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Close
Tableau

Close and Tableau Integration

Seamlessly connect Close CRM with Tableau to unlock powerful sales insights and drive smarter business decisions.

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Explore Triggers and Actions

Triggers
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Events that start automations (reorder apps to see more triggers)
Actions
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Steps your automation takes in response (reorder apps to see more actions)
New Custom Event
Trigger new event when the configured types of events are triggered.
New Lead Status Change
Trigger new event when a Lead's status is changed
New Lead
Trigger new event when a new Lead is created
New Opportunity
Trigger new event when a new Opportunity is created
Create Project
Creates a project on the specified site. You can also create project hierarchies by creating a project under the specified parent project on the site.
Download PDF
Downloads images of the sheets of a workbook as a PDF file.
Query Projects
Returns a list of projects on the specified site.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Close and Tableau?

Our Close and Tableau integration enables you to effortlessly sync your sales data from Close into Tableau’s advanced analytics platform. Visualize your sales pipeline, track performance metrics, and generate custom reports with real-time data. This integration empowers sales teams and analysts to uncover trends, forecast revenue, and optimize strategies—all within a single, intuitive dashboard.

Connect
Close
and
Tableau
to streamline your company's workflows, automate tasks, and boost productivity.
Contact Sales

Frequently asked questions

How do I connect Close with Tableau?

You can connect Close with Tableau by using our pre-built connector or API integration. Simply authenticate your Close account within Tableau, select the data you want to sync, and start visualizing your sales data instantly.

What types of Close data can I analyze in Tableau?

You can analyze a wide range of Close data including leads, opportunities, sales activities, email interactions, call logs, and custom fields. This comprehensive data set allows for in-depth sales performance analysis and forecasting.

Is the data sync between Close and Tableau real-time?

Our integration supports near real-time data synchronization, ensuring your Tableau dashboards reflect the most up-to-date sales information from Close with minimal delay.

Do I need technical skills to set up the integration?

No technical expertise is required. The integration is designed for ease of use with step-by-step setup guides and customer support to help you connect Close and Tableau quickly.

Can I customize the reports and dashboards in Tableau using Close data?

Absolutely. Once your Close data is in Tableau, you can create fully customized reports and interactive dashboards tailored to your business needs, enabling deeper insights and better decision-making.

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