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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Send SMS notifications via Twilio for new Salesforce Contacts

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

Add targeted Gmail emails to Salesforce campaigns

Focus on what matters. Salesforce + Gmail handle the rest!

Create or update HubSpot contacts with new Salesforce leads

Salesforce and HubSpot together? That’s how you get more done, faster.

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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.