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.
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
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It's easy to connect HubSpot CRM + Tableau without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggers when a new data source occurred.
Triggers when a new project occurred.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
Updates an existing data source in 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.
There are many benefits of integrating HubSpot CRM with Tableau as listed below –
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.
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.
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.
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.
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