
Enhance Data Insights in Tableau with CRM
Automatically import real-time CRM data into Tableau using Make. Keep your dashboards updated with the latest insights, empowering decision-makers with up-to-date analytics for strategic planning.

Triggered when a record in CRM is updated.

Extract updated data from CRM system.

Format and process CRM data for Tableau.

Push the latest data to Tableau for dynamic reporting.
- Repeat -
Automation Benefits
Automation Benefits
Explore the benefits your business will gain by implementing this automation.
Boost Operational Efficiency
Automate manual data updates to save time and reduce errors.
Empower Strategic Planning
Provide decision-makers with up-to-date data insights.
Improve Data Accuracy
Minimize manual errors with automated data import and processing.
Increase Productivity
Free up analysts' time for more valuable tasks.
Facilitate Data-Driven Decisions
Access real-time insights to make informed business decisions.
Enhance Data Visualization
Keep Tableau dashboards current with the latest CRM data.
Features
Key Features
Discover the core features of this automation that streamline your data analytics.
- 1Real-Time Data Sync
Ensure your Tableau dashboards always display the latest CRM data.
- 2Seamless Integration
Effortlessly connect Salesforce CRM with Tableau using Make.
- 3Automated Data Processing
Automate data formatting and processing for accurate reporting.

Outcomes
Expected Outcomes
Experience the transformative impact of this automation on your data reporting processes.
90%
5x
99%
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Frequently Asked Questions
Get answers to common questions about automating CRM data updates in Tableau.
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Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required

















