HubSpot Diamond Solutions Partner
HubSpot & Power BI Integration: Visualize Your Entire GTM Funnel
Connect HubSpot's CRM platform with Microsoft Power BI to build a world-class business intelligence engine. Go beyond standard dashboards to create a single source of truth for your GTM performance and drive data-driven growth.
Get Your Free HubSpot Consultation!
Schedule a discovery call with our integration experts to see how a seamless connection between HubSpot and Power BI can provide the deep, cross-functional insights you need to drive predictable growth.
Power Your Analytics with a Live HubSpot Data Source
Eliminate the need for manual CSV exports and unreliable data pulls. Our integration provides your BI and analytics teams with a direct, automated connection to your HubSpot data, allowing them to build the sophisticated, cross-functional reports your business needs to make strategic decisions.
Unified Business Intelligence: Blend HubSpot marketing, sales, and service data with other key data sources (e.g., finance, operations, product) in Power BI.
Advanced Sales Analytics: Develop complex sales forecasting models, analyze pipeline health, and track rep performance with interactive dashboards.
Granular Marketing Attribution: Create multi-touch attribution models that connect HubSpot campaign engagement and spend to actual revenue.
Comprehensive Service Reporting: Analyze HubSpot ticket volume, resolution times, and customer satisfaction data to identify trends and improve support efficiency.
Eliminate the need for manual CSV exports and unreliable data pulls. Our integration provides your BI and analytics teams with a direct, automated connection to your HubSpot data, allowing them to build the sophisticated, cross-functional reports your business needs to make strategic decisions.
Democratize Data for Your Go-to-Market Teams
Empower your sales, marketing, and service leaders with access to clear, interactive visualizations of their performance. By surfacing HubSpot data in Power BI, you can create and distribute role-specific dashboards that provide deeper insights than native reporting, enabling every team to track their KPIs and make smarter decisions.
Go Beyond Native Reporting: Build complex reports and visualizations in Power BI using custom calculations and DAX measures that aren't possible in HubSpot.
Empower Revenue Leadership: Provide VPs of Sales and Marketing with a unified view of the entire funnel, from lead acquisition to customer lifetime value.
Visualize Team Performance: Create detailed leaderboards, activity reports, and goal-tracking dashboards for individual teams and reps.
Establish a Single Source of Truth: Centralize all your GTM metrics in Power BI to ensure complete alignment and trust in your data across the organization.
Empower your sales, marketing, and service leaders with access to clear, interactive visualizations of their performance. By surfacing HubSpot data in Power BI, you can create and distribute role-specific dashboards that provide deeper insights than native reporting, enabling every team to track their KPIs and make smarter decisions.
A Flexible Sync Architecture That Molds to Your Business
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard data connectors are often limited to default objects and fields, leaving critical business context behind. Our custom integration is engineered to extract all the data you need including custom objects and map it perfectly to your data model, ensuring your Power BI reports are built on a complete and accurate foundation.
- Optimized Uni-Directional Sync: A clean, high-performance one-way data flow from HubSpot to your Power BI data model ensures data integrity.
- Scheduled Data Refreshes: Configure the data refresh schedule (e.g., hourly, daily) to meet your specific reporting needs and balance performance with data freshness.
- Custom Object & Field Extraction: Pull data from any standard or custom object and property in HubSpot, ensuring your unique business metrics are never left behind.
- High-Volume Data Handling: Our architecture is built to reliably extract and sync large volumes of CRM data for enterprise-level reporting without hitting API throttling limits.
Comprehensive Object & Field Mapping
We ensure your analytics are built on a complete dataset by extracting all relevant objects for use as data sources in Power BI.
HubSpot
Power BI
- Contacts & Companies
- Deals & Deal Pipeline Stages
- Tickets & Service Data
- Marketing Campaigns & Events
- Custom Objects
- Customer & Account Analytics
- Sales Pipeline & Revenue Forecasting
- Customer Support KPIs & SLAs
- Campaign ROI & Funnel Analysis
- Business-Specific Reporting
- Contacts & Companies Customer & Account Analytics
- Deals & Deal Pipeline Stages Sales Pipeline & Revenue Forecasting
- Tickets & Service Data Customer Support KPIs & SLAs
- Marketing Campaigns & Events Campaign ROI & Funnel Analysis
- Custom Objects Business-Specific Reporting
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and 'messy data' that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.
The Expert You Call
We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.
Trusted by High-Growth Companies
See why leaders at scaling companies partner with Integrate IQ's experts.
Frequently Asked Questions
HubSpot reports are great for daily operational insights within the platform. This integration unlocks true business intelligence by allowing you to blend HubSpot data with other critical data sources (like your ERP, financial software, or data warehouse) in Power BI. It also enables far more complex calculations, modeling, and visualization types.
Yes. Unlike many standard connectors that only handle default objects, our custom solution is specifically designed to identify and extract data from any custom objects and fields you use in HubSpot, ensuring your unique business data is included in your analysis.
We configure the data refresh frequency to match your business requirements. For strategic leadership dashboards, a daily refresh is often sufficient. For more tactical, operational reports used by front-line managers, we can set up an hourly or more frequent refresh schedule.
Absolutely. This is a perfect use case. By pulling in deal data from HubSpot and quota/employee data from your HR system, you can join the datasets in Power BI to create a comprehensive performance dashboard that would be impossible to build in either system alone.
