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Connect RDStation CRM to Tableau: Dashboards in Minutes

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Connect RDStation CRM to Tableau

RDStation CRM

Tableau

Kondado makes it simple to visualize your RDStation CRM data in Tableau without technical complexity or coding requirements. Our platform creates a direct connection between your Brazilian sales management tool and Tableau, allowing you to transform deal records, contact information, and team activities into actionable visual insights. You can replicate data from RDStation CRM on a configurable schedule, ensuring your dashboards reflect the latest sales negotiations and customer interactions captured through WhatsApp and other channels. This seamless flow helps marketing and operations teams track campaign effectiveness and sales progress without manual data exports.

available pipelines

189

extractable fields

✓No code, no spreadsheets
✓Auto-refreshed data
✓14-day free trial

Connect RDStation CRM now →

Try out all the features for free for 14 days

Kondado connects RDStation CRM to Tableau via a direct integration that requires no intermediate databases or complex setup, offering nine data pipelines including Deals, Contacts, and Stage History with automated updates configurable from every 5 minutes to daily.

Business teams gain immediate visibility into sales performance, pipeline health, and team productivity by turning raw CRM data into clear visual stories that support faster strategic decisions and improved customer relationship management.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

Try out all the features for free for 14 days

Available data

RDStation CRM data available in Tableau

Each item below is automatically replicated by Kondado from RDStation CRM into Tableau — no schema setup, no manual mapping.

available pipelines

189

extractable fields

∞

Auto-refresh

Available integrations

Notes

Activity records with fields like id, user_id, and date, enabling tracking of interactions and observations related to deals.

Custom Fields

Definitions of custom fields with fields like id, label, and type, allowing customization of contact and deal data.

Contacts

Contact data with fields like id, name, and organization_id, providing essential information about each contact and their associations.

Companies

Information about companies with fields like id and name, allowing identification and management of organizations associated with contacts.

Deals

Deal data with fields like id, value, and status, allowing tracking of the progress and status of each deal.

Deals: Stage History

History of deal stages with fields like deal_id and date, allowing analysis of the evolution of opportunities over time.

Products

Product information with specific fields, allowing management and tracking of items offered in deals.

Tasks

Task records with fields like id and due_date, facilitating the organization and tracking of activities related to contacts and deals.

Users

User data with fields like id, name, and created_at, allowing management of permissions and information of platform users.

Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

Combine your RDStation CRM sales data with Tableau’s powerful visualization capabilities to uncover insights hidden in your daily operations and WhatsApp conversations. By accessing pipelines like Deals and Stage History, you can analyze conversion trends and identify bottlenecks in your sales funnel, while the Contacts and Companies pipelines help you segment customers and track account health over time. This combination enables managers to forecast revenue more accurately, optimize team performance using interaction data already captured in your CRM, and make strategic decisions based on complete visibility of the sales pipeline.

Try out all the features for free for 14 days

How to create RDStation CRM dashboards in Tableau

Visualize your data automatically — no spreadsheet exports or custom scripts.

Add RDStation CRM data source

Log into Kondado and select RDStation CRM from the available data sources, then enter your authentication credentials to establish the initial connection. Choose the specific pipelines you want to replicate, such as Deals, Contacts, and Stage History, to ensure Tableau receives the exact sales data your team needs.

Select Tableau destination

Choose Tableau as your visualization destination and configure the "Via Kondado" connection method to create a direct link without intermediate databases. This setup enables seamless data flow from your Brazilian CRM into Tableau's analytics environment.

Configure refresh and build dashboards

Set your preferred update frequency ranging from every 5 minutes to daily, then start building visualizations that transform your RDStation CRM records into actionable business intelligence. Your dashboards will update automatically based on the schedule you configured, keeping insights current.

Access RDStation CRM data in Tableau and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

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Zendesk

Visualize RDStation CRM data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

RDStation CRM > Airtable

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RDStation CRM > Looker Studio

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RDStation CRM > Metabase

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RDStation CRM > Pentaho

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RDStation CRM > Redash

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RDStation CRM > Zoho Analytics

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in Tableau automatically

How do I connect RDStation CRM to Tableau using Kondado? ▼

Start by adding RDStation CRM as a data source in your Kondado account and authenticate your credentials. Then select Tableau as your destination using the "Via Kondado" connection method, which eliminates the need for intermediate databases or complex technical configuration.

What sales KPIs can I track in Tableau with RDStation CRM data? ▼

You can monitor deal conversion rates using the Deals and Stage History pipelines, track sales cycle duration from first contact to close, and analyze team productivity through the Tasks and Notes pipelines. These metrics help identify which sales activities drive revenue and where prospects typically stall in your pipeline.

How often does the data update in Tableau from RDStation CRM? ▼

Kondado replicates your RDStation CRM data on a configurable schedule that you control, with options ranging from every 5 minutes to daily updates. This ensures your Tableau dashboards stay current with latest WhatsApp conversations, deal status changes, and team activities without manual intervention.

Are there pre-built dashboard templates available for RDStation CRM data? ▼

Yes, Kondado offers ready-made report templates including the RD Station CRM Looker Studio Report and RD Station CRM Power BI Report that you can use for inspiration. While these templates are designed for Looker Studio and Power BI, the data structure and visualization concepts translate easily to Tableau for immediate insights.

Can I share RDStation CRM dashboards with my team in Tableau? ▼

Once you build your dashboards in Tableau, you can distribute them to stakeholders using Tableau's native sharing features including published workbooks and embedded views. This allows sales managers, marketing teams, and executives to access live sales metrics without needing direct access to the CRM system.

What specific RDStation CRM data can I analyze in Tableau? ▼

You can visualize data from nine pipelines including Contacts, Companies, Deals, Stage History, Products, Tasks, Notes, Custom Fields, and Users. This comprehensive access lets you create detailed reports on customer segmentation, product performance, task completion rates, and custom field utilization across your sales operations.

Do I need technical skills to set up the RDStation CRM to Tableau connection? ▼

No coding or technical expertise is required to establish the connection between RDStation CRM and Tableau through Kondado. The setup process uses simple authentication and point-and-click configuration, making it accessible for business users, marketing teams, and sales operations managers.

Try out all the features for free for 14 days

Get started for free

Get started for free

Get started for free

Connect RDStation CRM to Tableau: Dashboards in Minutes

Get started for free

RDStation CRM data available in Tableau

Available integrations

How to create RDStation CRM dashboards in Tableau

Add RDStation CRM data source

Select Tableau destination

Configure refresh and build dashboards

Access RDStation CRM data in Tableau and combine it with dozens of other data sources

55pbx

ActiveCampaign

Google Ads

Amazon S3

api4com

Apple App Store

ASAAS

AWS CloudWatch Metrics

Azure Table Storage

BigQuery

Bing

Bitrix24 CRM

Bling!

Blip (take)

ClickUp

Clockify

ContaAzul

Criteo

E-goi

EADBOX

Exact Sales

Facebook Ads

Facebook

Fatura Simples

Freshdesk

FTP

Google Analytics GA4

Google Cloud Storage

Google Play Store

Google Search Console

Google Sheets

Granatum

Hi Platform

Hotmart

Hubspot

Huggy

InfluxDB v1

Infusionsoft (Keap)

Instagram Ads

Instagram

Jira

Linkedin

Loja Integrada

MailChimp

Mandrill

Mautic

Meetime

Mercado Libre

Meta Ads

Microsoft Ads

Microsoft Advertising

Mixpanel

monday.com

MongoDB

Movidesk

MySQL (& MariaDB)

NectarCRM

Notion

Nuvemshop (Tiendanube)

Olist Tiny

Omie

Oracle

Pagar.me

Pinterest Ads

Pipedrive

Pipefy

PipeRun

Ploomes