Integrate Agile CRM with Tableau

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Tableau

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

Tableau Integrations

Best Agile CRM and Tableau Integrations

  • Agile CRM Integration Tableau Integration

    Agile CRM + Tableau

    Update Data Source in Tableau when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Tableau Integration Update Data Source
  • Agile CRM Integration Tableau Integration

    Agile CRM + Tableau

    Update Data Source in Tableau when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Tableau Integration Update Data Source
  • Agile CRM Integration Tableau Integration

    Agile CRM + Tableau

    Update Data Source in Tableau when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    Tableau Integration Update Data Source
  • Agile CRM Integration Tableau Integration

    Agile CRM + Tableau

    Update Data Source in Tableau when New Tag to Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Tag to Contact
     
    Then do this...
    Tableau Integration Update Data Source
  • Agile CRM Integration Tableau Integration

    Agile CRM + Tableau

    Update Data Source in Tableau when New Task is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Task
     
    Then do this...
    Tableau Integration Update Data Source
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + Tableau in easier way

It's easy to connect Agile CRM + Tableau without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • Updated Data Source

    Triggers when an existing data source is updated

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Update Data Source

    Updates an existing data source in tableau.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & Tableau Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Tableau as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Tableau.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Tableau

Agile CRM is a software that provides a platform for managing customer management, sales and marketing, and reporting. It provides an all-in-one spution for the business entities that need to manage relationships with customers and prospects. The agility of the software is evident in its ability to integrate with any kind of existing or new system.

Tableau is a visualization top that easily integrates with multiple data sources. Tableau allows users to manipulate data, visualize it and share it with other users or external systems.

In this section, we will look at the integration of Agile CRM with Tableau, and see how this integration makes businesses more agile and helps them save time and money.

Integration of Agile CRM and Tableau

There are three ways in which Agile CRM can be integrated with Tableau:

  • Embedding Agile CRM data in a Tableau dashboard – This is the most common way in which Agile CRM is integrated with Tableau. In this method, the users should embed Agile CRM data into Tableau Dashboard using API provided by Agile CRM. Data from Agile CRM can also be pushed into Tableau server using the API, which eliminates the need to import data from Agile CRM into Tableau server. All the data from Agile CRM can be pushed into Tableau server for analysis.
  • Running queries and reports from Tableau on the Agile CRM database – Using this method, users can run queries and reports directly on the Agile CRM database, instead of accessing it through API. This has an advantage over the first method as the users can perform complex queries on the Agile CRM database.
  • Live connection between Agile CRM and Tableau – This is the third method to integrate Agile CRM with Tableau. In this method, a live connection is created between Agile CRM and Tableau where data transfer between these two applications is done in real time. This method is useful when users have large vpumes of data that needs to be transferred between Agile CRM and Tableau servers frequently. Also, because this real-time data transfer does not require API calls, this method is faster than other methods mentioned here.

Benefits of Integration of Agile CRM and Tableau

There are many advantages of integrating Agile CRM and Tableau, such as:

  • Users can easily create dashboards through Tableau based on the data provided by Agile CRM. They can display data from multiple sources in one dashboard without having to import or link them separately.
  • Users can easily share dashboards with other users or external systems. They can also customize their dashboards according to their needs and preferences.
  • Users can easily add or remove fields from their dashboards if they want to do so. They can also modify field properties as per their requirements. For example, they can change field names, labels or size as per their preferences.
  • Users can easily work on tables created in Tableau if they want to do so. They can also connect to additional tables. This gives them flexibility while working with data available within their organizations or external systems. It also eliminates the dependency on IT departments when working with data from different sources.
  • Users can easily build visualizations based on the data available within their organizations or external systems. They can also create connections between different visualizations so that they can view a flow of information across various visualizations. These visualizations allow them to interact with information in a better way than just viewing it in tabular form. Users can filter information shown in visualizations based on their needs and preferences. They can also filter information within a visualization itself. This makes it easier for them to analyze information available within their organizations or external systems in a better way than before. It also saves them time in analyzing large sets of data.
  • Users can easily share visualizations with other users or external systems through images or web pages created from Tableau visualizations. They can also share individual sheets within visualizations if they want to do so.
  • Users can easily export visualizations to different formats such as PDFs, images, HTMLs or text files if they want to do so. They can also export entire dashboards to PDFs or images if they want to do so.

The process to integrate Agile CRM and Tableau may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.