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Status: Idea Submitted
hoyahess
Submitted by on ‎Oct 3, 2023 9:47 AM

Connect your data to Excel or PowerBI natively

Connecting my Hubspot data to Excel or a data visualization tool like PowerBI or Tableau should be so easy!

 

I need to create real-time dashboards or reports that are sharable with customers without any need for manual updating. I don't have time to manually export data and format it each week on our outreach for so many customers. 

 

How does this not exist yet?  This should be supported out of the box just like Hubspot's add-ins for Outlook or Gmail.  Please don't send us hunting for 3rd party patches!

 

Thank you 

 

 

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7 Replies
Jnix284
Hall of Famer
‎Oct 3, 2023 6:33 PM

connecting exported data to Power BI manually is a bit of a pain, a native integration would be nice!

JMoyes
Participant
‎Oct 4, 2023 4:47 AM

Agree, I know there is SnowFlake integration which connects to Power BI. However, this add-in is confusing and requires a great deal of work meaning we are in a similar position as you on this!

johnelmer
Top Contributor | Elite Partner
Top Contributor | Elite Partner
‎Oct 9, 2023 6:44 PM

@Jnix284  @hoyahess @JMoyes Given that HubSpot doesn't have native integrations for Power BI or Excel (and to my knowledge those are not on the roadmap for any time soon), there are excellent third party solutions in the HubSpot App Marketplace. You might consider, for example, our HubSpot Integration for Power BI.  This app has hundreds of installs and provides an automated data refresh schedule so that each time you open Power BI, the most recent HubSpot data is used to update your report. You can get a free trial to see if it gives you enough value for the cost. 

Jnix284
Hall of Famer
‎Oct 10, 2023 1:25 PM

Hi @johnelmer I've looked at your integration previously, but it seems to be focused on customers who need constant data updates. Do you have any plans that have a lower frequency of data updates? For example, if a company only has to run monthly reports with Power BI vs. having daily updates to the data for dashboards.

johnelmer
Top Contributor | Elite Partner
Top Contributor | Elite Partner
‎Oct 10, 2023 2:44 PM

@Jnix284  We do have an option for customers who don't need daily (or more frequent) data updates.  Take a look at Ultimate Data Export in the App Marketplace.  This app has a free Lite version and a Pro version that export a comprehensive set of data, tables, and their associations to Excel.

 

  • Contacts
  • Companies
  • Deals
  • Line Items
  • Deal History
  • Goals
  • Quotes
  • Owners
  • Teams
  • Campaigns
  • Engagements
  • Products
  • Tickets
  • Forms
  • Forms Analytics
  • Feedback Submissions
  • Website Pages
  • All custom properties and custom property data
  • And more related sub-data such as Pipelines and Associations.

It's a manual run each time, but if all you need is monthly, this might meet your needs. You could point Power BI at it and build your reports.

EMcCuin
Participant
‎Feb 2, 2024 5:19 PM

I do this with Coefficient.io. Pulls data from HubSpot into Excel or Google Sheets. 

Power BI or Tableau to your heart's content after that! 

janunez
Member
3 weeks ago

Hi @hoyahess !

You can try our open source connector:

https://www.youtube.com/watch?v=oOmJJA8_kWg

 

janunez_0-1726705818869.png

 

Javier Núñez, CEO

Audox

CRM, BI, PM Consulting Services

www.audox.com