GoFormz
Tableau

Gong and Tableau Integration

Seamlessly connect GoFormz with Tableau to transform your field data into powerful visual insights.

Explore Triggers and Actions

New Form Completed
Trigger new event when a new form is completed in GoFormz
Create Project
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.
Download PDF
Downloads images of the sheets of a workbook as a PDF file.
Query Projects
Returns a list of projects on the specified site.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Gong and Tableau?

The GoFormz and Tableau integration empowers businesses to automatically sync their mobile form data with Tableau’s advanced analytics platform. This connection enables real-time data visualization, helping teams make informed decisions faster by turning raw field data into interactive dashboards and reports without manual data entry or complex exports.

Connect
GoFormz
and
Tableau
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What data from GoFormz can be visualized in Tableau?

You can visualize all form submission data collected via GoFormz, including text inputs, checkboxes, signatures, photos, and GPS coordinates, enabling comprehensive analysis of your field operations.

How often does the data sync between GoFormz and Tableau?

Data synchronization can be set to occur in real-time or at scheduled intervals, depending on your business needs and integration setup.

Do I need technical expertise to set up the integration?

No, the integration is designed to be user-friendly with guided setup steps. However, for advanced customization, some familiarity with Tableau’s data connectors may be helpful.

Can I customize the dashboards in Tableau using GoFormz data?

Absolutely. Once your GoFormz data is in Tableau, you can create custom dashboards, reports, and visualizations tailored to your specific KPIs and business goals.

Is my data secure when syncing between GoFormz and Tableau?

Yes, both GoFormz and Tableau use industry-standard encryption and security protocols to ensure your data remains protected throughout the integration process.

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