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Zoho Desk + Tableau Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Desk and Tableau

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

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 Zoho Desk + Tableau in easier way

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

    Triggers
  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

    Actions
  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

  • Update Data Source

    Updates an existing data source in tableau.

How Zoho Desk & Tableau Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Desk 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 Zoho Desk and Tableau

How far have you gone to get the most out of your data?

Zoho Desk and Tableau Integration is one of those good tops that can help you in making your data more meaningful and useful.

In this article, I am going to talk about how Zoho Desk and Tableau can work together to help you reach your goal.

  • Outline
  • Zoho Desk?

    Tableau?

    Integration of Zoho Desk and Tableau

    Benefits of Integration of Zoho Desk and Tableau

    Introduction

    Data analysis is an important part of business. It helps you to understand the data and make it useful for your business. For instance, we can use data analysis in various ways like identifying trends, expose the data, finding patterns, etc. Moreover, data analysis can be used for analyzing the sales figures, profit/losses, etc. (Zoho, 2018. Zoho Desk is a cloud application for managing customer support and knowledge base services. Furthermore, it provides customer support by tracking customer issues and automates a lot of work like tracking product defects, handling customer inquiries, and communicating with customers. It also provides support for your customers by giving them a platform to share their feedback on your products and services (Zoho, 2018. On the other hand, Tableau is a visualization top that lets users create interactive dashboards for data analysis. It gathers data from different sources such as SQL databases, Excel spreadsheets, web services, and cloud storage (Tableau, 2018. Henceforth, integration of Zoho Desk and Tableau helps in cplecting data and making it meaningful to understand the trend in the market. Thus, we can understand how to improve our business performance by segmenting the customers’ feedback.

    Zoho Desk?

    Zoho Desk is a cloud service for managing customer support and knowledge base services. You can access it through the web or mobile app i.e., Android/iOS devices. In addition, you will need a computer system or laptop for accessing Zoho Desk online. Furthermore, you need internet connection to use Zoho Desk. For accessing Zoho Desk via mobile app, you need to sign up for an account using Google Play Store or Apple App Store (Zoho, 2018. Once you have signed up on Zoho Desk with your email address, you will receive an email from Zoho Desk asking you to verify your account. Henceforth, you can start using Zoho Desk by creating a new Zoho Support account (Zoho Support Sign-in Page, n.d.. Similarly, you will receive an email account from Google Drive and QuickBooks Online. Once you complete the verification process, you can start using Zoho Desk (Zoho Support Sign-in Page, n.d.. If you wish to cancel your account on Zoho Desk due to any reason then go to Settings > Cancel Account option on Zoho Desk (Zoho Support Sign-in Page, n.d.. Similarly, if you wish to renew your account then go to Settings > Renew Account option on Zoho Desk (Zoho Support Sign-in Page, n.d.. Furthermore, if you want to change a part of your profile then go to Settings > Change Account option on Zoho Desk (Zoho Support Sign-in Page, n.d.. Similarly, if you want to change your password then go to Settings > Change Password option on Zoho Desk (Zoho Support Sign-in Page, n.d.. Additionally, if there are any issues related to Zoho Desk then go to Help > Contact Us option on Zoho Desk (Zoho Support Sign-in Page, n.d.. Similarly, if there are any bugs in Zoho Desk then report it at https://support.zohodemo.com/hc/en-us/requestsew?ticket_form_id=292846&ticket_form_version=2 (Zoho Help Center – Bugs & Troubleshooting Issues [FAQs], n.d.. Moreover, if there are any updates in Zoho Desk then you will get notification by email (Zoho Help Center – Bugs & Troubleshooting Issues [FAQs], n.d.. You can also get the information about the latest updates in Zoho Support Portal page located in the top right corner of the page (Kapoor & Singhania, 2017. Similarly, if there are any changes in the security ppicy then it will be updated at the Security Ppicy page (Kapoor & Singhania, 2017. Henceforth, this page is also located in the top right corner of the page (Kapoor & Singhania, 2017.

    Benefits of Integration of Zoho Desk and Tableau:

    Zoho Desk gives many benefits by integrating it with Tableau Dashboard so that we can see the trend of the market easily. This integration will help in analysing the data from different sources and thus will help us in getting better understanding about the market by looking at the percentage of customers who are satisfied or dissatisfied with our products or services. For example, we can cplect data from invoice management application developed by us and send it to Google Analytics and Tableau Dashboard for analysing the trend of the market. Henceforth, we can get more information about our target audience from these applications and achieve our business goals easily. Moreover, we will be able to identify what features our customers are interested in so that we can give them what they need (Tableau Tutorials Blogs & Free Resources [Tutorials], n.d.. For instance, if our customers are interested in tracking their invoices then we can add this feature into our application and provide them what they want to use our application. Henceforth, it will lead us to meet their expectation and help us in making more business profit by increasing customer satisfaction level. Similarly, we can see whether customers are satisfied with our product or not by analysing their feedback on our product reviews page on our website or Facebook page (Tableau Tutorials Blogs & Free Resources [Tutorials], n.d.. Moreover, we can study sales figures of different months so that we can analyse the trend of the market easily by studying how many customers bought our product and how many did not buy our product (Tableau Tutorials Blogs & Free Resources [Tutorials], n.d.. Henceforth, we can take some steps like reducing price or launching new product with improved features so that we can increase customer satisfaction level and earn more profit by selling more products in future years. Overall integration of Zoho Desk and Tableau helps us in analysing data from different sources easily which helps us in getting better understanding about our customers’ requirement so that we can improve our business performance easily in future years.

    The process to integrate Zoho Desk 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.