Agile CRM and Microsoft Power BI Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Visualize Agile CRM sales data in Microsoft Power BI for better insights. Latenode's visual editor and affordable pricing make complex reporting workflows easier to build, customize with JavaScript, and scale without breaking the bank.

Agile CRM + Microsoft Power BI integration

Connect Agile CRM and Microsoft Power BI in minutes with Latenode.

Start for free

Automate your workflow

Swap Apps

Agile CRM

Microsoft Power BI

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Agile CRM and Microsoft Power BI

Create a New Scenario to Connect Agile CRM and Microsoft Power BI

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Agile CRM or Microsoft Power BI, and select the appropriate trigger to start the scenario.

Add the Agile CRM Node

Select the Agile CRM node from the app selection panel on the right.

+
1

Agile CRM

Configure the Agile CRM

Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Agile CRM

Node type

#1 Agile CRM

/

Name

Untitled

Connection *

Select

Map

Connect Agile CRM

Sign In
⏡

Run node once

Add the Microsoft Power BI Node

Next, click the plus (+) icon on the Agile CRM node, select Microsoft Power BI from the list of available apps, and choose the action you need from the list of nodes within Microsoft Power BI.

1

Agile CRM

βš™

+
2

Microsoft Power BI

Authenticate Microsoft Power BI

Now, click the Microsoft Power BI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Power BI settings. Authentication allows you to use Microsoft Power BI through Latenode.

1

Agile CRM

βš™

+
2

Microsoft Power BI

Node type

#2 Microsoft Power BI

/

Name

Untitled

Connection *

Select

Map

Connect Microsoft Power BI

Sign In
⏡

Run node once

Configure the Agile CRM and Microsoft Power BI Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Agile CRM

βš™

+
2

Microsoft Power BI

Node type

#2 Microsoft Power BI

/

Name

Untitled

Connection *

Select

Map

Connect Microsoft Power BI

Microsoft Power BI Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the Agile CRM and Microsoft Power BI Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

Microsoft Power BI

1

Trigger on Webhook

βš™

2

Agile CRM

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring Agile CRM, Microsoft Power BI, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the Agile CRM and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Agile CRM and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Agile CRM and Microsoft Power BI

Agile CRM + Google Sheets + Microsoft Power BI: When a deal milestone changes in Agile CRM, the deal data is added as a new row to a Google Sheet. Microsoft Power BI then uses this data to update its sales dashboards, visualizing the latest sales trends.

Microsoft Power BI + Agile CRM + Slack: When Microsoft Power BI detects a drop in sales based on its datasets, it retrieves contact information from Agile CRM and sends a message to a Slack channel, notifying the sales team about the sales dip and providing relevant customer data.

Agile CRM and Microsoft Power BI integration alternatives

About Agile CRM

Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β€” all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.

About Microsoft Power BI

Use Power BI in Latenode to automate report generation and data analysis. Trigger report refreshes based on real-time events, then use Latenode to share insights across your team via Slack, email, or other apps. Automate your analytics pipeline and react faster, without manual Power BI updates. Latenode adds scheduling and distribution.

See how Latenode works

FAQ Agile CRM and Microsoft Power BI

How can I connect my Agile CRM account to Microsoft Power BI using Latenode?

To connect your Agile CRM account to Microsoft Power BI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Agile CRM and click on "Connect".
  • Authenticate your Agile CRM and Microsoft Power BI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I visualize Agile CRM deal data in Power BI?

Yes, you can! Latenode lets you easily transfer deal data from Agile CRM to Microsoft Power BI for comprehensive visualizations and reporting, unlocking deeper sales insights.

What types of tasks can I perform by integrating Agile CRM with Microsoft Power BI?

Integrating Agile CRM with Microsoft Power BI allows you to perform various tasks, including:

  • Automatically updating Power BI dashboards with new Agile CRM contact data.
  • Generating reports on deal conversion rates using Agile CRM data in Power BI.
  • Tracking marketing campaign performance by combining data from both platforms.
  • Creating custom visualizations of sales pipelines based on Agile CRM deal stages.
  • Monitoring customer engagement metrics from Agile CRM within Power BI reports.

HowsecureistheAgileCRMintegrationonLatenode?

Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Agile CRM data during integration.

Are there any limitations to the Agile CRM and Microsoft Power BI integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration from Agile CRM may require custom configuration.
  • Complex data transformations might require JavaScript knowledge.
  • Real-time data updates are subject to API rate limits of both services.

Try now