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Integrating Odoo CRM with Tableau by AI Agents and Assistants

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

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Integrations for Odoo CRM
About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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 Odoo CRM + Tableau in easier way

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

  • Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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 Odoo CRM & Tableau Integrations Work

  1. Step 1: Choose Odoo 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 Odoo 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, 1:43 am
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