Integrating Pipedrive and Tableau

JoeRW

I want to integrate Pipedrive with the analytics software Tableau, so I have a live feed of our leads/sales data straight to my dashboards. In other words, I want to eliminate the need to constantly export data from Pipedrive to tableau and create a live dashboard.

I have little programming knowledge, so I want to do this integration using a third party software such as Synchub or Skyvia. However, I am not sure which solution is best. I want something that is as user friendly as possible.

Any ideas or recommendations would be deeply appreciated!

Thanks in advance. 😁

Amit Sarda (AmitSarda.xyz)

You can use Coupler.

I have written in detail about this topic here:

• How to set up a Data Pipeline for Pipedrive
• How to export Data from Pipedrive to Google Sheets
• How to Analyze Call Activity Outcomes in Pipedrive

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

Resources: 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples

Contact: Book a Call | WhatsApp | Email | Website

JoeRW

Thanks Amit, your page is very helpful!

I actually do have a question, and forgive me for sounding like an idiot, but where do I find/create my Tableau server URL?

RobertYoung

You can leverage Skyvia to integrate Pipedrive with Power BI in two main ways. First, you can replicate your Pipedrive data to a data warehouse and subsequently connect it to Power BI. Alternatively, you can expose your Pipedrive data as an OData endpoint that Power BI can directly consume. Both methods facilitate seamless data sharing and analytics.

janunez

Hello!

You can use our open source Power BI connector for Pipedrive. It also works for Tableau.

All code is available for free on GitHub here:
https://github.com/audoxcl/Power-BI-Pipedrive-Connector

And here are the instructions on how to install and use it:
https://www.youtube.com/playlist?list=PLI3w6pdNV1sQfDFH3mKRbjYWH0zZjxEMX

If you have any questions or concerns, you can contact us here:
WhatsApp: +56 9 9675 0572
Email: info@audox.com

Javier Nunez
CEO & Founder
Audox
www.audox.com