Connect and Integrate
Salesforce with Power BI

Connect Salesforce to Power BI and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Salesforce and Power BI

interface icon

Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

interface icon

Automate an Action in Power BI

Connect your Power BI account and select an action like “Share Dashboard” to make your work flow.

interface icon

Customize the Workflow

Build your Salesforce - Power BI automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and Power BI
to Automate these Workflows

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Update HubSpot contacts with new Salesforce records

Let Salesforce + HubSpot handle the hard work while you take it easy.

Try it now
Arrow Forward

Update HubSpot contacts based on Salesforce record updates

Salesforce and HubSpot—because your workflow deserves an upgrade.

Try it now
Arrow Forward

Create HubSpot companies from new Salesforce records

Salesforce and HubSpot give you time back—automate your busywork.

Try it now
Arrow Forward
No items found.
No Integrations Found
No results found.

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
Learn more

About Power BI

Power BI is used for data visualization by Microsoft to transforms raw data into interactive dashboards and reports. It smoothly integrates with various data sources and offers tools for data modeling, visualization, and analytics. Power BI helps organizations make data-driven decisions through real-time insights in an easy-to-understand format.
Learn more