Integrate Tableau with Zendesk

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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 Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

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

Explore quick connects

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Connect Tableau + Zendesk in easier way

It's easy to connect Tableau + Zendesk 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 Group

    Triggers every time a new group is created in Zendesk.

  • New Internal Note

    Triggers when a internal note is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • Updated User

    Triggers when a user is updated in Zendesk.

  • Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

How Tableau & Zendesk 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 Zendesk 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 Zendesk.

    (2 minutes)

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

Integration of Tableau and Zendesk

Tableau?

Tableau is a data visualization top that allows the users to create new and innovative visualizations. Tableau was previously known as Tableausoft until it was taken over by the company Tableau Software, and later it became a public company (Newswire, 2016. The current CEO of the company is Adam Selipsky.

Zendesk?

Zendesk is an online customer service software that offers live chat, help desk tickets, phone support, email support, and social media support to companies (About Zendesk, 2016. It is currently owned by the company Zendesk, Inc. The current CEO of the company is Mikkel Svane.

Integration of Tableau and Zendesk

The integration of Tableau and Zendesk allows the companies to effectively manage their customer service. The integration unifies the data from both platforms. Thus, making it easy for the companies to access the information and make quick decisions. Both the platforms are web-based and offer 24/7 accessibility. Therefore, it makes it very easy for the companies to integrate them for better management. The integration also helps in cost reduction for the companies because they can now do away with outsourcing customer service while using these platforms. Thus, saving on cost. The integration of these two programs also ensures that data analysis takes place in a timely manner. This results in effective decision-making.

Benefits of Integration of Tableau and Zendesk

Fplowing are some of the benefits of integrating these two software programs:

  • Better Customer Service. The integration of Tableau and Zendesk allows the companies to manage their customer services better. By integrating these two softwares, it becomes easy for the companies to handle customer queries. This enables them to provide better customer service and thus increase their customer base. Thus, increasing their revenue.
  • Cost-Saving. The integration of Tableau and Zendesk helps in cost-saving for the companies. This is because it eliminates the need of hiring external customer service representatives. Also, it eliminates the need for outsourcing customer service as these two softwares are web-based and help in cost-reduction through 24/7 accessibility.
  • Data Analysis. This integration allows the companies to analyze their data in real-time without any delay, thus resulting in timely decision making. This ability to analyze data instantly allows companies to take advantage of opportunities as they arise, thus improving profit margins.
  • No Need of Specialized Skills. This integration eliminates the need of specialized skills from employees because all they need to do is use existing skills on these platforms. Also, by using these platforms, companies can save on IT costs because it requires less IT personnel to maintain them due to its ease of use for everyone in the organization.

In conclusion, I would like to say that there are many benefits associated with integrating Tableau and Zendesk software programs. These include cost-saving, better customer service, efficient data analysis, and no need of special skills on either platform from employees in organizations. Therefore, I strongly recommend that organizations should integrate these two softwares for better management practices and profitability.

The process to integrate Tableau and Zendesk 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 March 14,2023 02:59 pm