Connect RDStation CRM to Tableau: Dashboards in Minutes

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RDStation CRM
Tableau

Visualize RDStation CRM Data in 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.

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

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

RDStation CRM data available in Tableau

9
available pipelines
189
extractable fields

Available integrations

Integration Description
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.
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.

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.

1
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.

2
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.

3
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!

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

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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