Integrate Tableau with Customerly

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

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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.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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

Explore quick connects
Connect Tableau + Customerly in easier way

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

  • Triggers
  • 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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Tableau & Customerly Integrations Work

  1. Step 1: Choose Tableau 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 Customerly 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 Tableau to Customerly .

    (2 minutes)

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

Integration of Tableau and Customerly


Tableau Software is a business intelligence software developed by Tableau Software, Inc., located in Seattle, WA. The company was founded in 2003 and was acquired by Oracle Corporation in 2018. It is used to visualize and analyze data and structure relationships between them. The software has a variety of uses from data mining and statistical analysis to creating dashboards and reports.

Customerly?Customerly is an online customer relationship management top that helps companies manage their customer relationships through email marketing, social media and customer support automation, without the need for separate tops. The platform helps businesses build a single view of their customers across all messaging channels and automate multichannel communication through a single inbox. Customerly integrates with various CRM platforms including Salesforce, Zoho, Pipedrive and Basecamp.

Tableau and Customerly are both business intelligence tops that help users navigate through the data. They do this by using the visual interface that allows users to connect the dots and make sense of the data. This integration allows for more relevant information for the audience. The benefits of using these two together include more accurate reports, better connections between the data, and a more comprehensive view of the customer’s experience on the website.

Integration of Tableau and Customerly

Tableau and Customerly integrate seamlessly allowing users to take advantage of multiple views of the data at once. The data can be analyzed from multiple perspectives resulting in more accurate reports for the audience. One aspect of this integration is the ability to use Customerly as a customer support top filtering through all the support tickets to find trends in areas that may require change or improvement. Another benefit is the ability to see what customers are saying about you on social media sites as well as having more contrp over what they say. Instead of replying to each customer individually a user can create one message to send out to all social media comments that will be sent out automatically from Customerly. This means that users don’t have to spend hours typing out responses individually. They can set it up once to respond to any future comments that may come in.

Benefits of Integration of Tableau and Customerly

The integration of Tableau and Customerly provides many benefits for the user. Some benefits are listed below:

The process to integrate Tableau and Customerly 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