HubSpot to Tableau Integration

HubSpot to Tableau Integration

The Bayard Bradford HubSpot + Tableau Integration helps business analysts and decision makers to analyze data fluently.  Tableau includes other connectors for other data sources, which allows you to create a true all-in-one dashboard.

Our connector has a simple point and click setup, and includes the required cloud-based server and data warehouse (provided by the Microsoft Azure cloud computing platform) and a template to simplify building your reports.  We include setup assistance in the first month to ensure the connector, server, and database are all working properly.

If you would like to sign up for the HubSpot Tableau Connector please fill out the form at the bottom of this page.

Top Digital Agency Houston 2018

The Bayard Bradford HubSpot + Tableau Integration helps business analysts and decision makers to analyze data fluently.  Tableau includes connectors for other data sources, which allows you to create a true all in one dashboards.

Our connector has a simple point and click setup, and includes the required cloud-based server and data warehouse (provided by the Microsoft Azure cloud computing platform) and a template to simplify building your reports.  We include setup assistance in the first month to ensure the connector, server, and database are all working properly.

Top Digital Agency Houston 2018

How does it work?

HubSpot provides access to their APIs to access both custom and standard data across both the marketing platform and the CRM. The application synchronizes your data between HubSpot and an Azure SQL database which is dynamically generated and updated at different intervals depending on your needs.

You will be provided access to your secure Microsoft Azure SQL server upon automated generation of your database and within 24 hours you will have the ability to report on your HubSpot data directly out of Tableau. We will also provide a template and on-boarding assistance at no extra cost to you.

Your data can be queried and edited inside of Tableau and it will not affect the integrity of the HubSpot database or the SQL server. This allows you to reconcile your sales data with your accounting data inside of Tableau without the cost of integrating those two systems directly. Our Integration Includes “Contacts” and “Companies” Data, as well as “Deal” data.

How does it work?

HubSpot provides access to their APIs to access both custom and standard data across both the marketing platform and the CRM. The application synchronizes your data between HubSpot and an Azure SQL database which is dynamically generated and updated at different intervals depending on your needs.

You will be provided access to your secure Microsoft Azure SQL server upon automated generation of your database and within 24 hours you will have the ability to report on your HubSpot data directly out of Tableau. We will also provide a template and on-boarding assistance at no extra cost to you.

Your data can be queried and edited inside of Tableau and it will not affect the integrity of the HubSpot database or the SQL server. This allows you to reconcile your sales data with your accounting data inside of Tableau without the cost of integrating those two systems directly. Our Integration Includes “Contacts” and “Companies” Data, as well as “Deal” data.

What are the applications Required for this Integration?

Tableau is a cloud-based platform for creating and sharing real-time data visualizations. It features templates for popular data sources and drag-and-drop capabilities for building charts. Users can create reports, dashboards, and visualizations without having to rely on IT staff.

Learn More About Tableau

HubSpot is inbound marketing and sales software with a robust CRM attached to it. Bayard Bradford is a Certfied HubSpot Partner and developed this integration according to HubSpot’s best practices.

Learn More About HubSpot

Tableau is a cloud-based platform for creating and sharing real-time data visualizations. It features templates for popular data sources and drag-and-drop capabilities for building charts. Users can create reports, dashboards, and visualizations without having to rely on IT staff.

Learn More About Tableau

HubSpot is inbound marketing and sales software with a robust CRM attached to it. Bayard Bradford is a Certfied HubSpot Partner and developed this integration according to HubSpot’s best practices.

Learn More About HubSpot

What makes our app different from an ODBC Solution?

  • Bayard Bradford’s HubSpot to Tableau connector is a complete cloud-based solution that does not require you to provide any hardware or additional software.  You only need HubSpot and Tableau. We provide everything else.
  • ODBC requires installation on a computer.
  • OBDC requires an installation of software.  Our connector is entirely cloud-based, so there is no software to install.
  • In order to have the automatic syncing on an regular basis, you need a server and a database for storing HubSpot data. 

What makes our app different from an ODBC Solution?

  • Bayard Bradford’s HubSpot to Tableau connector is a complete cloud-based solution that does not require you to provide any hardware or additional software.  You only need HubSpot and Tableau. We provide everything else.
  • ODBC requires installation on a computer.
  • OBDC connects to a desktop and needs to be installed on it.  Our connector is entirely cloud-based, so there is no software to install.
  • In order to have the automatic syncing on an regular basis, you need a server and a database for storing HubSpot data. 

Request a demo by filling out the form below.

Bayard Bradford is a HubSpot Platinum Agency Partner