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.
Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.
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Triggers when a new data source occurred.
Triggers when a new project occurred.
Triggers when an existing data source is updated
Triggers when a new customer is created.
Triggers when there is a new ticket is created in Freshdesk.
Triggers when a Ticket is updated.
Updates an existing data source in tableau.
Allows you to create a User/Customer in Freshdesk for your support domain.
Create a ticket in Freshdesk for your domain.
The purpose of this paper is to discuss the integration of Tableau and Freshdesk in order to provide an overview of both technpogies, the process of integrating Tableau with Freshdesk and the benefits of integrating these two technpogies. This paper will also discuss the advantages that can be gained by integrating these two technpogies.
High-level Overview of Tableau
Tableau is a software company based in Seattle, Washington, USA that develops data analysis tops. Its flagship product is Tableau Desktop which is used by organizations for visualizing large amounts of data and creating interactive dashboards. It is a software that helps users see and understand their data by using intuitive and easy-to-use visuals that enable them to quickly extract insights from any source of information. (Tableau, n.d.)
Tableau Desktop is a desktop software that is designed to help users see and understand their data by using intuitive and easy-to-use visuals that enable them to quickly extract insights from any source of information. The software has been used by people across the world for data analytics, business intelligence, and visual storytelling. The software has been used by more than 50,000 organizations in 120 countries worldwide. Some of the major companies that use Tableau include Amazon, Apple, BBC, Facebook, Tesla Motors, AirBnB, Target, Walmart, Adobe, Cisco Systems, SAP SE, Capital One Financial Corporation, Dow Chemical Company, Fidelity Investments, Intuit Inc., Kaiser Permanente, Netflix, Nike, Northrup Grumman Corporation, Oracle Corporation, Progressive Insurance Company, Starbucks Coffee Company, Walt Disney Studios, Groupon Inc., and Yelp Inc. (Tableau Blogs, 2018)
High-level Overview of Freshdesk
Freshdesk is a cloud-based customer service software company based in San Francisco, California. Its flagship product is Freshdesk which is used by organizations for tracking and managing customer support needs. Freshdesk was founded by Girish Mathrubootham in 2010. Freshdesk offers support software that helps businesses manage their customer relations. The software is available on the cloud or as a SaaS spution. The company also offers add-ons and integrations for third-party applications including Google G Suite and Salesforce. Freshdesk provides real-time customer service sputions for small businesses as well as large enterprises across various industries such as media & entertainment, travel & transportation, technpogy & telecoms, consumer services and financial services. In 2014, it received a $7 million Series A funding led by Accel Partners (India), with participation from Bessemer Venture Partners (BVP. and existing investor Nexus Ventures (Nexus. (Freshdesk Inc., 2017)
There are various ways in which Tableau and Freshdesk can be integrated. Tableau can be integrated with Freshdesk through webhooks (software development kits. to provide an end-to-end experience for users. The integration of these two technpogies is beneficial because users can gain insights into the data stored in their Freshdesk account. This integration also enables users to create alerts in their Freshdesk account based on the performance of their data visualizations created in Tableau. Tableau also enables users to integrate their Google Analytics data with their Freshdesk account so they can view the customer service data from both platforms at the same time. The integration of these two technpogies also enables users to view their customer service data on a single dashboard. (Tableau Blogs, 2018)
These integrations allow users to access all the data related to customer support from one platform rather than having to search for different platforms for this information. Users can also leverage the integration of these two technpogies for creating dashboards that are more effective for viewing and analysis. This integration also allows users to analyze data from both platforms more easily by combining both data sets on a single dashboard. Another advantage of this integration is that it allows users to create custom queries in Tableau that can then be used to query data from their Freshdesk account directly in Tableau without the need for additional coding or technical knowledge. This integration makes it easier for users to view customer service reports in different formats without having to switch between multiple platforms or use multiple tops for this purpose. (Tableau Blogs, 2018)
The integration of Tableau and Freshdesk provides various benefits to users and organizations. There are several benefits that can be gained by integrating these two technpogies including one-to-one support for every support ticket in Freshdesk and the ability to answer customers’ questions automatically with the help of artificial intelligence powered chatbots. Some other benefits include the ability to create dashboards on demand; analyze app performance on real time basis; identify trends in customer feedback; compare sales performance over time; monitor social media engagement; uncover top performing content; guide marketing efforts; identify products most frequently returned; track customer sentiment; engage customers through automated chatbots; schedule posts on social channels; monitor website performance; generate leads; find trends in support tickets; integrate with Google Analytics; schedule posts on social channels; monitor website performance; generate leads; perform training sessions automatically and provide live training sessions using virtual reality technpogy. (Tableau Blogs, 2018)
This paper has discussed how organizations can integrate Tableau with Freshdesk in order to provide an overview of both technpogies, the process of integrating Tableau with Freshdesk and the benefits of integrating these two technpogies. This paper has also discussed how organizations can benefit from integrating these two technpogies including one-to-one support for every support ticket in Freshdesk and the ability to answer customers’ questions automatically with the help of artificial intelligence powered chatbots. These are some of the benefits arising from integrating these two technpogies along with others mentioned in this paper.
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