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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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.

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

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Turn HubSpot contact list into Salesforce Contacts

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

Convert Intercom Users into Salesforce Leads

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

Convert Google Forms submissions to Salesforce Contacts

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

Create Jira Issues for new Salesforce Cases

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

Add new Google Sheets rows for new Salesforce Custom Objects

Double the efficiency—Salesforce + Google Sheets team up for your success.

Send Slack Alerts for Updated Salesforce Opportunities

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

Crack down on wasted time with automations

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Connect Salesforce and Power BI

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.