HubSpot Onboarding

CRM Implementation 

Consulting & Implementation

Enhance your setup

Data Migration

ISO 27001 certified

Integrations

Connecting to/from HubSpot 

Beautiful websites

Crafted with HubSpot

Orgplexity®

Organise agentic complexity

GuardHub®

AI Governance for HubSpot Users

The Art of Steering

A New Framework for Human-AI Collaboration

Smartbound®

Signal Based Prospecting, plus AI

ConvX®

Turn AI conversations into revenue

Independent HubSpot Audit

Independent review of your set-up

Blog

Hints & Tips

Power BI Integration with HubSpot

Makes data move...

Power BI + HubSpot

Transform your HubSpot data into powerful visual insights. Pull marketing, sales, and service metrics into dynamic Power BI dashboards — giving your team the clarity to spot trends, measure performance, and make data-driven decisions with confidence.

Success Story

Industry:
Health
Company Name:
AllyGPO
Company Location:
USA
Company Size:
30

Power BI connected to HubSpot

  • Your HubSpot account connects to Power BI, feeding CRM data into the reports your leadership team actually needs
  • Sales, marketing, and service data combine in one place, giving a complete picture of business performance
  • Reports update automatically as HubSpot data changes, so dashboards are always telling the current story

Power BI connected to HubSpot

Power BI

Mapping your data and reporting flows

  • Contacts, deals, companies, activities, and custom objects are mapped to export from HubSpot to Power BI
  • Custom HubSpot properties and objects map cleanly into Power BI data models
  • Data refresh schedules keep Power BI reports current without manual exports or file transfers

Mapping your data and reporting flows

MH_MAM_Overview_EN_03102026 (1)

Configuration complete

  • Every HubSpot data point is feeding into Power BI and refreshing automatically from day one
  • Leaders access the exact metrics they need in the format they prefer, without waiting for manual reports
  • Board-ready dashboards are built once and refresh automatically, saving significant time every reporting cycle

Configuration complete

MH_MAM_AccountConnections_EN_03102026 (1)

People love their experience

Excellent Partner for Web Development

PYB was able to enhance the performance of our member portal by creating new capabilities in a smart, efficient, and effective manner! A key feature of our member portal is to provide members access to embedded dashboards / analytics. After the initial build, we realized that we had failed to plan for certain use cases and lacked the technical capabilities to address the gaps in-house. We found PYB on a recommendation from a sister company and could not have been more pleased with the engagement. They asked thoughtful questions and made insightful recommendations while scoping the project; they worked expeditiously and met a very tight deadline; they delivered technical solutions that fully satisfied our requirements on time and under budget. I will continue to use PYB as we identify additional enhancements, and I highly recommend them them to others!!

Kevan Corbett
Chief Operating Officer

Simple 'step by step' process...

Step 1
Consultation

Discuss your business needs and integration goals.

Step 2
Data Mapping

We carefully analyse your current system structure and map it to HubSpot.

Step 3
Integration

Using a sandbox, we build a prototype of the integration, ensuring no disruptions to your operations.

Step 4
Quality Assurance

Every detail is double-checked for accuracy and functionality.

Step 5
Launch & Support

We train your team - with ongoing support is provided to ensure a smooth process upgrade.

Hubspot Custom Integration

HubSpot Custom Integrations
Accredited

Technical digital projects require skill and experience to deliver on time & on budget. We have a track record of both.

Ready to discuss your HubSpot project?

Let's take our relationship up a level.

Simply fill in the form below...

(I'll get back to you ASAP)
Prefer another way?

Quality assured, by HubSpot and ISO

OnboardingAccreditation534x534
CRMImplementationAccreditation534x534
9001 EPS White-1
ISO seal
27001 EPS White-1
DataMigration534x534
CustomIntegration534x534