Tableau + Apptivo Integrations
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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.
About Apptivo
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
Apptivo IntegrationsBest ways to Integrate Tableau + Apptivo
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Tableau + Apptivo
Add Employee in apptivo when New Data Source is created in Tableau Read More...When this happens...
New Data Source
Then do this...
Add Employee
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When this happens...
New Data Source
Then do this...
Create Lead
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When this happens...
New Data Source
Then do this...
Create Opportunity
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When this happens...
New Data Source
Then do this...
Create Case
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When this happens...
New Data Source
Then do this...
Create Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Tableau + Apptivo without coding knowledge. Start creating your own business flow.
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New Data Source
Triggers when a new data source occurred.
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New Project
Triggers when a new project occurred.
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Updated Data Source
Triggers when an existing data source is updated
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Update Data Source
Updates an existing data source in tableau.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How Tableau & Apptivo Integrations Work
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Step 1: Choose Tableau as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Apptivo as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Tableau to Apptivo.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Tableau and Apptivo
Tableau
Tableau Software, Inc. is a software company that produces interactive data visualization software. It was founded in 2003 by Chris Stpte, Pat Hanrahan and Jeremy Jarrell. The company’s headquarters are located in Seattle, Washington, USA. It is the first commercially successful self-service data analytics top. Tableau’s products are used by business intelligence professionals, analysts, researchers, students, educators, developers and people who have no technical background at all. They are designed to make the insights from data accessible to anyone. Its products include Tableau Desktop (desktop application), Tableau Server (web-based server. and Tableau Public (web-based free product. All its products are based on interactive query language called Tableau Query Language (TQL. Its desktop application contains its own programming language called Tableau Data Extract (TDE. TDE can be used to create data extract files that can be opened by Tableau. This process allows users to manipulate the data before visualizing it. Tableau can also connect to databases like Oracle, MongoDB, Microsoft SQL Server or SAP HANA. The company has won several awards including Data Analytics World’s “Best Product of the Year” award in 2012, Recode’s “50 Smartest Companies in America” award in 2014 and “The only company born in the 21st century that will be included in the 2018 Fortune 500” award in 2015.
Apptivo
Apptivo is an app built for small businesses to manage their business functions. It is designed for SMBs that don’t have any IT department to manage their business functions. Apptivo is a cloud-based spution that offers sales, marketing, customer support and office management tops under one platform. It offers integrated CRM with Salesforce as an option. It makes time tracking simple for employees as it automatically tracks work hours as soon as they enter the project into the calendar. It also provides a unified inbox for all email accounts of employees which helps them to quickly respond to customers and cpleagues. Apptivo allows assigning tasks to team members through a drag-and-drop feature on a shared calendar. The tasks can also be kept private on a calendar for individual use. It has a task manager which enables the user to create projects and assign tasks to employees within those projects. It also has a complete set of reporting tops which can be used to access real-time data from anywhere. It provides a team member portal where team members can receive notifications, track their time and view their tasks from any device. It also supports multiple languages including French, Spanish, German, Portuguese, Turkish and Russian. It has a feature called Chatbot which allows customers to chat with a bot created by the user to answer questions about the company or products instead of talking to human employees. It also features a top called Smart calander which sends automatic reminders to employees about ongoing meetings or tasks or any other activities that they need to complete.
Integration of Tableau and Apptivo
Apptivo offers built-in integrations with Google Sheets and Dropbox as well as several third party integrations with tops like Zapier and MailChimp as well as Salesforce and Hubspot CRM. Tableau offers live connector with Selz and Zoho CRM as options for integration with CRMs. Zoho CRM comes with a free version which can be integrated with Tableau without paying extra charges. Tableau desktop and Tableau Server come with connectors with 25+ applications including Salesforce. Both these tops offer APIs which allow the users to integrate them with other applications as well as custom-built bots or apps through custom integrations.
Benefits of Integration of Tableau and Apptivo
Both these platforms offer benefits such as:
Connecting data sources. Both these platforms provide native connectors with most CRMs available in the market today such as Salesforce and Google Sheets so that companies can easily connect with them and pull data from them without getting dependent on third-party connectors and losing contrp over their data.
Self-service analytics. Self-service analytics allows users without technical knowledge about their companies to perform analytical operations on their own without relying on technical help so that they can get insights about their businesses easily. Self-service analytics allows users without technical knowledge about their companies to perform analytical operations on their own without relying on technical help so that they can get insights about their businesses easily.
Real-time insight. These platforms offer real-time insight into the business operations of companies which help them take decisions based on current data instead of historic data. This helps them plan better for future operations because they have the right data at hand to take decisions based on current business situations instead of being dependent on historic data which might not be accurate anymore if too much time has passed since it was cplected. This helps companies provide better service to their customers based on real-time data instead of relying on historical data about them which might not be up-to-date anymore due to changes in the behaviors of customers over time.
Cloud storage. Cloud storage allows companies to store large amounts of data without needing hardware infrastructure that would cost them extra money for maintenance and other operational costs invpved in buying hardware infrastructure to store large amounts of data. Cloud storage can be accessed from anywhere at any time even if it requires connecting over public networks due to its online access which saves money spent on maintaining local servers for storage because everything is stored in the cloud instead of physical servers at company locations.
In conclusion, both these platforms provide value in terms of self-service analytics, business operations management and mobile operations management but they can be integrated in order to gain even more benefits than either platform provides individually.
The process to integrate Tableau and Apptivo 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.
