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Combine Microsoft Power BI dashboards with HubSpot CRM data in Latenode to get a 360° view of sales performance. Scale your reporting with advanced JavaScript functions, and save with execution-based pricing.
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Create a New Scenario to Connect Microsoft Power BI and HubSpot
In the workspace, click the “Create 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 Microsoft Power BI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Power BI or HubSpot will be your first step. To do this, click "Choose an app," find Microsoft Power BI or HubSpot, and select the appropriate trigger to start the scenario.
Add the Microsoft Power BI Node
Select the Microsoft Power BI node from the app selection panel on the right.
Microsoft Power BI
Configure the Microsoft Power BI
Click on the Microsoft Power BI node to configure it. You can modify the Microsoft Power BI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the HubSpot Node
Next, click the plus (+) icon on the Microsoft Power BI node, select HubSpot from the list of available apps, and choose the action you need from the list of nodes within HubSpot.
Microsoft Power BI
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HubSpot
Authenticate HubSpot
Now, click the HubSpot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HubSpot settings. Authentication allows you to use HubSpot through Latenode.
Configure the Microsoft Power BI and HubSpot 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 Microsoft Power BI and HubSpot 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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HubSpot
Trigger on Webhook
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Microsoft Power BI
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft Power BI, HubSpot, 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 “Run once” and triggering an event to check if the Microsoft Power BI and HubSpot integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and HubSpot (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
HubSpot + Microsoft Power BI + Slack: When a new contact is created in HubSpot, check if they belong to a specific campaign. If the Power BI report shows a spike in leads from that campaign, send a message to a Slack channel to alert the sales team.
HubSpot + Google Sheets + Microsoft Power BI: When a contact is updated or created in HubSpot, add or update their information in a Google Sheet. Use Power BI to generate custom reports from the archived data in Google Sheets.
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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About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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How can I connect my Microsoft Power BI account to HubSpot using Latenode?
To connect your Microsoft Power BI account to HubSpot on Latenode, follow these steps:
Can I automatically update Power BI dashboards with new HubSpot data?
Yes, you can! Latenode allows real-time data syncing, ensuring your Power BI dashboards always reflect the latest HubSpot data. Get faster insights with automated, up-to-date information.
What types of tasks can I perform by integrating Microsoft Power BI with HubSpot?
Integrating Microsoft Power BI with HubSpot allows you to perform various tasks, including:
How do I handle large datasets when transferring data from HubSpot to Power BI?
Latenode handles large datasets efficiently, using optimized data transfer and processing. You can scale your workflows without performance bottlenecks.
Are there any limitations to the Microsoft Power BI and HubSpot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: