Connect HubSpot to Tableau

Easily send your HubSpot data to Tableau with Windsor.ai’s ELT connector.

Our platform automates HubSpot reporting and streams real-time CRM metrics into Tableau’s interactive dashboards. Visualize marketing and sales performance, monitor pipeline health, and act on insights to boost engagement, accelerate deals, and improve ROI.

Forget CSVs. Stop copy/paste. Connect data in 2 minutes. No code required.

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Windsor.ai is your proven HubSpot to Tableau connector

Make the most out of your data with HubSpot to Tableau integration

By integrating your HubSpot CRM data into Tableau with Windsor.ai, you gain deeper insights into marketing, sales, and customer service performance—enabling advanced analytics and unlocking these key benefits:

Automated reporting

Automate the flow of HubSpot data into Tableau with Windsor.ai, eliminating manual exports and spreadsheet updates. Dashboards stay in sync with the latest CRM metrics, giving sales and marketing teams always-fresh insights for faster, more informed decision-making.

Full-funnel visibility

Visualize the entire customer journey in one place—from first touch to closed deal. By centralizing data on contacts, deals, and marketing interactions, you can identify where leads are getting stuck, which campaigns drive conversions, and how sales and marketing efforts align.

Customizable dashboards

Customize Tableau dashboards to visualize the CRM metrics that matter most to your business, like conversion rates, deal stage progress, lead source performance, and rep-level activity. With real-time HubSpot data, every team gets a clear view of the KPIs that drive their goals—all in a single, unified dashboard.

Cross-channel insights

Blend HubSpot CRM data with sources like Google Ads, GA4, or your billing system to get a full view of lead quality, channel ROI, and revenue performance. This cross-platform integration enables better attribution, smarter budget allocation, and deeper analysis of what’s driving growth.

Using Windsor.ai connector to import data from HubSpot into Tableau

Most traditional methods for integrating HubSpot with Tableau are manual, complex, or require costly third-party tools. Windsor.ai simplifies the process with a no-code solution that automates data transfers for seamless reporting and advanced CRM analytics.

In just a few steps, Windsor.ai syncs your HubSpot data with Tableau, so you can track lead generation, customer journeys, and pipeline performance in real time.

With Windsor.ai, you can:

Automate HubSpot data transfers to Tableau, eliminating manual work and reducing the risk of errors.
Access real-time CRM metrics like conversion rates, customer engagement, deal velocity, and pipeline progress—all visualized in interactive Tableau dashboards.
Blend HubSpot data with insights from platforms like Meta Ads, Google Ads, or GA4 to get a unified view of marketing and sales performance.
Customize pre-built dashboards in Tableau to track the metrics that matter most and align reporting with your business goals.

Join over 4,000 businesses that trust Windsor.ai to streamline HubSpot to Tableau integration

How to connect HubSpot to Tableau in Windsor.ai

Make sure you have the following prerequisites before setting up the connector:

HubSpot account (Visit our privacy policy and terms of use)
Google account for Tableau integration
Active Windsor.ai account

Register and log in to Windsor.ai

Create a new Windsor.ai account or log in if you already have one.

Select your data source

Choose HubSpot as your data source and grant access to Windsor.ai.

Connect Tableau via Google Sheets

Tableau has temporarily halted external connectors, so the easiest way to sync data to Tableau is via Google Sheets.

Import data from Google Sheets into Tableau

In the Tableau Desktop app, go to the “Data” tab and click “New Data Source.” Select “Google Drive” and connect your data.

See the integrated data in Tableau

Congratulations! You’ve imported data to Tableau, and it’s ready for further analysis.

FAQs

What is HubSpot?

HubSpot is a leading CRM platform that allows businesses to manage marketing, sales, and customer service in one place. It offers comprehensive tools for contact management, email marketing, social media marketing, lead generation, tracking, and business analytics. Built on inbound marketing and sales methodologies, HubSpot helps businesses attract, convert, and retain customers while streamlining internal processes.

What is Tableau?

Tableau is a popular business intelligence and analytics tool designed for data visualization and interactive reporting. Using Windsor.ai connectors, you can seamlessly connect Tableau to various data sources, including servers and files like Microsoft Excel, to generate dynamic charts, trends, and dashboards. Once connected, you can automatically create reports using pre-built templates or build custom visualizations from scratch with intuitive, click-through Tableau commands. You can further organize these visuals into dashboards and transform them into compelling data stories for enhanced decision-making.

Do you have helpful links to get started with integrating HubSpot and Tableau using Windsor.ai?

Yes, we have helpful resources to help you get started. You can explore our official documentation and ready-to-use templates for seamless HubSpot to Tableau integration with Windsor.ai:

How much time do I need to create the HubSpot and Tableau integration?

Using Windsor.ai’s no-code ETL connector, you can integrate HubSpot with Tableau in a few minutes, benefiting from a quick and stress-free setup process.

How much does it cost to integrate HubSpot into Tableau with Windsor.ai?

Windsor.ai’s pricing for HubSpot to Tableau data integration can vary depending on your use case and data volume. We offer transparent pricing plans tailored to diverse business needs and budgets.

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Connect HubSpot to Tableau