Hubspot and Power BI Integration

Do you know synchronizing data between Hubspot social networking Website and a unified, scalable platform will help you save a great deal of time and significantly increase your customer happiness? At Beehexa, we provide all Power BI Integration Products to suit your business needs. 

  • Save a lot of time: Power BI integrations will synchronize into categories according to their common characteristics, pricing, etc.
  • Improve business efficiency: Increase sales and revenue by modifying your sales strategy more successfully, preventing expired inventory or a shortage of products.
  • Enhance customer experience: Integration is essential since it completes all tasks faster.
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the key important flows of Hubspot Power BI Integration​

There are many considerations when coming to the connection between Hubspot and Power BI. Therefore, we give you a wide range of available options for your stores.
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Set Up Hubspot Power BI Integration​ in 3 Steps

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Step 1: Verify data

Transfer data, files, or information. It is the best option for simple processes

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Step 2: Demo

Based on the common requirements for each type of integration, we will deliver a simple demonstration for the systems as requested

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Step 3: Deployment

Once the integration scope is confirmed, we will adjust our demo profile to fulfill your business requirements and then deploy it for usage

Hubspot Power BI Integration​ Tasks

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This integration flow syncs Hubspot customers as Power BI customers.

This integration flow syncs Hubspot customer refunds as Power BI refunds.

This integration flow syncs Hubspot items as Power BI products.

This integration flow syncs Hubspot sales invoices as Power BI billings(orders with status paid).

This integration flow syncs Hubspot sales order cancellations as Power BI order cancellations.

This integration flow syncs Hubspot sales orders as Power BI orders.

This integration flow syncs Hubspot shipments as Power BI shipments.

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Benefits of Hubspot Power BI Integration

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realtime data sync

Instantly synchronize product and inventory data and images between Hubspot and Power BI. The seamless connection enables you to have your whole store under control across all channels

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Multi-channel selling

Increase the chances of Power BI integrations for your exposure to more potential customers and bring more sales from both your brick and mortar and online stores by Hubspot

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Centralize reporting

Flexible, user-friendly reporting options help you optimize sales opportunities. You can track the benefits of your investment in advertising, mailings to customers, promotions, discounts, etc

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Frequently Asked Questions

HubSpot (a company based in Cambridge, Massachusetts) offers a full suite of software (of the same name—HubSpot) that includes a CRM, Marketing Hub, Sales Hub, CMS Hub, and Service Hub.

HubSpot offers tools that can help your company with blogging, SEO, social media, email, landing pages, marketing automation, and web analytics. You can choose to integrate the software into your existing website or build your entire company website on HubSpot—the software also works as a content management system (CMS).

platform for data visualization with focus on business intelligence is called Microsoft Power BI. Power BI’s dashboard is capable of reporting and presenting data in wide variety of different formats, including graphs, maps, charts, scatter plots, and more. It was created to be utilized by business professionals with varying levels of data experience. The “AI Insights” feature of Power BI, on the other hand, employs artificial intelligence to help users discover insights within data sets. Power BI Desktop, Pro, Premium, Mobile, Embedded, and Report Server are all parts of the larger Power BI platform. Although some of these tools are free to use, the pro and premium versions offer more advanced insights through paid memberships.

Using manual processes to  move data from one system to the other can be both time-consuming and expensive. By integrating your Facebook with Power BI, you can:

  • Eliminate manual data entry and related human error.
  • Accelerate processes that require data from both systems. 
  • Ensure product listings include the latest and most accurate information.
  • Give customers visibility into purchases made online and in store.
  • Gain insights into your overall business performance, including eCommerce, direct sales, in store, and other channels.

HexaSync is an iPaaS (Integration Platform as a Service) developed by Beehexa. It is a middleware that helps businesses automate their operations seamlessly by connecting legacy systems with any modern SaaS applications. HexaSync can help you integrate your Magento 2 and Microsoft Dynamics RMS easily without too much cost and time by providing a set of powerful synchronization handlers, which include:

  • Catalog Sync
  • Customer Sync
  • Order Sync
  • Stock Sync
  • Slack Report
  • Adjustment Scheduler
  • SQL Custom Query
  • API Custom Query
  • Simplify multi-channel sales with automatic integration. Stop having to maintain Hubspot and Power Bi independently. HexaSync enables you to automatically send product lists, inventory, prices, and product information to your Hubspot online stores and automatically enters online orders and customer data into Power Bi. This helps merchants reduce labor costs related to managing 2 systems separately and helps improve customer satisfaction allowing you to fulfill web orders without delay.
  • Reach new markets and save time managing your existing sales channels. Beehexa integration platform lets you automatically list and edit products and other online storefronts later.
  • Eliminate double data entry. The integration automatically updates Power Bi and your online stores with information such as, inventory (quantity) changes, price updates, new orders, and shipping notices.
  • The integration automatically enters matrix items and product variants (such as, colors, sizes, and attributes) from Power Bi into your Hubspot online stores.

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