email, flat files (such as CSVs), webhooks, FTP, and all your cloud-based tools (even using data within custom fields)

Need Tableau + Capsule connectors to sync comprehensive data visualizations with customer-centric sales and support processes? Any business user can rapidly stand up custom Tableau + Capsule API integrations that equip your teams with game-changing analytics that fuel hyper-personalized engagement. Connect your entire tech stack to flow data across all your tools and convert more high-value prospects.

You can also boost your sales performance with data-driven decisions using powerful, multi-step Tableau + Capsule automation. You can build custom, automated workflows that equip teams with real-time account dashboards and drive strategic alignment.

Automation

Automate Tableau + Capsule to win more deals

Automatically flow powerful data analytics and visualizations across your sales teams with robust Tableau + Capsule automation. Our extensive array of pre-built connectors, data helpers, and custom logic operators makes it easy for you to design automated workflows that kick off limitless operations on any custom trigger.

Any business user across sales, analytics, customer support, marketing, HR, demand generation, or any other team within your company can build flexible Tableau + Capsule automation that unlocks actionable sales insights. You can connect with Tableau + Capsule at the API level to rapidly update internal dashboards and targets based on real-time analytics, and merge data from across all of your tools to equip sales teams with comprehensive customer insights.

Automate any process by connecting Tableau + Capsule with all your go-to tools, including your ERP, data warehouse, customer data platform, e-commerce software, internal chat tools, email, virtual engagement tools, customer support tools, and IT management systems.

Use cases

Winning customer data visualization at scale

Need to unify and analyze customer profile data from your CRM and product usage data from your customer data platform to hyper-personalize your web chat? Need to rapidly unlock insights into sales performance by territory to boost productivity and drive strategic growth? Both business and power users can use our platform to handle their unique business use cases. We combine ease-of-use with robust processing power and can reliably handle bulk data jobs that process billions of events daily.

Our platform is built on elastic, serverless architecture, to ensure that all your processes automatically scale as your data needs evolve. You can automate and integrate without limits by connecting Tableau + Capsule with a host of popular tools, including Mailchimp, Shopify, WordPress, Dropbox, Office 365, Salesforce, Jira, NetSuite, Slack, and Smartsheet.

We built our platform to include enterprise-grade security, so you can build with confidence. We’re also SOC 2 Type 2-certified and compliant with all major data privacy regulations, including GDPR, CCPA, and HIPAA.

Popular Tableau Desktop and Capsule CRM integrations

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Tableau Desktop and Capsule CRM Connector Details

Tableau Desktop

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UsesAll

CategoryBusiness Intelligence (BI)

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Tableau Desktop connector available at the moment.

To get data in and out of Tableau Desktop, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Capsule CRM

Learn more

UsesSales

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Update partyCreate opportunityCreate partyDelete opportunityGet milestoneGet opportunityGet partyList countriesList custom fieldsList custom titlesList lost reasonsList milestones

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By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Senior Director Growth, New Relic