Integrate SharpSpring with Tableau

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

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About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

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.

Want to explore SharpSpring + Tableau quick connects for faster integration? Here’s our list of the best SharpSpring + Tableau quick connects.

Explore quick connects

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Connect SharpSpring + Tableau in easier way

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

  • Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • Update Data Source

    Updates an existing data source in tableau.

How SharpSpring & Tableau Integrations Work

  1. Step 1: Choose SharpSpring 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 SharpSpring to Tableau.

    (2 minutes)

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

Integration of SharpSpring and Tableau


SharpSpring is a marketing automation platform that helps businesses to engage customers, prospects and employees. It helps to connect customers with the business for an effective communication, thereby increasing the chances to drive conversions, create leads and grow sales.


Tableau is a data visualization top which helps to visualize the data from the database. It allows users to access the data from a number of sources and provides a good visual representation of the data. Users can also manipulate the data using different statistical methods. By using the data sets, the user can create dashboards and reports for further analysis. The data sets can be created directly from various data sources such as Excel, CSV, databases, etc. Once created, the data sets can be manipulated, filtered or manipulated for creating charts, tables or any other type of visualization.

Integration of SharpSpring and Tableau

The integration of these two tops will help businesses to get a better understanding of their customers and provide them with the best possible service and products. It will also help businesses to improve sales and increase their profits. The key features of this integration include:

  • Visualizing the customer journey:

Using this integration, businesses can get a better insight into their customer journey. They can identify the customers at each stage of the interaction and make notes for improving their services and products. This will also help them in finding out ways to increase sales and profits.

  • Customer analytics:

This integration will help businesses to get an idea about their customers’ demographics and psychographics. It will help them in identifying potential customers and making notes for future conversion. If there are any problems in relation to any particular customer, then the business can also take appropriate measures accordingly.

  • Creating targeted campaigns:

With this integration, businesses can create targeted campaigns for their customers based on their actions and interactions. This will help them to get more conversions for their products or services.

  • Segmenting the customers:

Using this integration, businesses can segment their customers according to different factors such as age, gender, income level, interests, etc. This will help them in providing customized services and products for each segmented group of customers. This will in turn increase their sales and profits.

  • Targeted marketing:

With this integration, businesses can easily send targeted emails to their customers for effective marketing and promotion of their products or services. Customers will be more interested in buying their products or services when they know that they are receiving customized offers. In addition to this, the businesses will also save a considerable amount of money by sending targeted emails rather than sending bulk emails.

  • Increase ROI:

The integration of these two tops will help businesses to increase their Return on Investment (ROI. by creating a well-defined plan to manage their costs and maximize their profits. Thus it will help them in creating a healthy balance between costs and profits. This is a very important step in running a successful business enterprise.

  • Better customer service:

The integration of these two tops will help businesses in providing better customer service through better analysis of customer’s behavior and preferences. It will also help them in identifying issues related to the customers so that they can respve the issues at an early stage. It will reduce the cost associated with repeat calls from angry customers who have been disappointed by inefficient service from the company’s staff members. This will also help them in creating a positive image of their business in the minds of their customers through good customer service. Thus it will improve customer loyalty towards them. This is another important step towards creating success in running a business enterprise successfully.

The process to integrate SharpSpring 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm