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FN
Regular Visitor

Data Source Hubspot

Hi there,

I am wondering if there is any opportunity to get data out of Hubspot into my BI reports.
Do you know something?

Regards,

Florian

41 REPLIES 41
BayardBradford
Frequent Visitor

A HubSpot Certified App is available in the HubSpot App Marketplace for connecting HubSpot to Power BI.  There is a free trial.

 

https://ecosystem.hubspot.com/marketplace/apps/marketing/analytics-data/powerbi

 

Here is a map of data flow from HubSpot to Power BI that the integration provides:

HubSpot Data           Data Flow      Power BI

Companies-->Companies
Contacts-->Contacts
Deals-->Deals
Engagements-->Engagements
Email Events-->Email Events
Tickets-->Tickets
Owners-->Owners
Products-->Products
Forms-->Forms
Companies-->Company Properties
Contacts-->Contact Properties
Associations-->CRM Associations
Deal Pipelines-->Deal Pipelines
Deals-->Deal Properties
CampaignEmailEvents-->Marketing Email
Custom Objects-->CRM Associations
Quotes-->CRM Associations
Contact Lists-->Contact Lists
Website Pages-->Analytics
Workflows-->Workflows

 

Here is a link to the documentation: https://support.datawarehouse.io/hc/en-us/articles/360006051874-Power-Bi-Connector-Manual

 

adelheni
Helper III
Helper III

You can use one of the multiple platforms available but test their free plans first.
Here is one that worked for me.
https://windsor.ai/microsoft-power-bi-hubspot-report-dashboard-template/

nicstt
Frequent Visitor

The OP posted just the question I wanted to ask, but I was hoping the solution would be something more straight-forward.

 

It's still rediculously complicated to get data (from anywhere tbh) into Power BI in a visually useful manner. Getting it into Power BI is only the start - and that sucks.

 

I found this alternative to all the hastle usually involved; don't get me wrong, I still might need to do some tweaking of the reports, but I've got something to start with - and a good one too.

 

Check out Tugger (https://tuggerapp.com); they poll your data into a data warehouse and provide a free report template for Power BI.

 

The signup was easy, and had a 14 day free trial too.

 

What surprised me was how easy it was; it basically does what it says on the tin.

 

 

Anonymous
Not applicable

If you are looking for a no-coding solution, I can recommend you Skyvia. It is a third-party tool that allows you to load data from HubSpot to Power BI (https://skyvia.com/data-integration/analyze-hubspot-with-powerbi)
This integration isn't performed directly - Skyvia provides it through a database or cloud data warehouse with automatic schema creation.

ranbeermakin
Resolver III
Resolver III

Hi All,

 

We just released an update to the FREE Power BI Connector to HubSpot with following updates:

 

1. Tickets object

2. Owners object

3. Associated company in contacts object

4. Associated company in deals object

 

Head to our repo: https://github.com/ranmax123/powerbi-custom-connectors

 

Direct link to the .MEZ file: https://github.com/ranmax123/powerbi-custom-connectors/tree/master/HubSpot/build


For any issues and/or enhancement requests you can open a GitHub issue.

 

Cheers,

Ranbeer Makin

 

The you @ranbeermakin , it worked

@ranbeermakin, please i tries this but it didn't work

I'm having trouble getting the the Hubspot Ticket table to appear in the Navigator.  I'm not sure which "Column 1" the error (screen shot below) is referring to, or how to fix it.  Any ideas?

 

tj1947_0-1651758169459.png

 

nicstt
Frequent Visitor

You could try Tugger LTD's solution, as I posted previously; the example reports they include might actually provide what you need.

 

 https://tuggerapp.com

Appreciate the suggestion!  But I'm in a very small startup business.  Looking for a free or open source tool.

@ranbeermakin  wow, this is a really cool open source. Many thanks guys for providing this to the community.

 

I have managed to use the .mez file into the power bi desktop and I would like to ask you a few questions:

 

1) Can I extend the code to use some custom fields we have in our HubSpot platform? I have created a new project using the same code but after building the solution and creating the new .mez file, when replacing it into the Power BI folder, it does not appear as a connector in Power BI. Am I missing something?

2) Would you be able to share the amazing template you posted in the GIT Hub. That Horizontal funnel/lifecycle is very cool.

 

Thanks again

 

1) Yes, you can extend

2) Yes, I will open source that one too

karaoan
Kudo Commander
Kudo Commander

@FN  you might want to try out Acterys (https://www.acterys.com😞 Acterys App

It creates a data warehouse with your HubSpot data on Azure SQL to which Power BI can connect to also in Direct Query mode (live link) for very fast and easy analysis. The solution also includes Power BI templates that are fully editable and enable write-back and planning.

Leonid_Kostin
Advocate I
Advocate I

Hi, @ranbeermakin .

 

I am trying to get Hubspot data to Power BI Desktop using your connector but can't make it. 

 

I've done step by step instruction from https://github.com/ranmax123/powerbi-custom-connectors and still don't see "Hubspot (Beta)" in the list of connectors. What could course the issue?

 

My local folder:

 

hubspot file.png

 

Power BI settings:

 

power bi.png

 

Power BI Connectors after the restart:

list of connectros.png

 

 

Thank you in advance!

Hi @Leonid_Kostin . Thanks for trying out the connector.

 

That's quite unfortunate to hear that you are not able to connect.

 

Can you:

 
1. Navigate to %USERPROFILE%\Documents\Microsoft Power BI Desktop\Custom Connectors. Put this under "Run" (Windows R). Does it open the same folder that you have shown me?
 
2. Are you behind any IT policy which is not allowing you to load non-certified connectors?
 
Thanks
 

hi, @ranbeermakin .

 

Answering your questions:

 

1. Yes

2. Don't think so.

 

Maybe it is something related to this issue: https://docs.microsoft.com/en-us/power-bi/desktop-trusted-third-party-connectors?

 

What do you think?

 

Thank you a lot!

I have used this in the past, but struggled to get it working.  Solution - for some reason my folder set up drops the Microsoft the file path - from C:\users<your_user_name>\Documents\Power BI Desktop\Custom Connectors\.  Once I made this edit and put the file there, it worked.

ranbeermakin
Resolver III
Resolver III

There is a FREE HubSpot custom data connector to Power BI available on our public GitHub Page.

 

Why don't you try and provide feedback?

 

https://github.com/ranmax123/powerbi-custom-connectors

 

You can have visualizations like this one through the data from the connector.

SalesPipelineReportHubSpotAPI.PNG

 

Hi! I was going to try but then I saw this from HubSpot: 

Pbix_is_0-1661174759799.png

After November, will this connector work? Also if they don't allow creation of keys at the moment - if I follow some steps they give for private app, will it work with your solution? Thanks a million!

Is there an option to publish and refresh the data using this connector?
thanks!

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