Tableau CRM Integration With Nutshell

Integrating Tableau with Nutshell CRM

Nutshell is a user-friendly and intuitive CRM that helps businesses grow by providing robust sales automation, team collaboration, and customer engagement tools.

Tableau is a leading business intelligence and analytics platform that allows businesses to see and understand their data, discover insights, and make informed decisions.

With this integration, you can easily send your CRM data to Tableau and take advantage of Tableau’s business intelligence and data analytics capabilities to enhance your sales and marketing.

Tableau CRM Integration Benefits:

• Real-time updates: With the Nutshell and Tableau integration, you can easily monitor your sales performance with real-time updates as your data changes.
• Increased efficiency: By eliminating the need for manual data entry and duplicative reporting, you streamline your processes and save valuable time.

What it does:

With this integration, you can easily send Nutshell data to Tableau and create reports on leads, conversions, sales activities, and more.

Requirements:

To use this integration, you will need a Tableau account and a Nutshell account.

How to get started

Contact our team for assistance with setting up an integration.