I am wondering if there is any opportunity to get data out of Hubspot into my BI reports.
Do you know something?
A HubSpot Certified App is available in the HubSpot App Marketplace for connecting HubSpot to Power BI. There is a free trial.
Here is a map of data flow from HubSpot to Power BI that the integration provides:
|Email Events||-->||Email Events|
|Deal Pipelines||-->||Deal Pipelines|
|Custom Objects||-->||CRM Associations|
|Contact Lists||-->||Contact Lists|
Here is a link to the documentation: https://support.datawarehouse.io/hc/en-us/articles/360006051874-Power-Bi-Connector-Manual
You can use one of the multiple platforms available but test their free plans first.
Here is one that worked for me.
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.
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.
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.
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?
You could try Tugger LTD's solution, as I posted previously; the example reports they include might actually provide what you need.
@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.
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.
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:
Power BI settings:
Power BI Connectors after the restart:
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.
hi, @ranbeermakin .
Answering your questions:
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.
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?
You can have visualizations like this one through the data from the connector.
Hi! I was going to try but then I saw this from HubSpot:
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!