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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
PowerBI’s native HubSpot connector requires API endpoint configuration and technical knowledge that most users don’t possess, plus it doesn’t support automated refresh scheduling without additional programming.
Here’s how to create a seamless HubSpot PowerBI connection using a no-code approach that anyone can set up.
Connect HubSpot to PowerBI using Excel as a bridge
CoefficientHubSpotprovides a no-code alternative to PowerBI’s complex nativeconnector, using Excel as an intermediary for seamless data flow.
How to make it work
Step 1. Set up Excel bridge with one-click OAuth.
Install Coefficient in Excel and connect to HubSpot using simple OAuth authentication. No API tokens, endpoints, or technical configuration required.
Step 2. Configure data through point-and-click interface.
Select HubSpot objects and fields through visual menus in the Excel sidebar. All configuration happens through user-friendly dropdown menus and checkboxes.
Step 3. Schedule automated refresh without code.
Set up hourly, daily, or weekly data updates using built-in scheduling. No programming needed – just select your preferred refresh frequency from dropdown options.
Step 4. Connect PowerBI to the Excel file as data source.
Link PowerBI to your Excel workbook containing live HubSpot data. PowerBI treats this as a standard Excel data source with automatic field detection and mapping.
Step 5. Enable automatic PowerBI updates.
When PowerBI refreshes, it automatically pulls the latest HubSpot data that Coefficient has synced to Excel. The entire process runs without manual intervention.
Bypass technical barriers with visual setup
CreateThis approach delivers automated HubSpot reporting capabilities without the technical complexity of direct PowerBI integration. You get the same end result – live HubSpot data in PowerBI – through a user-friendly setup process that requires no coding knowledge.your HubSpot PowerBI connection today.
