Microsoft Power BI and Kommo Integration

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Visualize Kommo sales data in Microsoft Power BI for smarter decisions. Latenode’s visual editor simplifies connecting these apps. Use JavaScript for advanced insights. Scale affordably, paying only for execution time.

Microsoft Power BI + Kommo integration

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Microsoft Power BI

Kommo

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Power BI and Kommo

Create a New Scenario to Connect Microsoft Power BI and Kommo

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 Kommo will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Kommo, 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.

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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.

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Run node once

Add the Kommo Node

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

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Authenticate Kommo

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

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Configure the Microsoft Power BI and Kommo 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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Run node once

Set Up the Microsoft Power BI and Kommo 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 Microsoft Power BI, Kommo, 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 Kommo integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and Kommo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Power BI and Kommo

Kommo + Microsoft Excel + Microsoft Power BI: When a new lead is created in Kommo, its data is added as a new row in a Microsoft Excel table. Microsoft Power BI then uses this data to update its sales pipeline reports.

Kommo + Microsoft Power BI + Slack: When Power BI detects a drop in deal conversion rates based on Kommo data, a message is sent to a Slack channel to alert sales managers.

Microsoft Power BI and Kommo integration alternatives

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.

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.

See how Latenode works

FAQ Microsoft Power BI and Kommo

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

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

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

Can I automatically update Power BI dashboards with new Kommo leads?

Yes, you can! Latenode enables real-time data synchronization using visual workflows, ensuring your dashboards always reflect the latest Kommo lead information. Benefit from faster insights and improved decision-making.

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

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

  • Creating reports on deal progress directly from Kommo data.
  • Visualizing sales team performance metrics in real time.
  • Tracking customer engagement across marketing channels.
  • Generating custom dashboards for lead source analysis.
  • Automating report generation with no-code tools or JavaScript.

How secure is the Microsoft Power BI + Kommo data transfer?

Latenode employs enterprise-grade encryption and secure authentication protocols to protect your data during transfer between Microsoft Power BI and Kommo, ensuring compliance and peace of mind.

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

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

  • Complex data transformations may require custom JavaScript code.
  • Large datasets can impact workflow execution time.
  • API rate limits from Microsoft Power BI or Kommo may affect sync frequency.

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