Dialpad
Tableau

Dialpad and Tableau Integration

Seamlessly connect Dialpad’s AI-powered communication platform with Tableau’s advanced analytics to unlock deeper insights and drive smarter business decisions.

Explore Triggers and Actions

New Contact Event (Instant)
Trigger new contact event subscription. See
New SMS Event (Instant)
Trigger new SMS event subscription.
Update Contact Event (Instant)
Trigger update contact event subscription.
New Call Event (Instant)
Trigger new call event subscription. See
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 Dialpad and Tableau?

The Dialpad and Tableau integration empowers teams to visualize and analyze real-time communication data effortlessly. By combining Dialpad’s call, message, and meeting data with Tableau’s robust data visualization tools, businesses can monitor performance metrics, identify trends, and optimize customer interactions—all within an intuitive dashboard. This integration enables sales, support, and leadership teams to leverage actionable insights that enhance productivity and improve customer experience.

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

Frequently asked questions

What data from Dialpad can I visualize in Tableau?

You can visualize call logs, message histories, meeting details, agent performance metrics, call outcomes, and sentiment analysis data directly within Tableau dashboards.

How do I set up the Dialpad and Tableau integration?

Setup is simple: connect your Dialpad account to Tableau using our secure API connector, authenticate your credentials, and select the data streams you want to import for visualization.

Can I view real-time communication data in Tableau?

Yes, the integration supports near real-time data syncing, allowing you to monitor live call activity and communication trends as they happen.

Is my Dialpad data secure when integrated with Tableau?

Absolutely. The integration uses encrypted data transfer protocols and adheres to strict security standards to ensure your communication data remains protected.

Do I need technical expertise to use this integration?

No technical expertise is required. Our step-by-step setup guide and intuitive interface make it easy for any user to connect Dialpad with Tableau and start gaining insights quickly.

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