Connect Power BI + Salesforce CRM with no-code integration in a few clicks

Integrate Power BI to Salesforce CRM easy, secure and without limits using visual builder and powerful API connectors

Looking for Power BI and Salesforce CRM integration service?

Using Onlizer you can connect Power BI with Salesforce CRM, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect Power BI + Salesforce CRM

Onlizer provides you with all required tools to setup connection and send info between Power BI and Salesforce CRM automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Power BI and Salesforce CRM accounts

2

Integrate

Customize your Power BI to Salesforce CRM integration

3

Launch

Run automation Power BI + Salesforce CRM online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer BI

Connect Salesforce CRM as data source and import data and insights with integration to Power BI and other BI services

Onlizer BI integrates data from your Salesforce CRM to Power BI and other BI tools to analyze contacts, deals, tasks and other data on the fly, build dashboards and get insights quickly.

Connect Salesforce CRM to Power BI
Learn more about Onlizer BI
Onlizer BI integration setup

Onlizer Studio

Create customized individual integration of Power BI to Salesforce CRM with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Power BI and Salesforce CRM with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate Power BI + Salesforce CRM
Learn more about Onlizer Studio
Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated sales Power BI reports with CallRail and Zoho CRM data

Our customer: Development company from EU with a wide network of sales offices.
Problem: Analyze and increase the efficiency of sales calls, and shorten the time of report preparation.
Solution: Automatic call tracking data sync with Zoho CRM leads and sales information, near-real-time data transfer and visualization in Power BI.

  • 16%

    Revenue increase due to better performance analysis

  • 3x

    Times increased satisfaction rate of customers according to feedback

  • 40 hours

    Working time of data analytics team is saved monthly

  • Daily

    Achieved data freshness of sales reports

Read more about integration case
Power BI

With Power BI API integrations, you can connect your data sources, automate your reporting and analysis, and gain deeper insights into your business. Connect your data sources to Power BI via Onlizer, to set up automated workflows that update your reports and visualizations in real-time as new data becomes available. With Onlizer Notify export and send Power BI PDF reports to WhatsApp, Viber, and Telegram daily or by custom schedule.

Read more about Power BI integrations
Salesforce CRM

Salesforce is one of the best Customer Relationship Management (CRM) tools. With Salesforce, you can continually and optimally satisfy all your customers' needs without stress. Salesforce helps create unity between your marketing and sales, commerce, service, and IT teams anywhere in the world. So, in essence, Salesforce is a digital market.

Read more about Salesforce CRM integrations

Power BI + Salesforce CRM integration ideas

Support or submit Power BI and Salesforce CRM integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Сreate a ClickUp task from Salesforce
Upvote: 2
Request Power BI + Salesforce CRM integration Check all Power BI + Salesforce CRM suggestions

Explore Power BI and Salesforce CRM integration features

You can easy create integration for Power BI and Salesforce CRM using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Export Report To PDF in Power BI

Exports Power BI Report as PDF file daily at selected time

Try trigger Trigger
Export report to PNG in Power BI

Exports selected Power BI report to one or multiple PNG images. Specific export schedule can be specified

Try trigger Trigger
Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Connect data source in Power BI

Allows to connect service data source connected with Onlizer BI to Microsoft Power BI

Try action Action
Export report to PDF in Power BI

Exports Power BI Report as PDF file

Try action Action
Get reports in Power BI

Returns basic information about reports in selected workspace

Try action Action
Get workspaces in Power BI

Returns workspaces list

Try action Action
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action

FAQ

Connect Power BI and Salesforce CRM in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Power BI and Salesforce CRM to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Power BI and Salesforce CRM accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Power BI to Salesforce CRM online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Power BI and Salesforce CRM seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Salesforce CRM when event occured in Power BI or when data changed in Salesforce CRM to perform action in Power BI. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Power BI and Salesforce CRM to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Power BI and Salesforce CRM with 300+ services like: