Connect Hubspot to Power BI Desktop or Web in Minutes (Explained for Beginners)
You can connect HubSpot to Power BI in less than five minutes by using Windsor.ai. In your Windsor.ai account, select HubSpot as a data source and choose Power BI as a data destination. Then select the data feed you want to evaluate and load it in Power BI.
Many businesses choose HubSpot as their CRM tool. The easy-to-use platform has all the tools and integrations you need for marketing, sales, content management, and customer service. While HubSpot helps businesses manage their data better, it is limited in terms of reporting dashboards.
So, to get the most out of your data, it is best to connect HubSpot with a top reporting and data visualization tool like Microsoft Power BI. However, HubSpot does not support integration with Power BI natively. So, it is important to know a workaround to get your HubSpot data in Power BI.
In this article, we’ll show you how to connect HubSpot to Power BI using a HubSpot Power BI connector so you can turn your data into insights and get vivid dashboards for decision-making.
Table of content
Prerequisites for connecting HubSpot to Power BI
Connecting HubSpot with Power BI is easy and takes only a few minutes. But to do it, you’ll need:
- A HubSpot admin account
- Power BI Desktop or Web
- Some knowledge of databases and BI (Business Intelligence) tools
What is HubSpot?
HubSpot is a cloud-based CRM platform for scaling businesses. The software allows you to store and analyze data for inbound marketing, sales, and customer service.
HubSpot is an all in one comprehensive solution that combines the following:
1. Marketing hub/ software
HubSpot’s marketing features include lead generation, marketing automation, and analytics. It can help you grow traffic, improve conversion rate, and execute inbound marketing campaigns.
2. Sales hub/ Sales CRM software
HubSpot’s sales features include advanced CRM, meeting scheduling, and payments. You can use HubSpot to manage sales data and reports, start conversations with prospects, follow up on leads, and deepen relationships, automate administrative tasks, and close more deals faster.
3. Customer service hub/ software
HubSpot’s customer service helps you take control of customer relations. Its features include managing helpdesk tickets, customer feedback, and knowledgebase. You can use it to connect with customers and deepen relationships, manage feedback and improve customer experience, and expand your support team’s capacity.
4. Content Management Software (CMS)
HubSpot’s CMS features include website themes, a drag-and-drop editor, and SEO recommendations. You can use HubSpot to create and personalize web pages optimized for conversions, and create pages without a developer’s help. You can also use its CMS hub for analysis of your website to know how to use SEO to improve your site and know the campaign that drives the most leads.
5. Operations Software
HubSpot’s operation features include data sync, programmable automation, and data quality automation. You can use it to keep your apps and data in sync, adapt your business process to reduce customer friction, and curate data for analysis and reporting.
What is Power BI?
Power BI is an advanced visualization tool developed by Microsoft. As its name suggests, the tool focuses on business intelligence. Microsoft Power BI helps you turn your data into visually appealing and interactive insights to aid decision-making.
Data is the foundation of business decisions. But you need to sort and arrange data to find hidden insights. You also need to present the information so it is easy to read and understand for formulating strategies and taking business actions.
Microsoft BI connects to your data sources and systems and models the information to create reports (beautiful, easy-to-read interactive reports). The dynamic data visualizations help business analysts and decision makers make clear decisions.
Power BI can connect with both structured and unstructured data. The data may be an Excel spreadsheet, a cloud data warehouse, or an in-house hybrid data warehouse.
- Windows desktop application (called Power BI Desktop)
- SaaS service (called Power BI service)
- Power BI mobile apps for Windows, iOS, and Android devices
Why Connect HubSpot and Power BI
Connecting HubSpot and Power BI helps transform your data into stunning visuals to help you make sense of your data and make well-informed business decisions.
Some of the benefits of HubSpot Power BI integration include:
- Unify self-service and enterprise analytics. When you connect HubSpot to Power BI, you will meet both your self-service and enterprise data analytics needs on a single platform.
- Create helpful insights. The integration helps you connect, combine, and analyze your entire data estate and create deep insights which help you extract maximum value from your data.
- Find answers fast with industry-leading AI. Power BI integration into HubSpot helps you take advantage of Microsoft artificial intelligence. The AI will help you prepare data and build machine learning models to find insights quickly from different data types.
- Improve publishing efficiency. Power BI HubSpot integration makes content production easy. The simple visual cues in the deployment pipelines help you move content quickly from development to testing and production.
- Gives you unparalleled Excel interoperability. With the vast Excel capabilities of Power BI, when you connect HubSpot to Power BI, you can quickly gather, analyze, publish, and share Excel business data in different ways.
- Stream analytics in real-time. Microsoft Power BI HubSpot connection can help you make timely decisions as it allows you to monitor what’s happening in real-time, not only what happened in the past.
Hubspot Power BI integration
Power BI does not allow HubSpot interaction directly. However, with a connector in the middle, Power BI Hubspot integration is possible. One of the best Hubspot Power BI connectors is Windsor.ai.
The Windsor.ai Power BI HubSpot connector allows you to move your sales and accounting data from HubSpot to Power BI with just a few clicks.
Windsor.ai is a data integration tool that makes it easy to directly connect all your marketing data to marketing platforms or visualization tools. It offers integration to over 50 marketing data sources.
Steps to Connect HubSpot and Power BI
You can use Windsor.ai to connect HubSpot and Power BI in a few minutes by following these steps:
Scroll down the list on the left sidebar and select HubSpot as a data source. Then grant HubSpot access to Windsor.ai.
Click on the blue “Grant HubSpot Access” button. Then follow the prompts in the window that opens.
If you have more than one HubSpot account you want to link, follow the same process again (click on “Grant HubSpot Access,” choose the new account and continue).
Click “Select Destination”
Choose Power BI as a data destination
Select data feed for BI.
On the right sidebar, select the appropriate feeds you want to evaluate with Power BI. A set of standard fields are listed, but you can customize them according to your needs.
Step five: Go to Power BI and click “Get data” from Web/
Login to Power BI, and load data from the web. To do this, click on “Get Data,” and in the drop-down menu, choose “Web.”
This opens a URL field. Return to Windsor.ai, copy the API URL, and paste it into the URL field in Power BI.
The API URL then works as a data feed. Your data will appear in BI. You can then proceed to load and configure it.
Importing CSV Generated via HubSpot APIs
Microsoft Power BI does not support a direct connection with HubSpot. However, Power BI allows importing data in various formats, while HubSpot supports exporting data through its user interface.
Thus, you can get data from HubSpot to Microsoft Power BI by extracting the data from one of HubSpot’s APIs and loading it in Power BI using CSV file import.
To import CSV generated via Hubspot APIs, follow these steps:
Step one: Generate an API key
Log in to your HubSpot account. In the main navigation bar, click the settings icon.
Scroll through the left sidebar menu and click on “Navigations,” and click on “API Key” in the drop-down menu.
If it is your first time generating an API Key, click “Generate API Key,” but if you have generated a key before, click “Show” to display it.
After your API key is displayed, click “Copy” to copy it. You will use the key to fetch data.
Step two: Fetch contact details from HubSpot.
Browse the list of available APIs, and choose the Contact API. Then use the API’s “Get All Contacts” endpoint for retrieving the specific information you want from your HubSpot database.
The API gives you access to the customer details in your HubSpot account. However, the API is paginated and has a limit of 100 items. So, if your contact list has more than 100 items, you’ll need to use the vid-offset command to fetch the remaining items.
Make every HubSpot API calls under the https://api.hubapi.com root domain. All responses return standard JSON files.
Step three: Extract the data from the JSON file and convert it to a CSV file.
You’ll need to use the command-line utility called ‘jq’ to extract the data you want from the JSON file.
Step four: Import the CSV file to Power BI.
Go to Microsoft Power BI. Click on the “Get Data” menu, and select “Text/CSV” to import the CSV file.
Drawbacks of this method
With the CSV file import feature, you can use HubSpot APIs to extract data and load it to Power BI. However, getting your data from HubSpot to Power BI through this process is tedious.
The drawbacks of the Power BI CSV file import method include:
1. It is manual.
The CSV file import is a manual method that includes using a curl command to fetch data from HubSpot and another command to convert the JSON file returned to a CSV file. If you are not a developer, you may find these processes challenging.
2. It requires knowledge of HubSpot’s contact APIs.
The CSV file import method starts with generating an API key and using contact APIs. Since HubSpot has many APIs, you’ll need to be familiar with many APIs to use this method.
3. It may require additional steps to be even longer.
While the manual method is already relatively long, it may require additional steps to handle HubSpot’s limits. For example, you’ll need to implement an additional command to handle pagination limits.
How the manual method compares to using Windsor.ai
Some of the advantages that using Windsor to implement HubSpot Power BI integration has over the manual method include
- Using Windsor.ai is automated. Unlike the manual method, implementing HubSpot Power BI integration using Windsor.ai does not require writing codes.
- Using Windsor.ai is simple. The process is simple and intuitive and requires only five (5) steps.
- Using Windsor.ai is fast. With the Windsor.ai “connector,” you can integrate Microsoft Power BI and HubSpot in less than five minutes.
- Real-time monitoring. While the manual method allows for analysis of only data your retrieve from HubSpot, the Windsor.ai connection allows live feed HubSpot to Power BI. So, you get to monitor your business activities in real-time.
- Windsor.ai is safe. Your company’s data is safe when using the data integration tool to connect HubSpot and Power BI. Windsor.ai uses two-factor authentication, so even after successfully logging in, it’ll require email verification when connecting an account.
Here are the most commonly asked questions about connecting HubSpot and Power BI.
Can Power Bi connect to HubSpot?
Power BI does not support integration with HubSpot natively. So, you need a workaround to get your HubSpot data to Power BI.
HubSpot does not even support exporting contact data to a CSV file via API. So, the workaround involves retrieving a JSON file of contact data from the Contacts API, converting it to a CSV file, and importing the CSV file to Power BI.
However, a simpler way to get your HubSpot data into Power BI is to use a HubSpot Power BI connector like Windsor.ai.
Connecting HubSpot to Power BI helps you get the best out of your data by giving you vivid dashboards that make decision-making easy.
Because Power BI does not support HubSpot integration, a tedious workaround is used, and it involves manually retrieving data from the Contacts API in HubSpot, turning it into a CSV file, and importing the file to Power BI.
However, thanks to Windsor.ai, an easier and faster “connection” between HubSpot and Microsoft Power BI is now possible. You connect your HubSpot data to Windsor.ai and then integrate it with the dynamic data visualization tool Power BI.
Enhance your HubSpot reporting today. Connect your HubSpot databases to an advanced data visualization tool. Sign up to Windsor.ai today.
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