📊 Connect HubSpot with Microsoft Power BI #

Automate marketing reporting and unlock real-time campaign insights. #

Manual data exports from HubSpot delay decision-making and obscure critical marketing trends.

With IT Partner's HubSpot + Power BI Integration, your team can:

• Sync HubSpot data automatically to Power BI via API
• Visualize real-time marketing KPIs like campaign performance, lead conversion rates, and customer engagement
• Track marketing ROI with unified dashboards for campaigns, channels, and revenue attribution
• Forecast accurately using AI-driven Power BI models fed by live HubSpot data

🔗 What This Integration Does #

We connect Power BI with HubSpot to enable:

• Hourly or real-time data refreshes using HubSpot REST API and Power Query
• Pre-built marketing dashboards for campaigns, contacts, companies, and deals
• Custom DAX measures for advanced analytics like customer acquisition cost (CAC) and lifetime value (LTV)
• Row-level security (RLS) via Azure AD to control marketing data access
• OAuth 2.0 authentication for secure API connections
• Multi-object relationships to analyze connected data across Contacts, Companies, and Deals

💡 Why It Matters #

Without integration:

• Marketing teams rely on static HubSpot reports with limited cross-object insights
• Leadership lacks real-time visibility into campaign performance and ROI
• Teams can't measure marketing impact on revenue and growth effectively

With integration:

• ✅ Live marketing dashboards updated hourly or via streaming datasets
• ✅ 360° customer journey views combining HubSpot data with other sources
• ✅ AI-powered forecasts using Power BI's integration with Azure Machine Learning
• ✅ Unified reporting across all marketing channels and campaigns

🚀 Key Benefits #

• Eliminate manual reporting – Automate HubSpot data pulls for campaigns, contacts, and performance metrics
• Optimize marketing spend – Visualize channel performance and ROI in real-time
• Secure sensitive data using Azure AD and Power BI Row-Level Security
• Scale with Power BI Premium to handle large datasets and complex marketing analytics
• Measure campaign effectiveness by connecting marketing activities to revenue generation

⚙️ How It Works #

1. Authenticate securely with HubSpot API using OAuth 2.0
2. Extract data via Power Query (Contacts, Companies, Deals, Campaigns, Custom Objects)
3. Transform and model data with Power BI's Common Data Model (CDM)
4. Build interactive reports with drill-through and cross-filtering capabilities
5. Automate refreshes:
   • Scheduled (hourly/daily) via Power BI Gateway
   • Near real-time with Power BI push datasets and Azure Logic Apps

Requirements:

• HubSpot API access (Professional Edition or higher recommended)
• Power BI Pro for scheduled reports or Premium for advanced analytics
• Azure AD for secure authentication and permissions management

⚠️ Limitations:

• Read-only – Power BI cannot write back to HubSpot
• API call limits apply (varies by HubSpot tier and endpoint)
• Complex data models may require Power BI Premium capacity
• Historical data may require special handling for large datasets

🎯 Who's This For? #

• Marketing teams needing real-time campaign performance visibility
• Marketing operations managing data hygiene and performance reporting
• Growth leaders measuring marketing attribution and ROI
• Executives tracking marketing performance against business targets
• Agencies managing multiple client accounts and reporting needs

🏆 Why Choose IT Partner LLC #

• HubSpot + Microsoft certified integration specialists
• Pre-built accelerator templates for common marketing KPIs and metrics
• End-to-end support from scoping to training and ongoing optimization
• Proven methodology for handling complex marketing data and analytics
• Marketing technology experts with deep understanding of marketing workflows

💬 What's Next? #

Transform your HubSpot data into actionable marketing intelligence with Power BI.

• ☎️ +1-855-700-0365
• ✉️ sales@o365hq.com
• 📅 Request a Consultation
• ➡️ Message via Teams

Transform your marketing analytics with powerful HubSpot and Power BI integration.