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Create a New Scenario to Connect Agile CRM and Microsoft Power BI
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
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.
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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.
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.
Set Up the Agile CRM and Microsoft Power BI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft Power BI
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Microsoft Power BI, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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.
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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.
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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:
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:
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: