Pipedrive to Tableau Integration

Coupler.io is second to none when it comes to the simplicity of the Pipedrive Tableau integration setup. Follow a few simple procedures to organize your data and make it ready for analysis. After that, add visualizations and get instant insights from your sales data.

Use Coupler.io to connect Pipedrive to Tableau in three simple steps:

Step 1: Collect data
Start with connecting to your Pipedrive account by specifying the login details. This operation is necessary for Coupler.io to obtain read-only access to your data.

The next thing is to select the data entity for export from Pipedrive to Tableau. Those are Deals, Files, Leads, and other objects available in the drop-down list.



Once you have chosen the data entity, click Finish and proceed to go to the next stage of the setup process.

Step 2: Organize and transform
On the way to export Pipedrive to Tableau, preview the previously selected data. At this point, you can also apply some transformations and cleansing of your data using the following options offered by Coupler.io:

• Change column names to make them more self-descriptive.
• Hide columns that bring no value for reporting and analysis.
• Create columns with new metrics by performing calculations.
• Organize data by specifying filtering and sorting criteria.
• Combine multiple Pipedrive data entities or join data from other apps.

Preview your data again, decide whether it’s correct, and click Proceed.

Step 3: Load & Automate
At the destination setup stage, you’ll need to perform several operations, switching between Tableau and Coupler.io importer.

1. Copy this URL https://app.coupler.io/tools/tableau
2. Open your Tableau desktop application.
3. Navigate to More... -> Web Data Connector.
4. Paste the URL copied in the first step.

5. Go back to Coupler.io importer again and generate an integration link.
6. Click Run to start the importer.
7. In Tableau, insert the integration URL in the respective field.

To make Pipedrive data flow into Tableau, click Get Data. Finally, your Pipedrive to Tableau data integration is complete.

Make your data export from Pipedrive to Tableau automated with Coupler.io. Its scheduling and automatic data refresh features ensure your reports are always up-to-date. Select the frequency at which you want to populate Tableau with Pipedrive data, ranging from 15 minutes to 1 month. Indicate the exact day of the week and time for Pipedrive Tableau integration. By keeping your data always fresh, thanks to Coupler.io, you can make data-driven decisions. Such automation saves your time and provides possibilities to focus on creative tasks.