HubSpot Sales Hub to Microsoft Power BI

Automatically Export & Sync HubSpot Sales Hub Data to Microsoft Power BI

HubSpot Sales Hub
a black arrow pointing to the right
Microsoft Power BI
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Companies+Details
Companies+Details-RecentlyModified
Companies-Basic
Company Properties
Contacts+Details
Contacts+Details by List
Filterable
Contacts-Basic
ContactLists
Contact Properties
CRMPipelines-Deals
CRMPipelines-Tickets
Deals+Details-All
Deals-RecentlyModified
Deals-RecentlyCreated
Deals-Basic-All
Deal Properties
Engagements-All
Engagements-Recent
Owners
LineItems+Details
Products+Details

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from HubSpot Sales Hub.

If you only need to export your data one time, check the website of HubSpot Sales Hub to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with HubSpot Sales Hub.
HubSpot is an all-in-one marketing software used by marketers, designers, and developers across the world.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Opening CSV or XLSX in PowerBI

The cloud version of PowerBI reads XLSX or CSV files directly from OneDrive for Business. On the "Create" panel select either file format presented in the center of the screen. Then click Browse OneDrive.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

File Formats

Integration Flow

Setup

Step 1

Select HubSpot Sales Hub from the Data Source dropdown and Microsoft Power BI from the Data Destination dropdown.

Step 2

Authorize HubSpot Sales Hub with your credentials using the OAuth flow.

Step 3

Authorize Microsoft Power BI with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 21 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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