Hubspot
Azure SQL Server
Power BI
The HubSpot Power BI Connector is an effective solution that allows companies to effortlessly connect their HubSpot data with business intelligence (BI) tools.
Leverage the capabilities of our HubSpot Power BI Connector to convert customer data into practical insights, enabling more informed decisions and boosting business growth.
Learn more about our connector below:
We offer a no-code solution that extracts data from the HubSpot API and stores it in an Azure SQL Server database. This setup allows effortless integration with Power BI through its native Azure SQL connector. The integration ensures high reliability for large-scale datasets and provides clients with the flexibility to apply advanced security controls within Azure.
Install
Find the HubSpot connector in our client portal and select “Install”. This will automatically create all required tables in your selected database. Your HubSpot data will be seamlessly loaded into them.
Connect new company
Log in to your HubSpot account and select the company or companies you want to connect.
Wait for the data to sync
The initial database refresh may take a few hours as it loads all historical data. Future refreshes will complete in just a few minutes. You can track the progress in the Refresh Status tab.
Install our free HubSpot Power BI template
Download our free HubSpot Power BI template to start visualising your data in Power BI in just five minutes. You can easily modify the PBIX file at any time you need.
Our HubSpot Power BI connector gathers data in a convenient format, which can save you countless hours in data integration work. You will receive tables such as:
Additional customisations are available upon request.
$1200 per year
14 days free trial
Unlimited number of HubSpot accounts
Unlimited Customer Support
Challenge
Professional Services
Agency teams rely on HubSpot for client management but lack visibility into project pipelines, revenue forecasts, and lead sources.
Solution
With our HubSpot Power BI Connector, the firm analyzed client acquisition costs, project profitability, and pipeline conversion rates in one dashboard.
Challenge
Financial Services
Financial advisors track leads, clients, and campaigns in HubSpot, but lack unified analytics for regular reporting and performance tracking.
Solution
Integrating HubSpot data into Power BI provides complete visibility into client pipelines, advisor performance, and marketing attribution. This helps firms to optimise growth strategies.
Challenge
Healthcare & Wellness Industry
Healthcare providers use HubSpot to manage patient inquiries and marketing outreach but struggle to assess campaign effectiveness and patient engagement.
Solution
Our Power BI HubSpot connector centralises contact, form, and email data in Power BI, allowing healthcare organisations to monitor campaign success and engagement rates in one place.
The team at Vidi has been great to work with! Super responsive to my numerous questions, and even going so far as to help me learn and make small changeson my own.
Chris Ginsbach
Great service and tools worked exactly as expected
Michael Khoury
Great group to work with, understood my needs and helped me design a solution that works
Michael Russell
