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Connect to Act! CRM (Beta)
Bring your Act! CRM data into Tableau Next with the Act! CRM connector.
- In a Tableau Next workspace, click Add.
- Select Data, and then select From Connector.
- Locate and select the Act! CRM connector.
- Configure the connection details, and then click Sign In.
All settings require a value, unless otherwise indicated.
| Connection Name | Enter a name for the connection. |
| URL | Enter the API endpoint. |
| Database | Enter the database name. |
| Username | Enter the username for the account. |
| Password | Enter the password for the account. |
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