Connect Privyr and Tableau to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

Tableau

Automatically do this!

Enable Integrations or automations with these events of Privyr and Tableau

Enable Integrations or automations with these events of Privyr and Tableau

Actions

Create Client

Create Client

Creates a new client

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Frequently Asked Questions

How do I start an integration between Privyr and Tableau?

To start, connect both your Privyr and Tableau accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Tableau (or vice versa).

Can we customize how data from Privyr is recorded in Tableau?

Absolutely. You can customize how Privyr data is recorded in Tableau. This includes choosing which data fields go into which fields of Tableau, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Privyr and Tableau?

The data sync between Privyr and Tableau typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Privyr to Tableau?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Privyr and Tableau?

Yes, you can set conditional logic to control the flow of data between Privyr and Tableau. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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Tableau

About Tableau

Tableau is a leading data visualization and business intelligence tool that helps users transform raw data into interactive and shareable dashboards. It enables organizations to make data-driven decisions by providing insights through visual analytics.

Learn More