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Your No-code and AI Automation PartnerAutomate Reporting with HubSpot CRM
Effortlessly collect data from HubSpot CRM, integrate with Google Sheets or Tableau, and update dashboards daily with n8n. Gain real-time insights without manual intervention.
When a Scheduled Time Triggered
1. Schedule Daily Data Collection
Trigger the workflow at a specified time daily.
Search for Contacts
2. Collect Contact Data
Gather contact information from HubSpot CRM.
Search for Deals
3. Collect Deal Data
Extract deal information from HubSpot CRM.
Search for Activities
4. Collect Activity Data
Fetch activity data from HubSpot CRM.
Add Rows to Sheet
5. Update Google Sheets
Insert the collected data into Google Sheets.
Update Dashboard
6. Refresh Tableau Dashboard
Sync data with Tableau for updated reports.
- Repeat -
Automation Benefits
Automation Benefits
Leverage automation to enhance your business operations.
Enhanced Efficiency
Streamline data processes for faster insights.
Cost Savings
Reduce manual labor costs associated with data extraction.
Scalable Solutions
Easily scale the workflow as your business grows.
Accurate Data
Ensure high accuracy with automated data pulls.
Faster Response Times
Quickly adapt to market changes with real-time data.
Centralized Data Management
Manage all your data in one place for easy access.
Features
Key Features
Explore the features that make this automation essential for your business.
- 1Seamless Integration
Connect HubSpot CRM with Google Sheets and Tableau effortlessly.
- 2Automated Scheduling
Run data collection workflows daily without manual intervention.
- 3Real-Time Insights
Access up-to-date analytics for informed decision-making.
Outcomes
Business Outcomes
Discover the benefits of implementing this automation.
90%
Improved Decision Making
50+ hours/month
Time Saved
99%
Increased Data Accuracy
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FAQ
Frequently Asked Questions
Get answers to common questions about this automation.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.