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How to connect HubSpot + Power BI

Onlizer provides you with all required tools to setup connection and send info between HubSpot and Power BI automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect HubSpot and Power BI accounts

2

Integrate

Customize your HubSpot to Power BI integration

3

Launch

Run automation HubSpot + Power BI online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer BI

Connect HubSpot as data source and import data and insights with integration to Power BI and other BI services

Onlizer BI integrates data from your HubSpot to Power BI and other BI tools to analyze contacts, deals, tasks and other data on the fly, build dashboards and get insights quickly.

Onlizer BI integration setup

Onlizer Studio

Create customized individual integration of HubSpot to Power BI with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates HubSpot and Power BI with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated sales Power BI reports with CallRail and Zoho CRM data

Our customer: Development company from EU with a wide network of sales offices.
Problem: Analyze and increase the efficiency of sales calls, and shorten the time of report preparation.
Solution: Automatic call tracking data sync with Zoho CRM leads and sales information, near-real-time data transfer and visualization in Power BI.

  • 16%

    Revenue increase due to better performance analysis

  • 3x

    Times increased satisfaction rate of customers according to feedback

  • 40 hours

    Working time of data analytics team is saved monthly

  • Daily

    Achieved data freshness of sales reports

Read more about integration case

HubSpot + Power BI integration ideas

Support or submit HubSpot and Power BI integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Update contact in Hubspot from ClickUp
Upvote: 1
Update a contact in Hubspot when a task moved into status in ClickUp
Upvote: 1
Update a company in Hubspot when a task moved into status in ClickUp
Upvote: 1
Update a deal in Hubspot when a task moved into status in ClickUp
Upvote: 1
Update a deal in HubSpot when a task status changed in ClickUp
Upvote: 1
Update a company in HubSpot when a task status changed in ClickUp
Upvote: 1
Create a task in ClickUp when a workflow started for deal in Hubspot
Upvote: 1
Create a list in ClickUp when a workflow started for deal in Hubspot
Upvote: 1
Update contact in HubSpot when a status of a task in ClickUp changes
Upvote: 1
Update a contact in Hubspot when a task updated in ClickUp
Upvote: 1

Explore HubSpot and Power BI integration features

You can easy create integration for HubSpot and Power BI using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Workflow started for contact in HubSpot

Trigger activates when you call custom action for contact from HubSpot automation workflow

Try trigger Trigger
Workflow started for deal in HubSpot

Trigger activates when you call custom action for deal from HubSpot automation workflow

Try trigger Trigger
Contact created in HubSpot

Trigger activates when new contact created.

Try trigger Trigger
Deal created in HubSpot

Trigger activates when new deal created.

Try trigger Trigger
Deal Stage changed in HubSpot

Trigger activates when Stage of Deal was changed in HubSpot

Try trigger Trigger
Export Report To PDF in Power BI

Exports Power BI Report as PDF file daily at selected time

Try trigger Trigger
Export report to PNG in Power BI

Exports selected Power BI report to one or multiple PNG images. Specific export schedule can be specified

Try trigger Trigger
Find or create company in HubSpot

Finds an existing company or creates new one if it wasn`t found. Search use domain, then name and phone to identify company

Try action Action
Update company in HubSpot

Updates an existing company

Try action Action
Get companies in HubSpot

Returns companies list

Try action Action
Get companies custom properties in HubSpot

Returns companies custom properties list

Try action Action
Add note to company in HubSpot

Allows to add note to existing company. Company can be selected by ID or name

Try action Action
Connect data source in Power BI

Allows to connect service data source connected with Onlizer BI to Microsoft Power BI

Try action Action
Export report to PDF in Power BI

Exports Power BI Report as PDF file

Try action Action
Get reports in Power BI

Returns basic information about reports in selected workspace

Try action Action
Get workspaces in Power BI

Returns workspaces list

Try action Action

FAQ

Connect HubSpot and Power BI in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for HubSpot and Power BI to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect HubSpot and Power BI accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for HubSpot to Power BI online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect HubSpot and Power BI seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Power BI when event occured in HubSpot or when data changed in Power BI to perform action in HubSpot. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like HubSpot and Power BI to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect HubSpot and Power BI with 300+ services like: