Tableau Desktop and Zendesk Sell integration + automation

Target higher-value leads, craft personalized sales outreach and engagement, and drive rapid customer conversion and revenue growth with powerful Tableau Desktop + Zendesk Sell automation. You can connect with Tableau + Zendesk Sell at the API level to kick off limitless operations on any trigger by using our library of pre-built connectors, data helpers, and custom logic operators. 

Automate any process by bi-directionally syncing Tableau + Zendesk Sell with all your go-to tools, including your sales engagement tools, customer support tools, email, internal chat tools, data warehouse, customer data platform, ERP, e-commerce software, and IT management systems. You can unlock product usage insights to connect prospective customers with high-value use cases. You can flow performance insights across sales, marketing, and development teams to drive alignment and power winning outreach strategies. You can intelligently segment high-value accounts to prioritize outreach and spur revenue growth.

Any business user across sales, analytics, revenue, finance, demand generation, customer support, or any other team within your organization can build flexible Tableau + Zendesk Sell automation that empowers you to win more customers and drives maximal sales productivity. 

Drive sophisticated, hyper-competitive sales practices by connecting Tableau + Zendesk Sell with a host of popular tools, including Slack, GitHub, Adobe Analytics, Oracle NoSQL, Jira, Mailchimp, HubSpot, Gmail, Outlook, and Zoom. Whether you’re a business user who needs to rapidly stand up custom integrations or a power user who needs to reliably execute bulk data jobs, you can use the Tray Platform to solve your unique needs and use cases.

Need to auto-generate and share lead-specific analytics reports to equip sales teams with relevant, customer-centric insights? Need to sync Tableau + Zendesk Sell with your customer data platform to foster personalized engagement with prospective customers and win more deals? Need to regularly flow sales performance and revenue metrics across Zendesk Sell teams to build strategic, growth-oriented sales processes? Our elastic, serverless architecture ensures that all of your processes will automatically scale to meet your evolving data needs, no matter how complex they might be.

Keeping your data private is one of our top priorities, which is why our platform includes enterprise-grade security and is SOC 2 Type 2-certified. We’re also compliant with major data privacy regulations such as GDPR, CCPA, and HIPAA.