Connect HubSpot to Power BI

Sync HubSpot and Power BI with Windsor.ai to automatically import data from your CRM for deep analysis, querying, and simple visualization. With this integration, you will never have to worry about manually processing your data and get to extract data from HubSpot in less than five minutes.

Integrate HubSpot to Power BI

Why do I need HubSpot and Power BI integration?

Integrating HubSpot with Power BI helps centralize how you manage the data from this CRM and other data sources. Hubspot Power BI data integration will save the time it takes to manually process data, helping improve decision-making. Other key benefits are:

Comprehensive customer journey insights

HubSpot is a goldmine as this CRM is constantly collecting data from different sales, marketing, and customer service touchpoints. All this data needs to be processed fast, and by automating dataflows into Power BI, you get to speed up how this happens, allowing you to have comprehensive customer journey insights. Armed with these insights, you can identify areas that need improvement for the optimization of customer experiences.

Automated sales performance dashboards

Power BI enables you to automate reporting on key sales metrics such as deal stages, lead sources, pipeline velocity, and sales rep performance, using the data synchronized from HubSpot. By doing this, it allows you to have real-time visibility into your sales team’s performance and stay informed about important changes in your sales data.

Marketing campaign performance tracking

Power BI allows you to export data from HubSpot and create customized dashboards for tracking valuable campaign metrics such as click-through rates, engagement, conversion rates, and ROI. You can also make use of the attribution modeling capabilities of Power BI to better understand how different marketing touchpoints contribute to your overall performance.

Cross-channel reporting and analysis

Power BI can synchronize data from HubSpot and other platforms, allowing you to turn your data points into insights by combining multiple sources of data into one report. This enables you to understand your business performance better as you can view the performance of every channel individually and together with others using Power BI’s cross-report drillthrough feature. In turn, you will gain valuable sights on how one aspect of your business impacts the other, e.g., how your marketing, sales, and customer service activities impact operations and revenue.

Predictive analytics and forecasting

By integrating Hubspot with Power BI you can be able to better predict future CRM outcomes by uncovering patterns from your historical data. You will use Power BI’s predictive models with machine learning algorithms to identify patterns that were not apparent earlier. With these insights, you can then make better decisions on various aspects of your activities based on potential outcomes.

How to connect HubSpot to Power BI

1. Register

You need to select HubSpot as a Data Source and Grant Access to Windsor.ai.

HubSpot Connector

3. Select Destination
Choose Power BI as the destination.

power-BI-destination

4. Sync your Data
Select the fields on the right, and click on “Get data” from the WEB in Power BI.

Power Bi click on “Get data” from WEB

Then, copy the URL in the box below:
Power BI URL

Importing CSV Generated via HubSpot APIs

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:

1. Generate an API key

HubSpot Generate an API key

Scroll through the left sidebar menu and click on “Navigations,” and click on “API Key” in the drop-down menu.

Api key Hubspot 2

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.

Hubspot Api key 3

2. 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.

3. 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.

4. 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

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.
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.
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.

Importing CSV Generated via HubSpot UI

To download CSVs from HubSpot using a no-code approach, utilize the HubSpot user interface.

To retrieve contact details, initiate the process in HubSpot by navigating to Contacts. Then, click on the Export View drop-down button.

Choose Export and opt for CSV as the file format.

Once completed, HubSpot will dispatch an email to the registered account email address. This email should include a link to download the CSV file.

Subsequently, import the CSV file information into Power BI by selecting Get Data from the toolbar at the screen’s top. Choose the Text/CSV option to import the CSV file.

At this point, you should have access to all the CSV file data from HubSpot within Power BI.

Drawbacks of this method

Automation of this flow is highly restricted.
The Power BI import process remains manual. Despite Power BI’s capacity to import data through API, it lacks direct support for CSV file import. One workaround involves initially converting files to Excel and subsequently utilizing the import API.
Opportunities for executing transformations before uploading to Power BI are constrained.

FAQs

What is HubSpot?

HubSpot is a cloud-based customer relationship management (CRM) platform built to unify the marketing, sales, and customer service activities of an enterprise. It offers an extensive array of features for inbound marketing, sales automation, customer support, and CRM management. It also allows users to track business relationships, simplifying how enterprises attract new visitors, convert leads, and manage customer acquisitions and conversions.

Connect all your data to HubSpot

HubSpot Field Reference

HubSpot Templates

What is Power BI?

Power BI is a Microsoft business intelligence tool built to enable enterprises and agencies to convert their raw data into actionable insights. It features a comprehensive list of data connectors for ease in setting up dataflows and offers advanced and powerful data modeling capabilities through its collection of software and apps. It also provides a highly interactive data visualization interface to make it simpler to uncover powerful insights with a few clicks of a button.

Connect all your data to Power BI