Microsoft Power BI and Claritysoft integration + automation

Microsoft Power BI and Claritysoft integrations couldn’t be easier with the Tray Platform’s robust Microsoft Power BI and Claritysoft connectors, which can connect to any service without the need for separate integration tools.

Uses

All

Category

Business Intelligence (BI)

Connector type

Tray Connector

Triggers

None

Operations

List push datasets DDL, List tables DDL, List push datasets, Create dataset in group, Create push dataset, Create rows in group, Delete dataset, Delete rows in group, List tables in group, List tables in group DDL

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Universal Connector

Triggers

None

Operations

None

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Senior Director Growth

White New Relic Logo

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
MicrosoftPowerBI logoClaritysoft logo

Microsoft Power BI + Claritysoft

Integrate Power BI + Claritysoft with ease

Build data-driven sales practices that win more deals with quick and easy Microsoft Power BI + Claritysoft integrations on the low-code Tray Platform. Any business user can rapidly stand up custom integration using our 100% visual, drag-and-drop builder. Bi-directionally sync Power BI + Claritysoft with any data source, without relying on IT support.

Need Power BI + Claritysoft connectors to seamlessly flow actionable customer insights across your sales and support teams? You can swiftly connect email, webhooks, FTP, flat files (such as CSVs), spreadsheets, and all your cloud-based tools (even using data in custom fields). You can connect your entire tech stack to effortlessly share interactive dashboards that boost win rates and spur growth.

Establish data-driven sales processes at scale with powerful Power BI + Claritysoft automation. You can build multi-step, automated workflows that equip sales teams with real-time customer insights, streamline data sharing and analysis, and make your sales and business intelligence processes quicker and more efficient.

Popular Business Intelligence (BI) and Customer Relationship Management (CRM) Connectors

Make anything happen See Tray.io in action

Transforming over 47,000+ organizations

cisco
Segment
Eventbrite
Udemy
eHealth - Full
HackerOne
Arm
Mixpanel
Typeform
Thryv

The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

Tray offers solutions for marketers

How Automation is Changing the Face of Business

Discover how
hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

Read Blog
Automate-the-Entire-Lead-Lifecycle-Guide

Automate the entire lead lifecycle

Get the guide
Vox Media is a happy Tray.io customer

Vox Media connects and automates pre- and post-sales to streamline workflow

Read the story
business-automation blog post cover image

GDPR compliance for US companies: What you need to know

Read blog

Get a Demo

Select the type of demo you’d like

Offer Type (multiple choice)
Privacy policy
Customer case studies with Tray.io