HubSpot to Power BI integration

All integrations via Coupler.io are no-code and feature an easy-to-navigate setup process. From the moment you select your source and destination apps, follow the in-app guidance to set up the connection successfully.

To initiate a HubSpot to Power BI integration, begin by creating a new importer and follow these steps:

Step 1: Collect data
Connect and authorize your HubSpot account. You'll need to log in and grant permission to access your data. Choose the type of data you wish to export. If needed, you can further select specific columns, apply date filters, and use advanced data filtering options.



After configuring your data export details in HubSpot, proceed to the next step.

Step 2: Organize and transform
Coupler.io lets you preview up to 500 rows of your data to ensure it is ready for analysis. At this step, you can also refine your report directly in the interface before loading it to Power BI. Here are the data transformations you can perform:

• Renaming, reordering, hiding, or modifying columns
• Filtering and sorting data
• Adding columns with both simple and complex formulas
• Merging HubSpot data with additional datasets from other accounts or applications

Step 3: Load and automate
Once your data is formatted and ready, you need to load it to Power BI. Follow the in-app instructions to complete the connection.

• Generate and copy an Integration URL.
• Go to Power BI Desktop, click Get data, and select Web.
• Insert the Integration URL in the respective field and click OK.
• Coupler.io will establish a connection with Power BI, and your data will appear in the Power Query Editor. You can now load it to Power BI.

Finally, enable the automatic refresh. This will automate your importer and refresh data in Power BI as frequently as specified.

The Automatic Data Refresh in Coupler.io schedules regular data exports from HubSpot to Power BI. Activate the feature and customize the schedule to fit your needs.

Configuration options in Coupler.io include:

• Interval: Choose how often the data refreshes, ranging from every 15 minutes to once a month.
• Days of the Week: Exclude weekends or specific days when a data refresh isn't necessary.
• Time Preferences: Set a particular time window for the data refresh.
• Timezone: Select the appropriate timezone for your data refresh schedule.

With the scheduled data refresh, you can ensure that your reports reflect the most recent data from your HubSpot source.

Total Sales

The total sales metric sums the revenue from all successfully closed deals. It provides insights into the effectiveness of your sales strategies and business growth. The metric helps gauge the company's ability to generate revenue. To determine total sales, add the values of all won deals within a specified period.

Win Rate

The win rate measures the sales team's efficiency in converting opportunities into successes. It's calculated as the ratio of won deals to the total number of deals closed (both won and lost). To find the win rate, divide the number of won deals by the total number of closed deals and multiply the result by 100 to express it as a percentage.

Close rate

This metric represents the percentage of all deals closed (won or lost) compared to the total deals initiated. It offers insights into the productivity of the sales process and the team's ability to finalize deals. Calculate the close rate by dividing the number of closed deals by the total deals, then multiply by 100 for a percentage.

Average Days to Close

This metric reflects the average time taken to win or lose a deal. It provides a view into the sales cycle length and the team's closing efficiency. Calculate the metric by summing the days of all closed deals and dividing by the number of those deals.

Pipeline Value

It represents the total value of all deals currently in the sales pipeline. This metric is crucial for assessing potential future earnings. It is also required for revenue forecasting and resource planning. To calculate the pipeline value, sum the values of all currently open deals.

Open Deals

This is a count of all active deals, neither won nor lost. The metric is critical for tracking ongoing sales activities and potential revenue. It also shows the vibrancy of the sales pipeline. To calculate open deals, simply count all currently active deals.

Projected Sales

The projected sales metric estimates future revenue based on the current sales pipeline. It is essential for revenue forecasts and informed decision-making. Calculate projected sales by summing the value of all open deals.

Average Open Deal Age

This metric shows the average time a deal stays open in the pipeline. It helps you pinpoint deals that may require additional focus or resources to move forward. The value reflects the sales cycle's pace. Calculate the average open deal age by summing the days all open deals have been active and dividing by the number of open deals.

With Coupler.io, you can connect HubSpot to not only Power BI but other data visualization tools and more. It supports over 10 distinct destination apps for your HubSpot data:

• Data warehouses: Options include BigQuery, PostgreSQL, and Redshift.
• Business Intelligence tools: Available tools include Looker Studio, Power BI, Tableau, and Qlik.
• Spreadsheet apps: Microsoft Excel and Power BI are supported.
• Other destinations: Include JSON and Monday.com.

If you already have a configured HubSpot to Power BI integration, you can easily copy it and change the destination app. This way, it's easy to load the same HubSpot dataset to another destination without setting a connection from scratch.