How To Integrate HubSpot With Tableau

How To Integrate HubSpot With Tableau

  1. Sign Up for Tableau: Create an account on Tableau if you don’t have one.
  2. Access HubSpot: Log in to your HubSpot account.
  3. Get HubSpot API Key: Navigate to your HubSpot settings and find the API key.
  4. Open Tableau Desktop: Launch the Tableau Desktop application on your computer.
  5. Select Data Source: Click on "Connect" and choose "Web Data Connector."
  6. Enter HubSpot URL: Input the URL for the HubSpot API in the connector field.
  7. Authenticate Connection: Use your HubSpot API key to authenticate the connection.
  8. Import Data: Select the data you want to import from HubSpot into Tableau.
  9. Create Visualizations: Use Tableau’s tools to create charts and dashboards with your HubSpot data.
  10. Save and Share: Save your Tableau workbook and share it with your team.