Integrating Freshworks CRM with Tableau by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Freshworks CRM and Tableau

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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.

Integrations for Tableau
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Connect Freshworks CRM + Tableau in easier way

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

  • Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • New View

    Triggers when a new view created.

  • New Workbook

    Triggers when a new workbook created.

  • Updated Data Source

    Triggers when an existing data source is updated

  • Updated View

    Triggers when an existing view is updated in a workbook.

  • Updated Workbook

    Triggers when an existing workbook is updated.

  • Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Data Source

    Creates a new data source in tableau.

  • Create Workbook

    Creates a new workbook in tableau.

  • Update Data Source

    Updates an existing data source in tableau.

  • Update Workbook

    Update an existing workbook in tableau.

How Freshworks CRM & Tableau Integrations Work

  1. Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Automate.

    (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 Freshworks CRM to Tableau.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:39 pm
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