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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.

When a CRM Record Updated
Solution
1. Detect CRM Data Change

Triggered when a record in CRM is updated.

Retrieve Updated Data
Solution
2. Fetch CRM Data

Extract updated data from CRM system.

Process Data for Reporting
Solution
3. Prepare Data for Tableau

Format and process CRM data for Tableau.

Update Dashboard
Solution
4. Refresh Tableau Dashboard

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.

  • 1
    Real-Time Data Sync

    Ensure your Tableau dashboards always display the latest CRM data.

  • 2
    Seamless Integration

    Effortlessly connect Salesforce CRM with Tableau using Make.

  • 3
    Automated Data Processing

    Automate data formatting and processing for accurate reporting.

Feature

Outcomes

Expected Outcomes

Experience the transformative impact of this automation on your data reporting processes.

90%
Improved Decision-Making
5x
Faster Data Refresh
99%
Enhanced Reporting Accuracy

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FAQ

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.

One-Time
One-time Fee

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

Build Fee + Maintenance Fee
from 300$/month

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

Recurring
from $600/month

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