Why you should automate with Tableau
build conditional reports
Why these integrations and automations matter:
An agile business responds quickly to change, but how do you know when it’s time to act? Stay on top of business trends by integrating Tableau with other business software to generate automated reports every time something critical changes in another application.Automate critical insights
When something big changes, you definitely want to know. Monitor critical metrics without having to check them every two seconds by integrating Tableau with key applications. For example, you could automate a crisis report every time open tickets hit a critical mass in ITSMs like Jira or ServiceNow.Trigger customer reports
Integrate Tableau with CRMs like Salesforce or Zendesk to trigger a report based on a valued customer’s action. For example, you could generate a product usage report every time a customer shows interest in a higher-end product. Then, your sales team can upsell the most appropriate product based on that report.Quality customers
Automated reports can also help you immediately qualify or disqualify customers from receiving certain benefits in other applications. For example, you could integrate Tableau with an events application like Eventbrite to trigger a purchase history report whenever a customer signs up for a product webinar. Your events team can use this report to make sure customers end up in the right event.
