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HubSpot CRM + Tableau Integrations

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

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 HubSpot CRM and Tableau Integrations

  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM MailChimp

    HubSpot CRM + MailChimp

    Create MailChimp subscribers from new Hubspot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Make your email marketing campaign more successful by connecting your MailChimp account with Hubspot CRM. This integration will help you grow your email subscribers list without any manual effort. Once it’s active, any time you create a new Hubspot CRM, the contacts will automatically be added to a Mailchimp list of your choice.
    How It Works
    • You create a new contact in Hubspot CRM
    • Appy Pie Connect automatically adds that contact to a Mailchimp list
    What You Need
    • A Mailchimp account
    • A Hubspot CRM account
  • HubSpot CRM Google Sheets

    HubSpot CRM + Google Sheets

    Add new rows to Google Sheets for HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your HubSpot CRM contacts with Appy Pie Connect. Our platform lets you integrate HubSpot CRM with Google Sheets in minutes without any coding. Once you’ve set up this integration, whenever a new contact is added to your HubSpot CRM, we will automatically add it to the Google Sheets spreadsheet. This way you can keep a record of all your HubSpot CRM contacts in one place.
    How This Integration Works
    • A new contact is added to HubSpot CRM
    • Appy Pie Connect adds the contact information to a new row in a Google Sheets spreadsheet
    What You Need
    • A HubSpot CRM account
    • A Google account
  • HubSpot CRM HubSpot CRM

    Paypal + HubSpot CRM

    Create Deals on Hubspot CRM for new PayPal sales Read More...
    When this happens...
    HubSpot CRM Successful Sale
     
    Then do this...
    HubSpot CRM Create Deal
    Adding contacts to your customer relationship management platform is a great way to grow your lists, but it requires a lot of manual work on your part. Use this integration from Appy Pie Connect to automatically create a new contact or a new opportunity in Hubspot CRM whenever a sale is successfully completed in PayPal. This way, you can grow your business sales like never before.
    How It Works
    • A successful sale occurs in PayPal
    • Appy Pie Connect creates a new deal in HubSpot
    What You Need
    • A PayPal account
    • A HubSpot CRM account
  • HubSpot CRM HubSpot CRM

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    When this happens...
    HubSpot CRM {{item.triggerTitle}}
     
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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.

    Actions
  • 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.

How HubSpot CRM & Tableau Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate HubSpot CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Tableau as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Tableau with Appy Pie Connect.

    (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.