Kommo and Microsoft Power BI Integration

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Kommo + Microsoft Power BI integration

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Automate your workflow

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Kommo

Microsoft Power BI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Kommo and Microsoft Power BI

Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Kommo or Microsoft Power BI, and select the appropriate trigger to start the scenario.

Add the Kommo Node

Select the Kommo node from the app selection panel on the right.

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Configure the Kommo

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

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Run node once

Add the Microsoft Power BI Node

Next, click the plus (+) icon on the Kommo 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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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.

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Configure the Kommo 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.

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Set Up the Kommo 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.
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Save and Activate the Scenario

After configuring Kommo, 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 Kommo and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Microsoft Power BI

Kommo + Microsoft Power BI + Google Sheets: When a new lead is created in Kommo, Power BI generates a sales report. The summarized sales data from Power BI is then saved to a Google Sheets spreadsheet.

Microsoft Power BI + Kommo + Slack: On a schedule (simulated by new lead in Kommo), Power BI generates a sales performance report using data from Kommo. This report is then sent to a designated Slack channel.

Kommo and Microsoft Power BI integration alternatives

About Kommo

Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.

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 Kommo and Microsoft Power BI

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

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

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

Can I visualize Kommo sales data in Power BI?

Yes, easily! Latenode lets you automate data transfers from Kommo to Microsoft Power BI for rich, real-time sales dashboards. Gain deeper insights with zero code or custom logic.

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

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

  • Automatically updating Power BI dashboards with new Kommo deal stages.
  • Creating reports on Kommo lead sources and conversion rates.
  • Tracking Kommo sales performance against targets in Power BI.
  • Generating custom visualizations of Kommo data for presentations.
  • Combining Kommo data with other business metrics in Power BI.

How secure is Kommo data transfer on Latenode?

Latenode uses advanced encryption to protect your Kommo and Microsoft Power BI data during transfer. We adhere to strict security standards.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Historical data import from Kommo might require batch processing.
  • Power BI API rate limits can affect the frequency of data updates.

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