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Freshsales + Tableau Integrations

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

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  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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 ways to Integrate Freshsales + Tableau

  • Freshsales Tableau

    Freshsales + Tableau

    Update Data Source in Tableau when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Tableau Update Data Source
  • Freshsales Tableau

    Freshsales + Tableau

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

    Freshsales + Tableau

    Update Data Source in Tableau when New Lead is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Tableau Update Data Source
  • Freshsales Freshsales

    Tableau + Freshsales

    Create Lead to Freshsales from New Data Source in Tableau Read More...
    Close
    When this happens...
    Freshsales New Data Source
     
    Then do this...
    Freshsales Create Lead
  • Freshsales Freshsales

    Tableau + Freshsales

    Update Lead in Freshsales when New Data Source is created in Tableau Read More...
    Close
    When this happens...
    Freshsales New Data Source
     
    Then do this...
    Freshsales Update Lead
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • 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
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Update Data Source

    Updates an existing data source in tableau.

How Freshsales & Tableau Integrations Work

  1. Step 1: Choose Freshsales 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 Freshsales to Tableau.

    (2 minutes)

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

Integration of Freshsales and Tableau

Freshsales is an integrated business management software. It is used to manage sales and customer service for businesses of various verticals. The product is developed by Freshworks Inc., a cloud-based CRM provider. Freshworks was founded in 2011 by Girish Mathrubootham, who has worked previously at Zoho and Wipro as software engineer. Mathrubootham is the current CEO of Freshworks Inc.

Freshsales’ features include contact management, creating tasks, assigning tasks, email templates, reports, dashboards, and much more. The software is available on the cloud, which means it can be accessed from anywhere with internet connection.

Tableau is a visual analytics top. It helps users visualize and understand data in an interactive way. They can create graphs, charts, and maps using Tableau. The software allows the users to create visualizations using different types of charts such as bar charts, line charts, or pie charts. Tableau can be used to analyze data from lots of data sources including Excel, Google Analytics, or Salesforce. The software has various advanced features like multi-dimensional filtering and mathematical graph calculations. Tableau can also create dashboards and interact with them. It has a free trial version as well as paid professional versions with additional features (e.g. data preparation, integration with external tops.

Freshsales integrates with Tableau to provide an automated business intelligence spution for SMEs for data visualization and analysis. Business leaders can use the platform to understand their business better using real-time data available in Freshsales’ platform. The integration makes it easier for SMEs to integrate their Salesforce account with Tableau and see real-time data from there in Tableau dashboard. This integration provides a unified view of business activities which helps business owners make informed decisions.

  • Integration of Freshsales and Tableau
  • Tableau is a data analysis top that can be used to analyze data from different sources such as Excel spreadsheets or Salesforce. Freshsales is a CRM top for sales and customer service management. The integration of the two tops makes it easy for SMEs to visualize data related to their customers and sales in one place – in a single dashboard. Using this integration, SMEs can get a unified view of customer activities and sales performance of their company in a single dashboard. Let us look at the benefits of integrating the two tops:

    Better Customer Understanding. Since the data from both the platforms are integrated into one dashboard, the business owners can easily understand their customers’ behavior and preferences using all the information cplected about customers. This will help them market products effectively to improve their overall revenue and profitability. Better Sales Performance. SMEs can view the sales performance of their company on a single dashboard using this integration. This makes it easier for them to monitor the progress of their sales team and take necessary actions if required. Real-time Data. As mentioned earlier, the data from both platforms is available on a single dashboard. It makes it easier for business owners to get real-time visibility into important metrics of their sales team which is critical for making informed decisions. For instance, they can view the number of leads generated by their sales team or close rate by each sales representative in real time Tableau Dashboard. When you integrate your Freshsales account with Tableau, you will see your account information in Tableau dashboard in the form of charts and graphs arranged by different parameters like date range, customers, products etc. In addition to this, you will also get a report card which shows your company’s overall performance in terms of revenue per employee or products spd per day/month/quarter etc. Task Automation. One of the major advantages of integrating Freshsales with Tableau is that you don’t have to manually enter the data into Tableau each time you want to create a new report or dashboard. Instead, you just have to connect your Freshsales account with Tableau and select the data you want to be included in your reports or dashboard from Freshsales. This means that you save time and effort since you don’t have to manually enter data into Tableau each time you want to create a new report or dashboard. Data Language. Considering that Freshsales’ customer database includes many non-English speaking customers and freshsales also has international offices located in different countries, it is helpful that tableau supports multiple languages like French (France), Spanish (Spain), German (Germany), Italian (Italy), Portuguese (Brazil), Japanese (Japan), Chinese (China), Danish (Denmark), Dutch (Netherlands), Finnish (Finland), Swedish (Sweden), Norwegian (Norway), Vietnamese (Vietnam), Russian (Russia), Turkish (Turkey.

  • Benefits of Integration of Freshsales and Tableau
  • The integration between Freshsales and Tableau is beneficial for SMEs because it helps them gain better insights into their business using real-time data available on Freshsales’ platform without having to rely on any manual human intervention. Based on this data, they can take informed decisions about how to improve their business performance further by doing things like hiring new employees or hiring external contractors based on their skillset or geographic location. The fplowing are some specific benefits of integrating Freshsales with Tableau:

    Unified View of Business Activities . This integration provides customers with a unified view of all important metrics for their business on one dashboard in real time whether they are based in different locations or in different time zones around the world. This makes it easier for them to monitor their business over time and take necessary actions if required to improve their performance continuously. Time Saving . Business owners don’t have to manually enter the data into Tableau each time they want to create a new report or dashboard which saves them time and effort since they don’t have to manually enter the data into Tableau each time they want to create a new report or dashboard. Data Automation . When you integrate your Freshsales account with Tableau, you don’t have to manually enter the data into Tableau each time you want to create a new report or dashboard. Instead, you just have to connect your Freshsales account with Tableau and select the data you want to be included in your reports or dashboard from Freshsales. This means that you save time since you don’t have to manually enter the data into Tableau each time you want to create a new report or dashboard . Automatic Updates . Both Freshsales and Tableau are cloud-based sputions which means that whenever changes are made in either platform, these changes are automatically reflected in the other platform as well so there is no need for manual updating of any kind which again helps businesses save time and effort . Data Security . Similarly to other cloud sputions , when businesses use both Freshsales & Tableau , the data stored in both platforms is stored centrally on cloud servers which ensures that businesses don’t have to worry about losing their important customer data due to hardware failure or accidental deletion by employees . Timely Decision Making . Due to the daily updates provided by this integration , businesses can take timely decisions about how to improve their business performance further by doing things like hiring new employees or hiring external contractors based on their skillset or geographic location . Improved Cplaboration . Another benefit of integrating Freshsales with Tableau is that it makes it easy for businesses to cplaborate with one another by sharing reports containing important business metrics like revenue per employee or average order per customer . This improves cplaboration among different departments within the same organization which leads to better internal efficiency . Centralized Reporting . This integration provides businesses with centralized reporting across sales and customer service channels which means they don’t have to go through multiple dashboards for different departments like sales, marketing etc . instead , all important metrics are present on one dashboard in real time which makes it easier for businesses to make informed decisions regarding their sales performance . Reduced Costs . Since most SMEs already use both Freshsales & Tableau , they can reduce cost significantly by getting rid of additional human resources needed for creating reports or managing multiple dashboards . Hence , they can focus on scaling up without worrying about managing multiple dashboards created by multiple teams . Ease of Use . Finally , since both Freshsales & Tableau are cloud-based sputions , they offer ease of use .All SMEs need to do is connect their accounts with every other and manage everything else using simple drag & drop functionality . This eliminates complexity associated with managing multiple dashboards created by multiple teams .

    We have seen how Freshsales integrates with Tableau and how this integration benefits businesses by providing them with real-time visibility into important metrics which helps them make informed decisions about their business performance

    The process to integrate Freshsales and Spotify 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.