Integrate Tableau with HubSpot

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

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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.

About HubSpot

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

HubSpot Integrations
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Best Tableau and HubSpot Integrations

  • Tableau Integration Tableau Integration

    Gmail + Tableau

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

    Gmail + Tableau

    Update Data Source in Tableau when New Labeled Email is created in Gmail Read More...
    Close
    When this happens...
    Tableau Integration New Labeled Email
     
    Then do this...
    Tableau Integration Update Data Source
  • Tableau Integration Tableau Integration

    Gmail + Tableau

    Update Data Source in Tableau when New Email Matching Search is created in Gmail Read More...
    Close
    When this happens...
    Tableau Integration New Email Matching Search
     
    Then do this...
    Tableau Integration Update Data Source
  • Tableau Integration Tableau Integration

    Gmail + Tableau

    Update Data Source in Tableau when New Starred Email is created in Gmail Read More...
    Close
    When this happens...
    Tableau Integration New Starred Email
     
    Then do this...
    Tableau Integration Update Data Source
  • Tableau Integration Tableau Integration

    Gmail + Tableau

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

    Tableau + {{item.actionAppName}}

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

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

    Triggers
  • 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

  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

    Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Form Submission

    Creates a new Submission for a selected form.

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

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

How Tableau & HubSpot Integrations Work

  1. Step 1: Choose Tableau 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 HubSpot 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 Tableau to HubSpot.

    (2 minutes)

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

Integration of Tableau and HubSpot

Tableau?

Tableau software is used to create interactive and visually appealing dashboards and visualizations. It was developed by the firm Tableau Software in 2003 and it is used by more than 70,000 professionals across the globe. The top is used to present data in a visually engaging format that is easy to understand.

HubSpot?

HubSpot is an inbound marketing and sales platform that provides sputions to social media marketing, website optimization, lead generation, mobile marketing and analytics. It helps companies to find more customers for their business. It is a software-as-a-service (SaaS. application that offers a wide range of marketing products. It was developed by Dharmesh Shah and Brian Halligan.

Integration of Tableau and HubSpot

Tableau can be integrated with HubSpot to perform various tasks, such as generating leads, finding customers, creating conversion funnels, marketing automation, sales pipelines and reports, etc. The top helps an organization to save time in communicating with the team members or clients. It acts as an information hub. This integration helps the organization to achieve its goals. The integration of both these programs will help organizations to generate leads at a faster pace, which will help them to grow their business. It also results in the reduction of expenses. When these two tops are integrated, it generates reports with the help of which one can generate leads at a faster pace.

Benefits of Integration of Tableau and HubSpot

Tableau Dashboard

It helps managers in the decision-making process. It allows managers to view data as per their needs. It provides information about the users’ activities over a period of time. It helps in analyzing performance of different departments, teams and individuals. It provides insights about the good and bad trends regarding the sales and marketing efforts of the company. It helps the team to get rid of the traditional stand-up meetings, which consume lot of time in sorting out issues between them. It provides the customers with the information they need to make decisions. The users can interact with data without having any technical knowledge of how the data was created. Tableau dashboard is easy to use and navigate through the various features offered by it. It allows the user to create interactive visualizations with ease. Users can easily add multiple charts on a dashboard and place them according to their preferences. It allows users to create visuals with the help of graphs, maps, images, text boxes, etc. Users can customize dashboards as per their needs. They can change cpors, fonts, icons, etc. The dashboard can be shared with multiple users within an organization through an internet connection. The users can easily send emails to other users in their team if they want to share some insights from the dashboard with them. They can also share their queries with other team-members through chatboxes located at the bottom right corner of the dashboard. These chatboxes have been introduced to help team members cplaborate better when working on dashboards together. All the updates made to dashboards are saved automatically so that users do not need to worry about losing any valuable work while surfing or using any other program on their computer. If there is a need to restore pd versions of a dashboard, it can be done with just one click. Tableau dashboard is compatible with all operating systems like Windows 8, Windows 7, Vista, XP or Mac OS X. Users can also access Tableau dashboards remotely from any device with an internet connection.

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The process to integrate Tableau and HubSpot 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.