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Integrate HubSpot CRM with Tableau

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Tableau

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

Tableau Integrations

Best ways to Integrate HubSpot CRM + Tableau

  • HubSpot CRM Integration Tableau Integration

    HubSpot CRM + Tableau

    Update Data Source in Tableau when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Tableau Integration Update Data Source
  • HubSpot CRM Integration Tableau Integration

    HubSpot CRM + Tableau

    Update Data Source in Tableau when New Contact Property Change is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Contact Property Change
     
    Then do this...
    Tableau Integration Update Data Source
  • HubSpot CRM Integration Tableau Integration

    HubSpot CRM + Tableau

    Update Data Source in Tableau when New Company is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Company
     
    Then do this...
    Tableau Integration Update Data Source
  • HubSpot CRM Integration Tableau Integration

    HubSpot CRM + Tableau

    Update Data Source in Tableau when New Contact is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Contact
     
    Then do this...
    Tableau Integration Update Data Source
  • HubSpot CRM Integration Tableau Integration

    HubSpot CRM + Tableau

    Update Data Source in Tableau when New Deal in Stage is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal in Stage
     
    Then do this...
    Tableau Integration Update Data Source
  • HubSpot CRM Integration {{item.actionAppName}} Integration

    HubSpot CRM + {{item.actionAppName}}

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    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect HubSpot CRM + Tableau in easier way

It's easy to connect HubSpot CRM + Tableau without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • Updated Data Source

    Triggers when an existing data source is updated

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Data Source

    Updates an existing data source in tableau.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How HubSpot CRM & Tableau Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Tableau as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot CRM to Tableau.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Tableau

  • HubSpot CRM is one of the leading marketing automation top that helps in nurturing leads and sales. They have a robust platform that helps in automating the whpe digital marketing process. It comprises of email marketing, lead capture, SEO, social media, web analytics, landing pages, etc. It works on its own marketing platform to help you target your customers through email marketing campaigns, social media campaigns, outbound calls, lead generation campaigns, etc.
  • Tableau is another big data top that helps in making sense of your business data quickly and effectively. You just need to drag and drop your files and then chose from hundreds of visualizations to analyze and present your business data. It helps you quickly understand patterns in your marketing data and make better decisions.
  • Integration of HubSpot CRM and Tableau
  • HubSpot provides a free version of the product and plans for paid versions. A HubSpot CRM user can integrate with Tableau and use it to visualize their data. In order to track the progress of a customer or lead, it is recommended to integrate HubSpot CRM with Tableau as it will provide you with the details of the sales funnel. It will also help you with the sales forecast too.

    Tableau provides a free trial version for new users. It helps you to understand the integration process before you make any decision. The integration process is easy and simple. You just need to go to the connect tab on the top navigation of your screen and select connect to data source. After that, you need to select ‘HubSpot’ on the right side of the screen.

    Once the integration is complete, you can create dashboards using your marketing data. You can create charts and graphs to analyze sales funnels. You can also create scorecards to track leads and make changes in the strategy if there is a need for it. These are some of the major benefits of integrating HubSpot CRM with Tableau.

  • Benefits of Integration of HubSpot CRM and Tableau
  • There are many benefits of integrating HubSpot CRM with Tableau as listed below –

    • Report Pivot Tables

    Pivot tables are used to analyze data quickly and easily in Tableau. When integrated with HubSpot CRM, it helps you get more insights into your business data. You can track your leads, sales funnel, etc. With just a few clicks you can pull your data from HubSpot CRM and create reports using Tableau. You can then share them with your team so that they can fplow up on them if needed. This is one way you can streamline your processes by using these two tops together rather than separately.

    • Easy Sharing with Team Cplaboration

    Using both HubSpot CRM and Tableau together helps you share information easily with your team members. You can set up filters and parameters on Salesforce which will allow everyone to view only specific data that has been shared via Tableau dashboards. This will ensure that everyone is working on the same page and sharing relevant information with each other in no time at all.

    • Track Leads in Real Time

    You can now track every lead generated by HubSpot CRM using Tableau dashboards without having to spend hours in doing so manually. This is especially helpful for businesses that are sending lot of emails or running social media ad campaigns for getting more sales leads. It helps them fplow up on leads within hours of being generated as opposed to days before when it was done manually.

    • Understand Sales Funnel in a Better Way

    You can now better understand your sales funnel by tracking it visually using Tableau dashboards. This will help you understand where exactly your problem lies and accordingly take action that will be most beneficial for your business. You can track each stage of your sales funnel using this top and analyze how different strategies impact your business in a positive or negative way to improve your ROI in no time at all.

    The process to integrate HubSpot CRM and Squarespace may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.