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Does Precog Offer a CaptivateIQ Connector? Portable Does!

With Portable, you can sync CaptivateIQ data into your data warehouse in minutes. Analyze all of your agile sales commission tool data from within without having to manage cumbersome ETL scripts.

How to Set up a CaptivateIQ ETL Connector in 3 Minutes

It’s easy to connect CaptivateIQ to your data warehouse with Portable.

  1. Create your Portable account (it’s free)
  2. Add a CaptivateIQ source —Search for and select CaptivateIQ
  3. Enter your CaptivateIQ credentials using the instructions in the Portable console
  4. Pick your data warehouse (Snowflake, BigQuery, Redshift, or PostgreSQL) and authenticate
  5. Create a flow connecting CaptivateIQ to your data warehouse
  6. Replicate data from CaptivateIQ to your destination of choice
  7. Set your data flow to run on a cadence (daily, hourly, etc.)

The Benefits of a No-Code CaptivateIQ ETL Solution

Business intelligence teams love creating value from data. And the easiest way to get started is by using a no-code tool like Precog for the most common data sources:

  • Applications like: Google Ads, Google Analytics, Google Sheets, Facebook Ads, LinkedIn Ads, Salesforce, Shopify, etc.
  • Databases like: MySQL, SQL Server, MongoDB, etc.

By using a SaaS ETL solution like Precog or Portable, you can focus your efforts on building dashboards, writing SQL, and generating business value instead of deploying and maintaining infrastructure.

What’s included in Precog’s product?

  1. 10,000+ data sources built-in
  2. Support for 100+ destinations
  3. SaaS and on-premise solutions available
  4. No-code solution that doesn't require technical expertise

Precog is a great place to get started, but as you build out your data team, you will start to receive more nuanced requests for analytics.

As more requests for insights make their way into your backlog, you won’t be able to repurpose data from your existing data sources (like your product database and CRM system) into new dashboards, so you will need to integrate CaptivateIQ and other bespoke applications into your data warehouse.

The question is: How?

What Is the Best Solution for Bespoke Long-Tail Connectors Like CaptivateIQ

CaptivateIQ isn’t the most niche platform out there, but it’s not as common as Salesforce, SAP, or Oracle. (Trust us, there are some pretty niche connectors out there. We’ve integrated with them!)

As you search for a reliable way to sync data from CaptivateIQ to Snowflake, BigQuery, Redshift, or PostgreSQL, it’s important to understand your options.

Problem: The options for a CaptivateIQ connector aren’t great

Historically, your options for a CaptivateIQ data pipeline were limited:

  1. Read the CaptivateIQ API documentation and build a custom integration yourself
  2. Find a way to build and maintain your custom connector within Precog
  3. Hire a data consultant to build and maintain the data pipeline
  4. Ignore the request, give up on accessing the data, and don’t build the dashboard

Solution: Portable already has a prebuilt CaptivateIQ connector

Without writing a line of code you can start syncing data from CaptivateIQ to your data warehouse, today. Here are four common CaptivateIQ integrations you can try out.

  1. CaptivateIQ to Snowflake Integration
  2. CaptivateIQ to Google BigQuery Integration
  3. CaptivateIQ to Amazon Redshift Integration
  4. CaptivateIQ to PostgreSQL Integration

Once you sync data with Portable, it’s easy to get the information you need. Our team is always excited to add new connectors, new endpoints, and new fields —development is fast and entirely free.

How Do You Create Value From a CaptivateIQ ETL Pipeline?

At Portable, we handle the development and maintenance of your CaptivateIQ pipeline, so you can focus on creating business value with analytics, automation, and external data products.

Here are a few ideas for sales analytics dashboards to help get you started creating value from your CaptivateIQ integration.

  1. Open Tasks (By Assignee) —If your team is analyzing tasks, it's easy to build a quick summary of open tasks for each assignee to help to keep everyone in the loop.
  2. Overdue Tasks (By Project) —Every once in a while, tasks are delayed. Setting up alerts or notifications when tasks are overdue within a project can help your team stay on track.
  3. Average Time To Complete Tasks (By Month Created) —For operational teams and support teams, the completion time for tasks can be a great metric to help streamline processes. By showing trend data of the average time to complete tasks, you can better understand how your operational initiatives are working and consistently strive to support clients in real time.

During the process of converting raw data into insights, you should check out tools like DBT, Coalesce, and Narrator for transformation, and tools like Mode, Looker, Tableau, Retool, and Power BI to generate dashboards and insights for users.

What Are the Benefits of Using Portable for Your CaptivateIQ ETL Workflow?

In addition to providing a reliable, no-code, simple integration from CaptivateIQ to your data warehouse, Portable includes all of the functionality you would expect from a best-in-class data integration tool:

  1. 300+ data source connectors
  2. Support for the major data warehouses as destinations
  3. Unlimited data volumes
  4. Free development of new data sources
  5. Email and Slack notifications
  6. Hands-on support and maintenance

And in addition to CaptivateIQ, Portable offers over 300 other data sources. Some of the applications are widely used tools like Mailchimp, Zendesk, Twilio, Jira, or Asana, while other tools are much more industry-specific and nuanced.

Ready to Get Started? Sign up for Portable Today!

Pricing is simple, predictable, and based on connectors instead of data volume.

It’s free to sign up and start moving CaptivateIQ data.