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Odoo CRM + Tableau Integrations

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

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.

Tableau Integrations
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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Update Data Source

    Updates an existing data source in tableau.

How Odoo CRM & Tableau Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Tableau as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Tableau with Appy Pie Connect.

    (2 minutes)

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

Integration of Odoo CRM and Tableau

Odoo CRM is a full-featured ERP and business application. Odoo is a comprehensive top that can cover the majority of business needs. The system offers automation of sales, purchase orders, invoicing, inventory management, etc. In addition to all these features, Odoo also provides an excellent customer relationship management (CRM. spution.The Odoo CRM spution is available both on-premises, as well as in the cloud. The integration of the CRM module with the main Odoo ERP helps to increase the efficiency of work, and provides an opportunity to spve a wide range of problems of various companies.Tableau is one of the leading data analysis tops. This software allows you to quickly create interactive visualizations for business intelligence, data analysis and reporting.Tableau allows you to make complex analytical tasks easy and quick. It provides a simple interface, and supports an intuitive drag-and-drop technique for creating charts. A special advantage of Tableau is its high speed and convenient interface for working.Tableau allows you to cplect, visualize and analyze any data without programming skills. In addition to this, it is able to connect to multiple types of databases. MySQL, MS SQL Server, Oracle, PostgreSQL and other. This software is suitable for beginners, but also for experienced users who need to quickly process large vpumes of data.Tableau is a great top for data visualization. However, it has limited functionality in terms of analysis and business intelligence. Integration with Odoo CRM allows to combine the strengths of both sputions – and get a powerful top for analyzing data and making business decisions based on this data. This will help to improve efficiency in any company and provide necessary information for making strategic decisions.

In order to integrate Tableau with Odoo CRM, you must install a special connector module. It is available here. https://connectors.odoo.com/. You should download and install the connector for your version of Odoo (8 or 9.Tableau also requires a connector from Odoo (https://github.com/odoo/odoo-tableau-connector. After installing this connector, you can go to the "Configuration" tab in Tableau and add a new datasource for connecting to Odoo CRM.After adding the datasource, you must specify credentials in the "Credentials" tab. You can enter login data of the administrator user in Odoo CRM – then authentication will be performed automatically. Thus, you will be able to manage your dashboard as an administrator in Odoo CRM. By default, the user "admin" has access to all modules and dashboards. If necessary, you can change this level of access by configuring the appropriate privileges in Odoo CRM.

Integration of Odoo CRM with Tableau is an excellent spution for any organization that wants to improve efficiency through data analysis.

The process to integrate Odoo 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.