Tableau + Freshsales Integrations
Appy Pie Connect allows you to automate multiple workflows between Tableau and Freshsales
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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 Freshsales
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
Freshsales IntegrationsLooking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives
-
Xero
Best ways to Integrate Tableau + Freshsales
-
When this happens...
New Data Source
Then do this...
Create Lead
-
Tableau + Freshsales
Update Lead in Freshsales when New Data Source is created in Tableau Read More...When this happens...
New Data Source
Then do this...
Update Lead
-
When this happens...
New Project
Then do this...
Create Lead
-
Tableau + Freshsales
Update Lead in Freshsales when New Project is created in Tableau Read More...When this happens...
New Project
Then do this...
Update Lead
-
Freshsales + Tableau
Update Data Source in Tableau when New Deal is created in Freshsales Read More...When this happens...
New Deal
Then do this...
Update Data Source
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Tableau + Freshsales without coding knowledge. Start creating your own business flow.
-
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 Contact
Triggers when a new contact is created.
-
New Deal
Triggers when a new deal is created.
-
New Lead
Triggers when a new lead is created.
-
Update Data Source
Updates an existing data source in tableau.
-
Create Lead
Creates a new lead.
-
Update Lead
Updates an existing lead.
How Tableau & Freshsales Integrations Work
-
Step 1: Choose Tableau as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Freshsales as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Tableau to Freshsales.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Tableau and Freshsales
Tableau
Tableau is a business intelligence and analytics software, which enables users to create dashboards, visualizations, and stories for analyzing data. It was founded in 2005 and released their first version of this software in 2007. Since then, the company has grown with thousands of employees and over 1.5 million customers from different industries.
Freshsales
Freshsales is an integrated CRM and sales automation platform for small and medium sized businesses. The software allows users to prepare for sales calls, automatically manage leads, set up multiple email templates and automate their sales.
Integration of Tableau and Freshsales
Tableau and Freshsales are already integrated, providing a unique opportunity to use both sputions together to better understand sales figures in a business. Users can connect Tableau to Freshsales to get a complete view of the pipeline by analyzing sales data, including sales to leads analysis, top prospects analysis, sales performance analysis, etc.
Tableau Desktop connects seamlessly with Freshsales out-of-the-box. There is no need to manual import or export data, because all that needs to be done is to sign up for an account with these two sputions and configure the integration using the “Connect” button on Tableau. Once connected, the data can then be viewed with charts in Tableau or in Freshsales reports.
Using the integration, users can easily create dashboards to show Salesforce data from Freshsales in Tableau. For example, if there is a dashboard containing Salesforce data from Freshsales with customer information, it can easily be exported as a CSV file to be used for further analysis with Tableau. This way, users will have a clear image of what their customer base looks like in terms of revenue.
Benefits of Integration of Tableau and Freshsales
The integration of Tableau and Freshsales provides various benefits to users. Below are some of them:
Enable users to view customer history in terms of average revenue per customer in one dashboard. View top customers by revenue numbers in one dashboard. Create an action plan based on the customer analysis. Analyze sales activities by customer. Predict a customer’s next sales activity based on historical data in both Tableau and Freshsales. Get insight into how well the sales team is performing by analyzing pipeline numbers and opportunities against budget. Get customer activity data per team member for sales planning and forecasting. Compare time spent on each activity with time spent on other activities for better understanding of where time should be invested. Plan progress reports from customer information. Create dashboards with customer diversity rating, best customer performance, product performance and more. Track performance of marketing campaigns using data from both Tableau and Freshsales. Create “KPIs” on top leads or prospects based on revenue potential and forecasted revenue numbers from both Tableau and Freshsales. Analyze top products by revenue from both Tableau and Freshsales. Get a complete view of the sales pipeline by linking both Tableau and Freshsales together.
The process to integrate Tableau and Freshsales 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.
