HubSpot + Microsoft Power BI Integration — Marketing Reporting & ROI Analytics
IT Partner’s HubSpot + Microsoft Power BI Integration connects HubSpot data to Microsoft Power BI so marketing teams, marketing operations, growth leaders, executives, and agencies can automate reporting, visualize marketing KPIs, track ROI, and analyze HubSpot objects such as contacts, companies, deals, campaigns, and custom objects in Power BI.
What this engagement is
This service connects HubSpot with Microsoft Power BI through API-based integration so teams can reduce manual HubSpot exports and build Power BI reporting around marketing performance, lead conversion, customer engagement, campaigns, channels, and revenue attribution. The integration uses HubSpot REST API, Power Query, OAuth 2.0 authentication, Power BI data modeling, dashboards, DAX measures, row-level security via Azure AD, and scheduled or near real-time refresh options depending on the scoped solution. Service details: SKU: ITPWW105DEVOT; billing: Hourly / time-and-materials, scoped per project; duration: Duration varies by project; manager: Roman Sotnik. Final hourly/T&M pricing and timeline are customized after scoping. Contact options listed in the source are +1-855-700-0365, sales@o365hq.com, Request a Consultation at https://forms.office.com/r/atB1RqFeK6, and Message via Teams at https://teams.microsoft.com/l/chat/0/0?users=mym@itpartner365.com.
Success criteria
What you receive
How the work unfolds
Authenticate with the HubSpot API using OAuth 2.0.
Extract data via Power Query for Contacts, Companies, Deals, Campaigns, and Custom Objects.
Transform and model data with Power BI's Common Data Model (CDM).
Build interactive reports with drill-through and cross-filtering capabilities.
Configure scheduled refreshes hourly/daily via Power BI Gateway or near real-time refreshes with Power BI push datasets and Azure Logic Apps.
Prerequisites
Who does what
IT Partner
- Connect Power BI with HubSpot.
- Configure secure HubSpot API authentication using OAuth 2.0.
- Extract HubSpot data via Power Query for Contacts, Companies, Deals, Campaigns, and Custom Objects.
- Transform and model data with Power BI's Common Data Model (CDM).
- Build interactive reports with drill-through and cross-filtering capabilities.
- Configure automated refreshes: scheduled hourly/daily via Power BI Gateway or near real-time with Power BI push datasets and Azure Logic Apps.
- Enable pre-built marketing dashboards for campaigns, contacts, companies, and deals.
- Create custom DAX measures for advanced analytics such as customer acquisition cost (CAC) and lifetime value (LTV).
- Configure row-level security (RLS) via Azure AD to control marketing data access.
- Configure multi-object relationships to analyze connected data across Contacts, Companies, and Deals.
- Provide end-to-end support from scoping to training and ongoing optimization as included in the scoped engagement.
- Confirm the final technical design, data mapping, refresh pattern, and implementation sequence with the client during scoping.
- Validate the integration in the agreed Power BI workspace and support client testing for the scoped reports, security rules, and refresh process.
- Provide basic handoff guidance for client administrators or report owners on maintaining credentials, refresh schedules, and report access.
Your team
- Provide authorized HubSpot administrator access or coordinate with a HubSpot administrator to approve OAuth/API access for the scoped objects.
- Provide or confirm required Power BI licensing, workspace access, gateway availability if needed, and Power BI tenant settings required for refresh and sharing.
- Provide Azure AD or Microsoft Entra ID groups, user lists, and business rules required for row-level security and report access.
- Confirm the HubSpot objects, fields, pipelines, lifecycle stages, campaign structures, and KPI definitions that should be included in the Power BI model.
- Provide sample reports, existing HubSpot dashboards, spreadsheet exports, or attribution logic when these are needed to reproduce existing business reporting.
- Participate in design review, data validation, user acceptance testing, and signoff within the agreed project schedule.
- Maintain HubSpot data quality, licensing, API permissions, and ongoing ownership of business definitions after handoff unless managed support is separately agreed.
- Notify IT Partner of any HubSpot schema changes, field renames, pipeline changes, or security changes that may affect the Power BI model or refresh process.
What's not included
Limitations & technical notes
Frequently asked questions
What does IT Partner’s HubSpot + Microsoft Power BI Integration do?
IT Partner’s HubSpot + Microsoft Power BI Integration connects HubSpot data to Microsoft Power BI through an API-based integration. It helps marketing teams, marketing operations, growth leaders, executives, and agencies automate reporting, visualize marketing KPIs, track ROI, and analyze HubSpot data such as contacts, companies, deals, campaigns, and custom objects in Power BI.
Which HubSpot objects can be connected to Power BI?
The service includes Power Query data extraction from HubSpot for Contacts, Companies, Deals, Campaigns, and Custom Objects. It can also model multi-object relationships so teams can analyze connected data across Contacts, Companies, and Deals.
What is included in the HubSpot to Power BI integration service?
The service includes a HubSpot-to-Power BI API connection using OAuth 2.0, Power Query extraction, Power BI data transformation and modeling, pre-built marketing dashboards, interactive reports, custom DAX measures, row-level security via Azure AD, and automated refresh configuration. The exact number of dashboards, reports, datasets, or measures is not stated and should be confirmed during scoping.
Does the integration write data from Power BI back to HubSpot?
No. The integration is read-only, so Power BI can report on HubSpot data but does not write changes back into HubSpot.
What Power BI reports and dashboards are included?
The service includes pre-built marketing dashboards for campaigns, contacts, companies, and deals. Reports can include drill-through and cross-filtering capabilities, and they are designed to visualize marketing KPIs such as campaign performance, lead conversion rates, customer engagement, and ROI.
Can the solution track marketing ROI and revenue attribution?
Yes. The integration is designed to support marketing ROI tracking for campaigns, channels, and revenue attribution by bringing HubSpot data into Power BI and modeling it for analysis.
Can IT Partner create custom Power BI metrics for HubSpot data?
Yes. The service includes custom DAX measures for advanced analytics, including examples such as customer acquisition cost (CAC) and lifetime value (LTV). The specific measures to be built should be defined during scoping.
How often can HubSpot data refresh in Power BI?
The service supports automated refresh configuration, with scheduled hourly or daily refreshes via Power BI Gateway or near real-time refreshes using Power BI push datasets and Azure Logic Apps. The actual refresh design depends on the scoped solution, HubSpot API limits, licensing, and technical requirements.
Is HubSpot authentication handled securely?
Yes. IT Partner configures secure authentication with the HubSpot API using OAuth 2.0, which is part of the stated implementation plan and deliverables.
How is access to marketing data controlled in Power BI?
The service includes row-level security (RLS) configuration via Azure AD to control marketing data access. This helps restrict what users can see in Power BI reports based on defined security rules and permissions.
What are the prerequisites for this service?
Prerequisites include HubSpot API access, with Professional Edition or higher recommended, Power BI Pro for scheduled reports or Power BI Premium for advanced analytics, and Azure AD for secure authentication and permissions management. Exact licensing needs should be confirmed during scoping because complex models or advanced refresh requirements may affect the target architecture.
Do we need Power BI Premium for this integration?
Not always. Power BI Pro is listed for scheduled reports, while Power BI Premium is recommended for advanced analytics or complex data models that may require premium capacity.
What happens during the implementation engagement?
IT Partner authenticates securely with the HubSpot API, extracts HubSpot data via Power Query, transforms and models the data in Power BI, builds interactive reports, and configures automated refreshes. The implementation plan specifically includes OAuth 2.0 authentication, extraction for key HubSpot objects, Common Data Model-based Power BI modeling, drill-through and cross-filtering reports, and scheduled or near real-time refresh configuration.
How long does the HubSpot + Power BI integration take?
The service duration varies by project. IT Partner customizes the final timeline after scoping because timing depends on the HubSpot objects, reporting requirements, data volume, refresh approach, security model, and dashboard complexity.
How is pricing determined for the service?
This service is billed hourly on a time-and-materials basis. Final pricing is scoped per project because the required effort can vary by required HubSpot objects, number and complexity of reports, refresh method, security configuration, and data modeling requirements.
Will the integration cause downtime in HubSpot or Power BI?
The service is designed as a read-only reporting integration, so it should not require writing changes into HubSpot. Any business impact depends on the agreed implementation approach, API usage, refresh schedule, and Power BI workspace configuration, so downtime or change windows should be confirmed with IT Partner during scoping.
What limitations should we know about before starting?
The integration is read-only, HubSpot API call limits apply and vary by HubSpot tier and endpoint, complex data models may require Power BI Premium capacity, and large historical datasets may require special handling. These constraints should be reviewed during scoping so the refresh design, model size, and reporting requirements are realistic.
Can the service handle historical HubSpot data?
The service can extract HubSpot data through the API, but historical data may require special handling for large datasets. The amount of history, object volume, and API limits should be assessed during scoping before confirming the final approach.
What is IT Partner responsible for in this service?
IT Partner is responsible for connecting Power BI with HubSpot, configuring OAuth 2.0 authentication, extracting data through Power Query, modeling data in Power BI, building interactive reports, configuring refreshes, enabling dashboards, creating DAX measures, setting up Azure AD-based RLS, and supporting the engagement from scoping to training and ongoing optimization as included in the scoped engagement. Specific deliverable quantities and handoff details should be confirmed during scoping.
What does the client need to provide for the project?
The source prerequisites identify the need for HubSpot API access, suitable Power BI licensing, and Azure AD for authentication and permissions management. Specific client responsibilities, such as who provides access, approves security rules, validates reports, or signs off on deliverables, are not formally stated and should be confirmed with IT Partner during scoping.