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Zoho CRM Tableau

Connect Zoho CRM to Tableau

Send Zoho CRM data to Tableau on a schedule. Pick columns and filter by date. Refresh as often as every 15 minutes.

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Zoho CRM report Data source: Zoho CRM
Build Tableau reports on Zoho CRM data that Coupler.io keeps up to date.
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How to connect Zoho CRM and Tableau

6 steps. You can preview the Zoho CRM data in Coupler.io before anything reaches Tableau.

Step 1 of 6

Connect Zoho CRM

Sign in to Zoho CRM and authorize Coupler.io. There's no API key to copy.

Sign in with Zoho CRM

Step 2 of 6

Choose what to export

Pick the Zoho CRM data you want in Tableau.

Data entityNot setSelect a data entity to export.
Start dateAny dateSpecify the earliest date to begin exporting data from Zoho CRM.

Step 3 of 6

Pick columns

Keep only the columns you need, so the report stays easy to work with.

ColumnsNot setSelect up to 48 columns you want to import (if empty - all columns are imported)

Step 4 of 6

Fine-tune the export

Optional settings for this Zoho CRM export.

EnvironmentNot setSpecify whether to connect to Production, Sandbox, or Developer environment.
Zoho CRM editionNot setSpecify your Zoho CRM edition to determine appropriate API rate limits.

Step 5 of 6

Connect Tableau

Coupler.io generates an integration URL for the Zoho CRM data that you connect in Tableau.

Integration URLhttps://app.coupler.io/export/w/123456?access_token=••••••••Visible only to the data flow's creator

Step 6 of 6

Set a schedule

Tableau sees the data as of the last run. Run it as often as every 15 minutes.

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Get the most of Zoho CRM to Tableau integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Zoho CRM to Tableau questions

You sign in to Zoho CRM and authorize Coupler.io. There's no API key to copy.

Yes. Set the start date to cover the period you need.

Yes. Pick the columns you need, and only those reach Tableau.

Through the Coupler.io Web Data Connector. In Tableau Desktop, go to More, then Web Data Connector, and enter https://app.coupler.io/tools/tableau.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Tableau.

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