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Nicolas947's avatar
Nicolas947
Regular Visitor
1 year ago
Solved

Power BI Connection to HubSpot

Hello everyone,

I got this PowerBI project where I need to gather the data from HubSpot but Im not really familiar with this procedure. Can someone please detail on how to do this?

 

Appreciate your help

Have a nice day

6 Replies

    • RyanO's avatar
      RyanO
      New Member

      This has already been solved by Rubayatyasmin, but this was very helpful, with different options to choose from. From doing it yourself to using a 3rd party app to do it for you.

      I wanted to say thanks for recommending our app as a possible solution. Datawarehouse.io wants to help bridge that gap between HubSpot and PowerBI.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Nicolas947 ,
    I just wanted to kindly follow up to see if you had a chance to review the previous response provided by rubayatyasmin  . If the response addressed your issue please Accept the answer so that it will be helpful to others to find it quickly.If still needed assistance, feel free to reachout.

    Thank you for being a part of Microsoft Fabric Community Forum!

  • Hi Nicolas947 As a workaround, maybe you can use a 3rd party connector, which pulls data directly from the Hubspot API, it can save you a lot of time compared to other options. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Hubspot connector in the data sources list:

     

     

    After that, just grant access to your Hubspot account using your credentials, then on preview and destination page you will see a preview of your Hubspot fields:

     

     

    There just select the fields you need. Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

     

  • When you’re pulling HubSpot data into Power BI, hitting API limits can happen if you grab too much at once or refresh too often. HubSpot’s API returns nested stuff, so you’ll probably need to flatten and clean it up in Power Query before using it. Breaking your queries into smaller chunks or filtering the data upfront really helps. If you want to avoid the hassle of coding, tools like Skyvia can sync your HubSpot data to a database, making your Power BI reports run smoother and faster.

  • Aryna's avatar
    Aryna
    Post Partisan

    The built-in HubSpot connector in Power BI can be limited when it comes to refresh frequency and many teams hit this once they move beyond manual refreshes.

    One alternative worth looking at is a third-party HubSpot connector. We've been using one at https://vidi-corp.com/power-bi-hubspot-connector/ . It loads data into an Azure SQL database and refreshes automatically every 6 hours as standard, so your pipeline reports stay current through the working day without needing a gateway.

    Might be worth a look if the native connector's refresh limits are the blocker.