Connect HubSpot with Power BI for Unparalleled Analytics & Planning

Modernize Your Planning & Analytics with our Free Trial Now

Make actionable decisions with Acterys and fast-track your plans and budgets. Changes in data can be modeled in minutes and viewed in real-time, informing you of possible risks and allowing you to simulate what-if scenarios quickly. 

(choose a time)

  • Access and consolidate all your HubSpot with instant 1-click connectivity.​
  • Profit from turnkey Power BI models & reports that are fully editable in Power BI Desktop.​​
  • Comprehensive planning directly from Power BI (top down/bottom entry, visual planning, etc.)
  • acterys connector

    Common HubSpot Power BI Integration Challenges

    Marketers and sales managers have long demanded a robust interface to smoothly connect HubSpot to Power BI. Being able to drill down into customer data, gauge performance of marketing campaigns, and identify loopholes in sales processes can all uncover key improvement areas through which companies can get several steps ahead of the competition. 

    However, a native Power BI to HubSpot integration connector doesn’t exist, leaving companies either to configure via API URLs, custom connectors or develop one in-house.

    1. Developing HubSpot to Power BI Connectors is Complex

    Developing HubSpot to Power BI connectivity in-house requires considerable domain expertise and development prowess to build optimized connection interfaces, which can drain resources and incur costs. Although Power BI to HubSpot integration via API URLs is possible, users have reported facing issues importing all marketing campaign data and carrying out significant querying.

    2. Performance Reports Are Rigid

    The inability to alter or customize lifecycle stages within HubSpot can create reports that are not tailor-made for organization needs. Furthermore, lack of read and write options within Power BI means any reports or dashboards built have to be edited from within HubSpot tables to bring about changes that can be tedious and time-consuming.

    3. Difficult to Reconcile Sales With Accounting Data

    The standard ODBC, CData HubSpot to Power BI connector doesn’t support integration with multiple sources such as ERP systems and databases at once that can prevent achieving a single view of expenses and sales performance KPIs under one roof. Instead, it would require separate connectors to connect HubSpot to Power BI and other sources, leading to higher licensing and development costs.

    Connect HubSpot & Visualize Data with Power BI

    Facing issues loading HubSpot data into Power BI? Want to eliminate silos of sales, marketing, and accounting data? 


    Acterys’ on-premise and cloud virtualized infrastructure lets you consolidate HubSpot data along with other sources for a single source of truth to empower your planning decisions. Take advantage of bi-directional integration to set either Power BI or Excel as your primary reporting interface to read and write fully customized reports or dashboards. 

    1. Get 360 Degree Visibility Into Marketing And Sales Expenses

    Create fully editable interactive reports and dashboards of Power BI to HubSpot data to gauge marketing campaigns and sales pipeline performance. Combine acquisition costs and ad spend financials with accounting data from ERP software (e.g. Xero, Dear Inventory, QuickBooks), web applications, among others on Acterys’ virtualized SQL database.

    2. Easily Alter Lifecycle Stages For Customized Reports And Dashboards

    Add new dimensions and customize HubSpot’s Lifecycle stages to include partners, investors, analysts, and other stakeholders directly from within Excel or Power BI without affecting HubSpot’s source data to suit individual business needs. In comparison with CData HubSpot-Power BI connector, Acterys provides built-in reporting templates for a wide variety of scenarios including Cash Flow, CAPEX, HR, and many more to modify and customize reporting for particular categories and dimensions.

    3. Simple Setup and Quick Turnaround Time

    Utilize the Acterys platform’s one-click setup to configure Power BI to HubSpot data within 2 minutes. Dive deep into each data source for granular reporting and analysis and modify dimensions on the fly. Benefit from AI-generated insights to generate key reporting takeaways to accelerate budgeting, forecasting, and operational planning decisions.

    Extract Business Insights with HubSpot Power BI Integration

    Play Video

    ACTERYS is an integrated platform that adds professional financial reporting, planning & consolidation functionality to HubSpot and other solutions. All your requirements in one solution integrated with Power BI & Excel:


    Serious Analytics For HubSpot

    Acterys Apps for HubSpot provide you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. You can customize and extend the model exactly to your needs (account mappings, KPI’s, etc). and add nearly any other data source (Accounting, POS, Inventory, etc.).


    Stunning HubSpot Reports & Dashboards

    The Acterys Apps enable you to design interactive dashboards using the market leading data discovery tools (Power BI, Tableau). The Acterys Excel Add-in is the easiest way to build reports, planning and forecasting forms exactly as needed with every detail from your HubSpot dataset.

    Gear icon

    Versatile HubSpot Planning & Forecasting

    Planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Profit from fully editable best practice templates for budgeting, cash flow forecasting, and many other planning aspects.


    Effective HubSpot Company Consolidation

    Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited HubSpot companies. Advanced requirements like multi-currency handling, inter company elimination and other consolidation features can be configured exactly as required.

    Customers Testimonials for HubSpot Power BI Integration


    Effective Planning & Modelling by Connecting HubSpot to Power BI

    Advanced analytics, planning and budgeting have never been easier: use extensive options for top/down bottom data entry on any level of the model. Modify structures as required e.g. simulating the introduction of a new product, organizational changes or acquisitions.

    Add Any Source

    In addition to Acterys Connectors to other accounting and SaaS sources the Premium Edition enables you to add any data source the easiest way with the unique Cube Wizard.

    acterys modeller

    Build Your Own Models

    Acterys Apps come with ready made models for reporting, consolidation and planning. For that have requirements beyond that, the Premium Edition enables you to build your own data models exactly as needed.

    How To Connect HubSpot with Power BI

    After your onboarding session when you have registered at the ACTERYS site, you will see this screen:

    model connector

    Click on “Add Model” to link your HubSpot company file with ACTERYS. This process will create cloud-based relational (based on MS SQL Server) and a multi-dimensional data model with your data.

    Linking the accounts should only take a few minutes. For larger models, this can take longer. Once it is finished you will receive a notification at the email address you have specified with your account.

    Blogs Related to Power BI Integration