Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
HubSpot free CRM solution, with detailed reports on sales activity, productivity, and individual performance, you can track your team toward quota and all the data you need to coach your team to success.
When it comes to combining different sources, not only CRM, we often use third-party Connectors. Here is one of them by Windsor.ai. It also has an inbuilt feature preventing you from crashing the report by failing to connect your data or obtaining the propper API Key for data access.
HubSpot Overview Report template visualizes your HubSpot Contacts in Power BI in a few clicks. You'll have access to all HubSpot data, and the whole process should not take you more than 5 minutes.
This template gets the following data:
Name |
Description |
|
The email address of the contact |
Lifecycle Stage |
Lifecycle stage of the contact |
First Name |
First name of the contact |
Last Name |
Last name of the contact |
Company Name |
Company name of the contact |
Phone Number |
Phone number of the contact |
Last Modified Date |
Date of the transaction |
The template can be customized with different fields, which you can find in available HubSpot data on a contact level.
It queries the data through our connector and makes it available in real-time. Follow the steps outlined below to get your data connection.
The HubSpot CRM connector lets you pull HubSpot data on a contact level.
eyJrIjoiZmI3NWRiNzEtYWRmZi00NTdhLWI2YTMtYmRiY2ZkY2JiMWFlIiwidCI6IjYyYjBiNjRjLTRiNWItNDU5OC04OGZlLTljYTIxNmM1NjdkMiIsImMiOjh9