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Tableau + SugarCRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
SugarCRM Alternatives

Looking for the SugarCRM Alternatives? Here is the list of top SugarCRM Alternatives

  • Zoho CRM Zoho CRM
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Best ways to Integrate Tableau + SugarCRM

  • Tableau SugarCRM

    Tableau + SugarCRM

    Create Case to SugarCRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    SugarCRM Create Case
  • Tableau SugarCRM

    Tableau + SugarCRM

    Create Case to SugarCRM from New Project in Tableau Read More...
    Close
    When this happens...
    Tableau New Project
     
    Then do this...
    SugarCRM Create Case
  • Tableau Tableau

    SugarCRM + Tableau

    Update Data Source in Tableau when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    Tableau New Lead
     
    Then do this...
    Tableau Update Data Source
  • Tableau Tableau

    SugarCRM + Tableau

    Update Data Source in Tableau when New Contact is created in SugarCRM Read More...
    Close
    When this happens...
    Tableau New Contact
     
    Then do this...
    Tableau Update Data Source
  • Tableau Tableau

    SugarCRM + Tableau

    Update Data Source in Tableau when New User is created in SugarCRM Read More...
    Close
    When this happens...
    Tableau New User
     
    Then do this...
    Tableau Update Data Source
  • Tableau {{item.actionAppName}}

    Tableau + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Tableau + SugarCRM in easier way

It's easy to connect Tableau + SugarCRM 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 Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Create Case

    Create a new case

How Tableau & SugarCRM 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 SugarCRM 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 SugarCRM.

    (2 minutes)

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

Integration of Tableau and SugarCRM

Tableau is a data visualization software company that was founded in 2008. It is based in Seattle, Washington. Tableau has won numerous awards for their software since its founding, including the Stevie Award for "Best Tech Startup of 2009" and the CRN "Software Innovator of the Year" award.

SugarCRM is a customer relationship management (CRM. software company that was founded in 2004. The company is based in San Bruno, California. SugarCRM continues to grow at an exponential rate, with 150% year-over-year growth in 2013.

Integration of Tableau and SugarCRM

On February 7, 2014, Tableau announced an integration between Tableau and SugarCRM. The integration will allow SugarCRM users to easily analyze customer data with Tableau's data analysis platform. To do so, users will be able to upload SugarCRM data into Tableau using the Sugar Connector, which will then allow them to create visualizations that will allow them to explore relationships within the data. The resulting visualizations can then be published to the Sugar Dashboard. Users will also be able to share these visualizations via social media outlets such as LinkedIn and Twitter.

Benefits of Integration of Tableau and SugarCRM

Tableau has stated that the Sugar Connector will allow for easier analysis of customer data; however, there are many other benefits invpved with this integration as well. Prior to the integration, companies had to manually upload SugarCRM data into another analytics system like Google Analytics or Microsoft Excel. This process was prone to error because it required manual input, and it took time to complete. With the new integration between Tableau and SugarCRM, users can now utilize Tableau's powerful analytics system without having to manually upload data into it. This allows users to more quickly analyze their customer data, which can lead to faster decision-making and more efficient business processes.

In addition to the speed with which businesses can analyze data, they will also be able to analyze more data with the integration of Tableau and SugarCRM. Prior to the integration, only 4 tables of SugarCRM data could be uploaded into Google Analytics at once, but with the new integration, users can analyze all of their data on a single dashboard on Tableau. This allows businesses to perform more complex analysis on their data than was previously possible.

In conclusion, businesses should integrate their SugarCRM data with Tableau because doing so will allow them to analyze more of their data faster and more efficiently than was previously possible.

The process to integrate Tableau and SugarCRM 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.