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Freshworks CRM + Tableau Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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 Freshworks CRM + Tableau

  • Freshworks CRM Tableau

    Freshworks CRM + Tableau

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

    Freshworks CRM + Tableau

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

    Freshworks CRM + Tableau

    Update Data Source in Tableau when New Completed Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Completed Task
     
    Then do this...
    Tableau Update Data Source
  • Freshworks CRM Tableau

    Freshworks CRM + Tableau

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

    Freshworks CRM + Tableau

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

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Update Data Source

    Updates an existing data source in tableau.

How Freshworks CRM & Tableau Integrations Work

  1. Step 1: Choose Freshworks 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 Freshworks CRM to Tableau.

    (2 minutes)

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

Integration of Freshworks CRM and Tableau

Freshworks is a Software as a Service (SaaS. company that was founded in 2014. They are headquartered in Chennai, India. They have offices all over the globe. The company’s primary product is Freshworks CRM. Freshworks CRM is an affordable cloud-based software that helps organizations to manage their sales and support team. It allows users to track their customers, keep records of their conversations, schedule appointments, build reports and more. It also has a mobile application so it can be used on the go.

Tableau is a business intelligence top that provides data visualization capabilities. It can transform raw data into interactive visualizations. It can be used for analyzing, summarizing, visualizing and sharing data. It has two different products- Tableau desktop and Tableau Server. Tableau desktop is used by individuals for personal data analysis while Tableau server is used by businesses to run dashboards on their organization’s data.

Integration of Freshworks CRM and Tableau is essential for businesses because it offers several benefits. Some of these benefits are listed below:

  • Saving time. Integration of Freshworks CRM and Tableau saves time because it reduces the need for manual data entry. When integrating them, all you need to do is put your data in one place and you will have access to it from all the other programs. This makes it easy to access information and analyze it through various different ways. This speeds up the process of getting information and using it for decision making.
  • Easy to Access. Integration of Freshworks CRM and Tableau makes data easy to access because you only need to input your data once and then you can access it from multiple sources.
  • Makes Processes Easier. Integration of Freshworks CRM and Tableau provides several benefits to your business processes such as scheduling appointments; keeping track of customer details; easy to read reports; etc. This makes your business processes easier and more manageable.
  • Improves Decision Making. Integration of Freshworks CRM and Tableau helps improve your decision making process because it gives you access to relevant information at all times which can be used to make informed decisions. It also helps you to break down complex problems into small tasks because you can analyze your data with tableau without much effort, which makes decision making simpler and quicker.

If you want to integrate Freshworks CRM and Tableau to benefit from its integration, you can contact us at SSG Infotech for help or visit our website for useful tips on how to integrate it successfully.

The process to integrate Freshworks 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.