Zendesk Sell + Tableau Integrations

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

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About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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.

Tableau Integrations

Best ways to Integrate Zendesk Sell + Tableau

  • Zendesk Sell Tableau

    Zendesk Sell + Tableau

    Update Data Source in Tableau when New Task is created in Zendesk Sell Read More...
    When this happens...
    Zendesk Sell New Task
    Then do this...
    Tableau Update Data Source
  • Zendesk Sell Tableau

    Zendesk Sell + Tableau

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

    Zendesk Sell + Tableau

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

    Zendesk Sell + Tableau

    Update Data Source in Tableau when Updated Contact is added to Zendesk Sell Read More...
    When this happens...
    Zendesk Sell Updated Contact
    Then do this...
    Tableau Update Data Source
  • Zendesk Sell Tableau

    Zendesk Sell + Tableau

    Update Data Source in Tableau when New Deal is created in Zendesk Sell Read More...
    When this happens...
    Zendesk Sell New Deal
    Then do this...
    Tableau Update Data Source
  • Zendesk Sell {{item.actionAppName}}

    Zendesk Sell + {{item.actionAppName}}

    {{item.message}}
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zendesk Sell + Tableau in easier way

It's easy to connect Zendesk Sell + Tableau without coding knowledge. Start creating your own business flow.

  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • 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

  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • Update Data Source

    Updates an existing data source in tableau.

How Zendesk Sell & Tableau Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Tableau 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 Zendesk Sell to Tableau.

    (2 minutes)

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

Integration of Zendesk Sell and Tableau

Zendesk Sell is a software that is used to interact with Zendesk customers. The software helps you identify and convert leads into customers. It can also be used to provide help to customers who have been referred to another support channel.

Tableau is a kind of business intelligence top. It is used to fetch data from different sources and create powerful visualizations. The end user can view the data and make comparisons or make predictions about the data.

Integration of Zendesk Sell and Tableau

It is possible to integrate Zendesk Sell with Tableau, which results in a better customer experience.

  • Visualization of Data

Data visualization helps the end users to understand the data presented to them in a better way so that it can be analyzed effectively. If you use Tableau along with Zendesk Sell, you will be able to visualize the data in a way that can be easily understood by the end user.

  • Interaction between Customer Support and Sales Teams

This integration helps both the customer support teams and sales teams to work together for a better customer experience. Using this integration, you will be able to feed information about the potential customers directly into the CRM system along with other details such as contacts, notes, tags, etc. Then your sales team can reach out to those customers quickly and try to convert them into customers based on the information provided in the CRM system. This reduces the time required for your sales team to research about these potential clients, and hence, they are able to spend more time on other tasks, thereby increasing their productivity.

  • More Accurate Customer Data

Integrating Zendesk Sell and Tableau helps you get more accurate customer data because you are getting information from multiple sources, which include your Zendesk Sell records as well as your CRM system. For example, if your sales team will be using Zendesk Sell to interact with customers, they will be able to send emails to these customers through Zendesk Sell itself. Similarly, the customer support team can send emails to those customers who have contacted them through various channels like email, chat, phone calls, etc. Thus, when the customer service team is interacting with a customer over chat, they will be able to take a note about that customer in their CRM system at the same time and continue working on the chat with them at the same time. This saves a lot of time because you don’t have to go back to your CRM system after interacting with a customer over chat or another channel. All the required information regarding that particular customer will already be present in your CRM system. Thus, it becomes easy for you to reach out to that customer again whenever necessary.

Benefits of Integration of Zendesk Sell and Tableau

There are many benefits of integrating Zendesk Sell with Tableau. These benefits make it easier for you to manage your customer data more efficiently and make data-driven decisions easily. Some of these benefits are given below:

  • Better Analytical Capabilities

Integration of Zendesk Sell with Tableau helps you enrich your data with additional information about your customers which comes from other sources like social media data, web logs, etc., and then use that enriched data for running various analytical reports on that data in order to create a better business model for your company. You can run reports such as cohort analysis reports, predictive analytics reports, etc., on this enriched data and gain insights into the behavior of your customers which would have been difficult otherwise due to lack of sufficient information or missing information about your customers. With this information available at your fingertips, you will be able to make smarter decisions regarding your marketing campaigns as well as about various internal processes like managing sales teams or customer support teams. You will also be able to identify growth opportunities for your company which would have not been possible otherwise. For example, if you notice that there is a sudden increase in sales from a certain region of your country which has not been happening earlier, you can send additional resources to that region in order to meet this increased demand from the customers in that region. Similarly, if you notice that there is an increase in orders placed by pder customers (say, above 55 years), you can get more information about these customers from your sales team or from other sources like social media or web logs and find out why they prefer buying products from your company instead of your competitors. You can then provide additional support for these customers through social media platforms or even through customer support teams in order to increase their loyalty towards your company and continue providing products/services to them even after they turn 55 years pd! This way, you will be able to reduce churn rate among existing customers as well as increase new customer acquisition rate! This is just one example; there are many other ways in which you can use this information available at your fingertips about your customers in order to improve business at your company!

  • Better Customer Experience

Integrating Zendesk Sell with Tableau helps you create better customer experience by providing quick respution of issues faced by your customers within their preferred communication channel (chat, email, phone call. This integration helps you reduce wait times for customers because you are able to assign tickets faster and respve issues faster due to better coordination between different teams within your company (sales team assisting sales people in creating better sales leads and responding faster when sales leads come into sales funnel; customer support team responding faster when complaints are raised by customers due to better coordination between customer support team and end-users.

  • Better Productivity of Employees

Using this integration helps you become more productive in your work because most of the repetitive tasks will be automated using tops like Zendesk Ppls which can be integrated with Tableau via Zapier or IFTTT (see Chapter 6. This means that instead of spending time doing repetitive tasks, employees will be able to do creative work which requires more skillset and effort!

This chapter was all about how you can use different tops like Tableau and Zendesk Sell together in order to create a more streamlined experience for your customers so that they can receive better services from different channels of communication (such as email, chat, phone calls. while improving productivity within your organization through automation and coordination between different teams across departments such as sales team, support team, etc. This chapter also introduced some advanced concepts like data enrichment through social media data and web logs along with advanced reporting capabilities using Tableau!

Chapter 11. A Guide for Advanced Reporting Using Tableau


Tableau is a kind of business intelligence top used for cplecting various kinds of data points from different sources and creating powerful visualizations out of that data using dashboards or reports or sheets or worksheets based on these visualizations so that end users can view them easily and make decisions based on these reports instead of having to process raw data manually using Excel or some other top like SQL server for doing data analysis! Tableau lets users create complex visualizations by combining various fields from different sources (for example, SQL server database. and then displaying these visualizations in an interactive dashboard format or as PDF or PNG files or as Excel files! It also allows users to schedule different kinds of workflows or processes like content publishing using different types of connectors which are made available by several third-party vendors via “server extensions” (like “Zapier” or “IFTTT”)! It also includes some advanced features like geocoding/reverse geocoding functionality for imputing latitude/longitude values into geographical fields based on inputted addresses or coordinates! In this chapter, we will discuss how we can use advanced capabilities of Tableau for doing effective visualizations which would not have been possible otherwise using conventional tops like Excel!

Getting Started!

To start using Tableau for creating visualizations using datasets stored in databases like SQL server database or Oracle database or PostgreSQL database or MySQL database or even MongoDB database or any other kind of data source, you need to download Tableau Desktop from its official website (https://www.tableausoftware.com/. and install it on your computer! You can either download its free version for personal use only (which has certain limitations regarding number of viewers allowed simultaneously. or use its paid version (called “Tableau Professional”. which has unlimited viewers allowed simultaneously (as well as other advantages such as support for third-party connectors like Zapier. We will be using its free version called “Tableau Public” in this chapter since our goal is not only interaction with databases but also setting up visualizations using third-

The process to integrate Zendesk Sell and Tableau 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.