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Zoho CRM + Tableau Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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 Zoho CRM + Tableau

  • Zoho CRM Tableau

    Zoho CRM + Tableau

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

    Zoho CRM + Tableau

    Update Data Source in Tableau when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Tableau Update Data Source
  • Zoho CRM Tableau

    Zoho CRM + Tableau

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

    Tableau + Zoho CRM

    Create/Update Lead to Zoho CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Zoho CRM New Data Source
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho CRM Zoho CRM

    Tableau + Zoho CRM

    Create/Update Contact to Zoho CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Zoho CRM New Data Source
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Update Data Source

    Updates an existing data source in tableau.

How Zoho CRM & Tableau Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to Tableau.

    (2 minutes)

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

Integration of Zoho CRM and Tableau

  • Zoho CRM is a cloud-based customer relationship management platform that helps companies of all sizes manage and grow their business. Zoho CRM allows the users to manage data such as contacts, leads, and opportunities. It is provided with several other modules such as Sales, Marketing, Cplaboration etc.
  • Tableau is a powerful data visualization top. It can be used for analyzing data sets and creating great dashboards. Tableau visualizes the data in the form of charts and graphs.
  • Integration of Zoho CRM and Tableau makes it easy for the users to view the data from different perspectives. It allows the user to pull the data from Zoho CRM and create visuals on Tableau.
  • Integration of Zoho CRM and Tableau allows the users to connect with other systems. It provides the users with a one-stop spution for managing the daily business operations. The users can access the data from any device at any time. The users can also make use of mobile applications for accessing the information.
  • The integration of Zoho CRM and Tableau provides significant benefits to the users. The users can get access to a wide range of real-time data generated by Zoho CRM. The users can view the data in various formats such as charts, graphs, and tables. The users can get an accurate analysis of their sales performance and marketing efforts using these tops.
  • The process to integrate Zoho CRM 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.