HubSpot + Tableau Integrations

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About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

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
Tableau Integration Details

  • HubSpot is a business-to-consumer (B2C. marketing platform that helps companies attract visitors, convert leads, and close customers. It is a web-based platform that allows businesses to create websites and social media channels, perform search engine optimization (SEO), and manage email marketing. HubSpot's software helps companies engage with their website visitors and target potential customers through various channels such as blogs and social media.
  • Tableau is a business intelligence software that allows users to visualize and analyze data from multiple sources in an intuitive visual interface. It also helps them make informed decisions. It allows users to ask questions about the data and see the results without any programming or IT support. Users can connect it to databases, spreadsheets, and cloud storage systems. Tableau Public is a free version of Tableau that is available for download on Tableau's website. It has a limitation of 10 MB data per published story.
  • Integration of HubSpot and Tableau
  • HubSpot integrates with Salesforce, Zendesk, Google Analytics, Google Adwords, Google Sheets, MailChimp, Zapier, Twitter, Facebook, LinkedIn, Shopify, MailerLite, WordPress, Constant Contact, Blogger, Drupal, Joomla!, Squarespace, Salesforce, Wistia Video, AWeber, Klaviyo, Insightly, SurveyMonkey, Stripe, Drip, Hootsuite, Trello, Slack, Infusionsoft, SalesforceIQ etc. This integration not only saves time but also provides more opportunities for the company.
  • Using this integration with HubSpot and Tableau can help a business organization to easily compare data between different channels. For example. the number of leads generated by paid advertising campaigns versus organic traffic can be compared by using data from HubSpot and Tableau at one place. This integration also helps in identifying the most effective channels for lead generation.
  • Benefits of Integration of HubSpot and Tableau
  • Integration of HubSpot and Tableau helps the company to design customized dashboards that are used for analyzing data from HubSpot. This integration enables users to get real-time insights into their online marketing campaigns. This allows them to measure the performance of their marketing campaigns at regular intervals. This information can be used by the team members to make changes in their existing marketing strategies. The managers can use this information to make decisions regarding future directions of the company. The entire process becomes much easier when Tableau is integrated with HubSpot.
  • This integration also enables the user to automatically publish reports in the Tableau dashboard directly from the Salesforce CRM system. This helps them to save time spent on manually publishing data from multiple sources to the Tableau dashboard. It also ensures that there are no errors while creating these reports manually. They can publish data into the Tableau dashboard at regular intervals according to their requirements. If the user wants to view live data in real-time then he/she can select the option ‘Publish Report Every’ in Salesforce CRM system. He/she can set this frequency according to his/her requirements. For example. if the user wants to see sales report daily then he/she can set this frequency as daily in Salesforce CRM system. This will automatically publish data into Tableau dashboard every day at predetermined time.
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