Integrate the Tableau API with the Zoho CRM API

Setup the Tableau API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Tableau and Zoho CRM remarkably fast. Free for developers.

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Popular Ways to Connect Tableau with Zoho CRM#

Convert Lead with Zoho CRM API on New Label Created (Instant) from Tableau API

Tableau + Zoho CRM

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Convert Lead with Zoho CRM API on New Workbook Created (Instant) from Tableau API

Tableau + Zoho CRM

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Create Object with Zoho CRM API on New Label Created (Instant) from Tableau API

Tableau + Zoho CRM

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Create Object with Zoho CRM API on New Workbook Created (Instant) from Tableau API

Tableau + Zoho CRM

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Create Project with Tableau API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Tableau

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Popular Tableau and Zoho CRM Triggers#

New Label Created (Instant) from the Tableau API

Emit new event when a label is created in Tableau. See the documentation

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New Workbook Created (Instant) from the Tableau API

Emit new event each time a new workbook is created in Tableau. See the documentation

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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Popular Tableau and Zoho CRM Actions#

Create Project with the Tableau API

Creates a project on the specified site. You can also create project hierarchies by creating a project under the specified parent project on the site. See the documentation

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Query Projects with the Tableau API

Returns a list of projects on the specified site. See the documentation

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Overview of Tableau#

The Tableau API allows you to tap into the robust data visualization and business intelligence capabilities of Tableau. Within Pipedream, you can leverage this API to automate reporting, manage users, update data sources, and extract insights. This enables you to integrate Tableau's analytics with other services, streamlining your data workflows and ensuring your dashboards remain up-to-date with minimal manual effort.

Connect Tableau#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    tableau: {
      type: "app",
      app: "tableau",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.tableau.$auth.domain}/api/3.21/sessions/current`,
      headers: {
        "X-Tableau-Auth": `${this.tableau.$auth.oauth_access_token}`,
        "Accept": `application/json`,
      },
    })
  },
})

Overview of Zoho CRM#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})

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