Rocket-Powered HubSpot to Power BI: How One Accounting Firm Created a Single Sales & Marketing Dashboard

Overview

A large accounting firm specializing in tax, audit, and consulting services aimed to improve its visibility into sales and marketing performance. The firm relied on HubSpot as its Customer Relationship Management (CRM) platform but struggled to consolidate sales and marketing metrics into a single dashboard. Seeking a straightforward and secure integration, they turned to RequestRocket to bridge the gap between HubSpot and Power BI, a leading business analytics tool.

Challenges Faced integrating HubSpot to Power BI

1. Fragmented Data Views: Although HubSpot housed essential sales and marketing data, leadership lacked a unified dashboard to visualize key performance indicators in real time.

2. Manual Reporting Processes: Extracting, cleaning, and merging sales and marketing data often involved multiple steps, increasing the risk of errors and data discrepancies.

3. Security & Authentication Concerns: Connecting HubSpot’s API with Power BI securely posed a significant challenge, particularly for a large accounting firm handling sensitive client information. The API's required Oauth2 authentication which proved too challenging for their development team.

Solution: RequestRocket 🚀

To address these issues, the accounting firm implemented RequestRocket, an API and authentication proxy service. By serving as an intermediary between HubSpot and Power BI, RequestRocket significantly reduced integration complexity while ensuring strict security and compliance standards were met.

Implementation Steps

1. Setup of RequestRocket: The IT team configured RequestRocket to securely store and manage HubSpot credentials, setting up an API key that Power BI could leverage for data retrieval.

2. Data Extraction: HubSpot’s sales and marketing data—such as deal pipelines, lead sources, and campaign performance—was extracted through RequestRocket. Automating these data pulls replaced manual processes and minimized the risk of errors.

3. Consolidated Dashboard in Power BI: Power BI then pulled data directly from RequestRocket to populate a unified dashboard. Customized reports were created to highlight sales funnels, marketing ROI, and overall business performance.

Results

1. Unified Reporting: A single Power BI dashboard now provides a real-time snapshot of the firm’s sales and marketing activities, enhancing decision-making and transparency across departments.

2. Time Savings: Automated data extraction reduced manual tasks by an estimated 70%, freeing up the accounting firm’s analysts to focus on client services and strategy.

3. Enhanced Accuracy: With manual intervention minimized, data discrepancies sharply decreased, leading to more reliable metrics and deeper insights.

4. Security & Compliance: By managing authentication through RequestRocket, the firm ensured that client and internal data remained protected while maintaining compliance with industry regulations.

Conclusion

By leveraging RequestRocket as a secure API and authentication proxy, this large accounting firm seamlessly integrated its HubSpot CRM data into Power BI. The resulting single, real-time dashboard streamlined sales and marketing reporting, improved data accuracy, and ensured robust security—ultimately enabling the firm to deliver more strategic insights and higher-quality services to its clients.