Integrate Tableau with HubSpot CRM

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

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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 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.

HubSpot CRM Integrations
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Best Tableau and HubSpot CRM Integrations

  • Tableau Integration HubSpot CRM Integration

    Tableau + HubSpot CRM

    Create Deal to HubSpot CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    HubSpot CRM Integration Create Deal
  • Tableau Integration HubSpot CRM Integration

    Tableau + HubSpot CRM

    Create Company to HubSpot CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    HubSpot CRM Integration Create Company
  • Tableau Integration HubSpot CRM Integration

    Tableau + HubSpot CRM

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

    Tableau + HubSpot CRM

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

    Tableau + HubSpot CRM

    Create or Update Contact to HubSpot CRM from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    HubSpot CRM Integration Create or Update Contact
  • 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 CRM in easier way

It's easy to connect Tableau + HubSpot CRM 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 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.

    Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • 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.

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

How Tableau & HubSpot CRM 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 CRM 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 CRM.

    (2 minutes)

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

Integration of Tableau and HubSpot CRM

Tableau?

Tableau is a business intelligence software that allows the user to connect to any source of data and visualize it in a personalized manner. It uses an intuitive drag and drop interface, allowing the user to drag various fields onto the canvas and create a customizable report. This makes it easy to create reports without needing to know programming languages or have advanced software skills.

Tableau is used by companies of all sizes, from small businesses to large corporations. It is currently being used by more than 180,000 organizations worldwide, with over 5,000 customers paying over $10,000 per year for their subscription. Tableau has 32% of its users coming from the business intelligence world, while a majority of its users are coming from marketing and sales.

HubSpot CRM?

HubSpot CRM is a customer relationship management (CRM. software that provides a platform for companies to manage their contacts, leads, and opportunities. It gives you insight into your marketing campaigns, sales and customer support activities. In addition, HubSpot also provides social media management features and built-in marketing automation tops.

HubSpot is used by over 80,000 companies around the world including NASA, Red Bull, and Salesforce.com. With over 3 million users and 20 million registered domains, HubSpot is the leader in inbound marketing software.

Integration of Tableau and HubSpot CRM

Integration of Tableau and HubSpot CRM allows users to take advantage of both software’s capabilities in one place. This can be done through web services and APIs from both platforms.

Benefits of Tableau and HubSpot integration include:

  • Faster Reporting & Analysis

The integration allows users to spend less time preparing reports from scratch because they can use both software’s data to create reports with more accuracy. The two platforms also offer powerful cplaboration capabilities so users can cplaborate on a project easily without needing to switch between multiple applications or save work in progress.

  • Better Customer Experience

Users can see how their customers interact with them throughout the entire customer journey – from the moment they sign up for your product/service until they churn away. This makes it easier for users to respond quickly and proactively when customers have issues or need assistance with their products/services. This also helps improve the overall customer experience which will result in more sales and improved company reputation.

  • Better Cplaboration Among Team Members

The integration makes it easier for team members to cplaborate by sharing data across different platforms, and giving different users access to information they need to do their job. This also makes it easier for team members to get feedback on their work from other members who are working on similar projects. This cplaboration leads to greater efficiency and effectiveness which results in better products/services that will benefit both your company and your customers.

  • Superior Data Visualization & Reporting Capabilities

Since Tableau and HubSpot are both data visualization products, they offer top-notch data visualization capabilities. When you combine these capabilities with the integrations capabilities mentioned above, you get a more seamless experience which can be leveraged to provide your customers with better products/services as well as better customer service. You can easily compare how your products/services are performing with other similar businesses in your market space by using data visualization tops provided by these platforms. You can also gain a deeper understanding of how your customers are interacting with your products/services by looking at visualizations which contain various customer engagement metrics such as time spent on your website, conversion rates, etc. These visualizations will allow you to identify where improvements need to be made, thereby leading you to a better customer experience and increased sales.

  • Better Communication Between Sales & Marketing Teams

By using the integrations between the two platforms, you can easily transfer relevant information between sales and marketing teams. This helps eliminate unnecessary manual data entry which can cause errors when importing data from one platform to another and also saves time for both teams when they don’t have to wait for another person to enter data manually before they can proceed with their work. Such integrations also allow for easier communication between teams regarding which customers require which actions by which date so that the right action can be taken at the right time for each customer which will translate into better customer service and improved sales.

The process to integrate Tableau and HubSpot CRM 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.