Connect Infusionsoft (Keap) to Tableau: Dashboards in Minutes

Get started for free

No credit card required | 14 days | 10 million records | 30 pipelines

sso google logo
Sign up with Google
sso facebook logo
Sign up with Facebook
sso microsoft logo
Sign up with Microsoft
sso linkedin logo
Sign up with Linkedin

or sign up with your email

By signing up, you agree to Kondado’s Terms of service and Privacy policy

Infusionsoft (Keap)
Tableau

Visualize Infusionsoft (Keap) Data in Tableau

Connecting your Infusionsoft (Keap) account to Tableau is simple with Kondado. You can replicate your marketing and sales data directly into Tableau without writing code or managing complex databases. Choose which pipelines you want to visualize, set your preferred update frequency from 5 minutes to daily, and start building dashboards that help you understand campaign performance and sales opportunities. Kondado handles the data replication on a configurable schedule, keeping your Tableau reports current so your team always has fresh insights for decision-making.

Kondado provides a direct connection between Infusionsoft (Keap) and Tableau, allowing you to replicate five key data pipelines including Campaigns, Opportunities, and Products with 139 fields, updated on a configurable schedule from every 5 minutes to 24 hours based on your business needs.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

With Kondado, you can combine your Infusionsoft (Keap) Campaigns data with Opportunity Stages to see which marketing efforts generate the most qualified leads in Tableau. Track how contacts move through your sales funnel by visualizing Tags alongside Opportunities, or analyze product performance by connecting your Products catalog with revenue data. These combinations help marketing and sales teams identify which campaigns drive actual revenue, optimize follow-up timing based on opportunity progression, and make informed decisions about resource allocation without waiting for technical teams to prepare the data.

Try out all the features for free for 14 days

Infusionsoft (Keap) data available in Tableau

5
available pipelines
139
extractable fields

Available integrations

Integration Description
Campaigns Includes fields such as active_contact_count, completed_contact_count, and date_created, allowing detailed analysis of campaign performance.
Products Contains information on id, sku, product_name, and product_price, essential for managing the product catalog.
Tags Features fields such as id, name, and description, enabling effective organization and categorization of contacts.
Opportunity Stages Includes stage_id, stage_name, and stage_order, crucial for tracking the progress of sales opportunities.
Opportunities Contains fields such as opportunity_title, estimated_close_date, and projected_revenue_low, essential for sales management.
Campaigns
Includes fields such as active_contact_count, completed_contact_count, and date_created, allowing detailed analysis of campaign performance.
Products
Contains information on id, sku, product_name, and product_price, essential for managing the product catalog.
Tags
Features fields such as id, name, and description, enabling effective organization and categorization of contacts.
Opportunity Stages
Includes stage_id, stage_name, and stage_order, crucial for tracking the progress of sales opportunities.
Opportunities
Contains fields such as opportunity_title, estimated_close_date, and projected_revenue_low, essential for sales management.

Try out all the features for free for 14 days

How to create Infusionsoft (Keap) dashboards in Tableau

Visualize your data automatically — no spreadsheet exports or custom scripts.

1
Connect Infusionsoft (Keap) data source

Add Infusionsoft (Keap) as a data source in Kondado by entering your API credentials and selecting the pipelines you want to replicate, such as Campaigns, Opportunities, or Products.

2
Select Tableau destination

Choose Tableau as your destination to send your Infusionsoft (Keap) data straight into your visualization environment without intermediate databases.

3
Configure refresh and build dashboards

Set your preferred update frequency from 5 minutes to daily, then start building custom dashboards in Tableau that combine your marketing campaigns with sales opportunity data for complete business insights.

Access Infusionsoft (Keap) data in Tableau and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

Visualize Infusionsoft (Keap) data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Hundreds of data-driven companies trust Kondado
arezzo
brf
Contabilizei
dpz
Experian
grupo_soma
inpress
multilaser
olist
unimed
v4_company
yooper

Frequently Asked Questions (FAQ)

Answers about visualizing Infusionsoft (Keap) data in Tableau automatically

How do I connect Infusionsoft (Keap) to Tableau using Kondado?
Start by adding Infusionsoft (Keap) as a data source in your Kondado account using your API credentials. Then select Tableau as your destination and choose which pipelines like Campaigns or Opportunities you want to replicate. The connection uses the "Via Kondado" method, eliminating the need for intermediate databases or complex technical setup.
What marketing metrics can I track in Tableau from Infusionsoft (Keap)?
You can track campaign effectiveness by monitoring active_contact_count and completed_contact_count from the Campaigns pipeline. Visualize sales performance using estimated_close_date and projected_revenue_low from the Opportunities pipeline. These metrics help you understand which marketing activities convert to actual revenue and forecast your sales pipeline accurately.
How often does my Infusionsoft (Keap) data update in Tableau?
You configure the update frequency based on your business needs, choosing intervals from every 5 minutes to daily updates. This keeps your Tableau dashboards current without manual exports, allowing your team to monitor marketing campaigns and sales opportunities with data that refreshes on your preferred schedule.
Can I share Infusionsoft (Keap) dashboards with my team in Tableau?
Yes, once your data is in Tableau, you can share dashboards with stakeholders across your organization using Tableau's built-in sharing features. Your marketing and sales teams can access the same current Infusionsoft (Keap) data, ensuring everyone works from consistent campaign and opportunity metrics when making business decisions.
What is the difference between the Opportunities and Opportunity Stages pipelines in Tableau?
The Opportunities pipeline contains individual deal data including opportunity_title and estimated_close_date, while Opportunity Stages provides the framework of your sales process with stage_name and stage_order. Use both together to create funnel visualizations that show exactly where each deal sits in your sales cycle and identify which stages need attention.
Can I filter my Infusionsoft (Keap) dashboards by contact tags in Tableau?
Yes, the Tags pipeline includes id, name, and description fields that you can use to segment your visualizations. Create filters in Tableau to show campaign performance or opportunity conversion rates for specific contact categories, helping you understand which tagged segments respond best to your marketing and sales efforts.
Can I combine Infusionsoft (Keap) data with other business data in Tableau?
While Kondado sends data directly to Tableau via the "Via Kondado" connection, you can also replicate Infusionsoft (Keap) data to BigQuery or PostgreSQL for centralized storage. This allows you to blend your marketing automation data with financial or operational information from other sources before visualizing in Tableau.

Try out all the features for free for 14 days