Integrating Pipedrive and Tableau
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. 😁
Answers
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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,
Resources: 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples
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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.
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