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

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Select a trigger in Salesforce

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

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Automate an Action in Power BI

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

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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.

Here's Some Easy Salesforce Automations
and Power BI Automations to Try!

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Generate Xero Invoices from Salesforce Custom Objects

Say hello to effortless productivity with Salesforce and Xero!

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Add Gravity Forms Submissions as Salesforce Contacts

Discover how Salesforce and Gravity Forms can simplify everything you do.

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Convert Gravity Forms Entries to Salesforce Custom Objects

Transform your workflow with Salesforce & Gravity Forms leading the way.

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Update Mailchimp Subscribers for updated Salesforce Records

Let Salesforce and Mailchimp handle the details—you focus on the big picture!

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Convert Ninja Forms Submissions into Salesforce Leads

Double the efficiency—Salesforce + Ninja Forms team up for your success.

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Convert Zendesk Tickets into Salesforce Leads

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

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Crack down on wasted time with automations
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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.
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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.
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