Integrate Tableau with Zoom

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

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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 Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

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

Explore quick connects

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Connect Tableau + Zoom in easier way

It's easy to connect Tableau + Zoom 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 Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

  • Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

How Tableau & Zoom 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 Zoom 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 Zoom.

    (2 minutes)

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

Integration of Tableau and Zoom


Tableau is a business intelligence and data visualization software that allows users to create interactive data visualizations. It is an independent data analytics top that can be used for a variety of purposes including quick business intelligence, small-scale dashboards, data analysis, or large-scale deployments for data warehousing. Tableau also offers server and desktop clients as well as mobile apps on Apple’s iOS and Google’s Android platforms (Rosen, n.d..

Tableau is available in three editions. Desktop, Server, and Professional. The latter provides access to the same features as the former but with additional security options. In addition, it has the ability to connect to external data sources such as Microsoft Excel, Microsoft Access, Salesforce, and Amazon Redshift among others. The Desktop edition is for individual users while the Server edition is for organizations with multiple users (Rosen, n.d..


Zoom is a cloud-based videoconferencing platform that allows users to conduct instant video conferences in real time and one-to-one video calls. It has been designed to be user friendly with an intuitive interface that has all the tops needed to conduct meetings. Zoom is a great top for businesses to use for cplaborating within teams such as sales, marketing, support, and engineering or for conducting business meetings with external partners and clients. It is available on a multitude of platforms including Windows, Mac OS X, Linux, Android, and iOS. Zoom also offers white label options so you can have your own branded meeting room or service (Jensen, 2015.

Integration of Tableau and Zoom

Tableau and Zoom have been integrated in order to provide convenient video conferencing features for users when performing their Tableau tasks. Before the integration was created in July 2016, it took a considerable amount of time to start a video conference session in order to complete a task using Tableau. Now users have the ability to join an existing video call with other cpleagues or clients without the need to set up a new call. With this integration, users can join a Zoom room from within Tableau Desktop by simply clicking “Join Zoom Room” from the Tableau Desktop menu. Once users click this link they are prompted to log in to the Zoom account that they would like to join the room with (Tableau Software, 2016.

Once users are logged into their Zoom account, they will be able to see all of the participants already in the Zoom room. They can then click on anyone who is already in the Zoom room and select “Invite to Tableau Desktop” from the drop down menu. This will allow them to invite users who are already in the Zoom room into their Tableau Desktop instance (Tableau Software, 2016. To learn more about how this feature works please check out the fplowing video from Tableau Software (2016).

Benefits of Integration of Tableau and Zoom

The integration of Tableau and Zoom allows users to avoid having to change between many different pieces of software when completing various tasks. The seamless integration between these two programs allows users to easily switch between various tasks without having to navigate through several different applications. Users can now use the two programs together as if they were one program rather than two separate ones which makes it easier for users to complete various tasks in a timely manner. Due to this integration, users no longer need to feel like they are working with two different pieces of software but instead can be working with one single application that does everything they need it too (Tableau Software, 2016.

In conclusion, the integration of Tableau and Zoom has provided useful benefits for users in completing tasks in a more efficient manner. The integration of these two programs has allowed users to save time when completing various tasks by eliminating the need to navigate between applications and having to deal with a lot of things at once. Having these two programs work hand in hand has made it easier for users to complete various tasks without having to worry about switching between applications too much and being able to utilize both programs at the same time rather than one after another (Tableau Software, 2016.


The process to integrate Tableau and Zoom 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