Connect and Integrate
Salesforce with Power BI

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

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Explore workflows

Easy Steps to Connect
Salesforce and Power BI

Select a trigger in Salesforce

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

Automate an Action in Power BI

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

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

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Convert HubSpot contact lists into Salesforce contacts

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

Create or update HubSpot contacts when new Salesforce leads are added

Make life easier! Salesforce + HubSpot smooth out your workflows.

Create HubSpot custom objects from Salesforce records

Unlock a new level of ease. Salesforce + HubSpot get it done for you.

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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.

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.