Connect Microsoft Outlook and Tableau to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with Tableau - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Download View" in Tableau.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Tableau, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Connect Microsoft Outlook and Tableau to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Resolve incidents faster with automation
Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + Tableau integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Tableau
How do I integrate Microsoft Outlook with Tableau using automation?
You can integrate Microsoft Outlook with Tableau by creating automated workflows using triggers and actions. A trigger from Outlook, like receiving a new email or calendar event, can automatically update your Tableau dashboard with the relevant data.
What types of triggers from Microsoft Outlook can be used in the integration with Tableau?
In integrating Outlook with Tableau, triggers such as receiving a new email, adding a new contact, or updating a calendar event can instigate actions to manipulate and update data in Tableau.
What actions in Tableau can be automated through an integration with Microsoft Outlook?
Through integration, you can automate actions like refreshing data extracts or updating workbooks in Tableau whenever an event occurs in Outlook.
Can calendar events from Microsoft Outlook be used to update reports in Tableau?
Yes, when you receive or update a calendar event in Outlook, it can trigger automatic updates to related reports or dashboards in Tableau.
Is it possible to track emails received in Outlook within a Tableau dashboard?
Absolutely. By setting up the right triggers, every time you receive an email in Outlook, it could create a log entry or visual indicator on your Tableau dashboard to keep track of important communications.
Are there limitations when connecting Microsoft Outlook's tasks feature with Tableau?
While most aspects of tasks from Microsoft Outlook can be integrated with triggers for reporting purposes in Tableau, certain complex task attributes might require custom solutions for full visibility within dashboards.
How often does Tableau update when connected to changes made in Microsoft Outlook?
The frequency at which updates occur depends on the triggers set up between Microsoft Outlook and Tableau. Generally, actions are executed almost instantly when the specified trigger condition is met but may depend on network speed and setup complexity.
