logo main
  • En
    English
    Portuguese
    Spanish
    • Log inGet started free
    EnvyCRM integration
    Power BI integration
    Other

    Integrate EnvyCRM with Power BI

    Try for free
    Help Instructions
    Try for free
    Help Instructions
    g2-rewordg2-rewordg2-rewordg2-rewordg2-rewordg2-rewordg2-rewordg2-reword

    How it works

    With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

    • 1

      Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.

    • 2

      Select the app and event that will trigger your integration, or set up a schedule as you prefer.

    • 3

      Select the actions to be performed and the data you wish to send once your integration is started.

    • 4

      That's it, it's done

    Get started free
    arrow down

    Choose triggers and events for source app and target app

    Finish setting up your workflow for integration of source app with target app
    Specify triggers and events
    Connect this app...
    When this happens...
    With this one!
    Do this!
    undefined integration
    undefined integration

    Just start and add more steps in your automation

    Get started for free

    Can’t find an app? No problem. Add it yourself quickly and easily using our App Integrator. Start here

    arrow

    Triggers and actions available for EnvyCRM and Power BI integration

    triggers 3
    EnvyCRM triggers and actions
    Deal stage updating
    EnvyCRM triggers and actions
    Deal has been created
    EnvyCRM triggers and actions
    New lead
    add icon
    Add Trigger
    Add trigger to our App builder
    actions 4
    EnvyCRM triggers and actions
    New lead
    EnvyCRM triggers and actions
    Find contact by client ID
    EnvyCRM triggers and actions
    Find client
    Power BI triggers and actions
    Insert rows
    Create integration

    Get started with EnvyCRM and Power BI integration using template

      SOC 2 Type 2 - The safety of your data is our top priority!

      Check
      Security
      Check
      Processing integrity
      Check
      Confidentiality
      Check
      Privacy
      background image
      SOC logo

      Learn how to connect EnvyCRM with Power BI

      Show more
      Connect Gumlet with Your Favorite Apps | Optimize Your Media Management with Albato
      3 min. read

      Connect Gumlet with Your Favorite Apps | Optimize Your Media Management with Albato

      Gumlet is best way to stream ad-free videos on internet. It has powerful CMS to organise videos and hollywood grade DRM. See how Albato can help you enhance the app’s usability!

      Connect Octopush with Albato | Elevate Your SMS Marketing Strategy
      3 min. read

      Connect Octopush with Albato | Elevate Your SMS Marketing Strategy

      With Octopush, businesses are well equipped to propel their brand, promote their offers and services at scale. See how Albato can help you enhance the app’s usability!

      Connect DocuSign with 800+ Apps | Simplify Document Management on Albato
      3 min. read

      Connect DocuSign with 800+ Apps | Simplify Document Management on Albato

      DocuSign is a top electronic signature and digital transaction management platform, helping organizations manage contracts and agreements securely and efficiently. See how Albato can help you enhance the app’s usability!

      Chili Piper Alternatives 2024: Top 6 Scheduling & Lead Management Tools
      CalendarHero
      4 min. read

      Chili Piper Alternatives 2024: Top 6 Scheduling & Lead Management Tools

      Discover the top 6 Chili Piper alternatives for scheduling and lead management. Compare features, pros & cons of Calendly, Dashly, Cal.com & more. Find the best fit for your business.

      Customer Service Skills: Essential Guide to Handling Discount Requests
      1 min. read

      Customer Service Skills: Essential Guide to Handling Discount Requests

      Learn essential customer service skills for handling different types of discount requests. Discover proven strategies for maintaining customer loyalty while protecting your business interests.

      Passion.io Alternatives: 5 Better Options for Video Apps
      2 min. read

      Passion.io Alternatives: 5 Better Options for Video Apps

      Looking for Passion.io alternatives? Explore 5 powerful platforms: Gurucan, Mighty Networks, Thinkific, Bettermode & FlutterFlow. Compare features, pricing & choose the best app builder for your needs.

      5 Powerful Mobile App Marketing Strategies You Haven't Tried Yet | 2024 Guide
      5 min. read

      5 Powerful Mobile App Marketing Strategies You Haven't Tried Yet | 2024 Guide

      Discover 5 powerful mobile app marketing strategies to boost downloads and user retention. Learn how to leverage automation, A/B testing, analytics, and cross-promotion tools to grow your app effectively. Perfect for developers and small teams.

      How to Start an Affiliate Marketing Store
      4 min. read

      How to Start an Affiliate Marketing Store

      Step-by-step guide to creating a profitable affiliate marketing store. Learn how to choose programs, build a site, and monetize your audience.

      Top content automation tools in 2024
      4 min. read

      Top content automation tools in 2024

      Maximize your reach in 2024 with tools designed for every content channel. Find out how top automation platforms can transform your workflow

      Best Learning Management Systems (LMS) 2025: Complete Comparison Guide
      5 min. read

      Best Learning Management Systems (LMS) 2025: Complete Comparison Guide

      Discover the most convenient Learning Management System (LMS) to choose the perfect one for your needs.

      Top 6 team management trends 2025: flexible, tech-driven & employee-focused
      4 min. read

      Top 6 team management trends 2025: flexible, tech-driven & employee-focused

      Explore the essential team management trends for 2025, including hybrid work, AI-driven tools, employee well-being, continuous feedback, and skill development. Discover strategies that help HR leaders, managers, and business owners build resilient, high-performing teams in a changing workplace.

      Connect Rocket.Chat to 800+ Apps | Supercharge Your Communication with Albato
      Rocket.Chat
      3 min. read

      Connect Rocket.Chat to 800+ Apps | Supercharge Your Communication with Albato

      Rocket.Chat is a secure and sovereign communications platform for governments, defense, and critical infrastructure enterprises.

      Call Center Automation: No-Code vs Traditional Solutions Guide
      5 min. read

      Call Center Automation: No-Code vs Traditional Solutions Guide

      Compare no-code automation and traditional call center software. Learn key differences, benefits, and how to choose the right solution for your business needs.

      Best AI Tools 2025: Top Artificial Intelligence Apps for Work & Productivity
      OpenAI
      7 min. read

      Best AI Tools 2025: Top Artificial Intelligence Apps for Work & Productivity

      Best AI tools 2025 for business & work. Top AI assistants for meetings, SEO, writing, coding. Complete guide to boost productivity with artificial intelligence.

      DonorDock Teams Up with Albato to Supercharge Nonprofit Integrations
      DonorDock
      2 min. read

      DonorDock Teams Up with Albato to Supercharge Nonprofit Integrations

      DonorDock, a leading CRM solution for nonprofits in the US, has partnered with Albato to deliver seamless, native integrations (Albato Embedded) to help nonprofit organizations streamline their day-to-day operations.

      Trusted by over 110,000 users

      review-image

      Great Zapier Replacement

      I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.

      Kapil A.

      CEO

      “”

      Frequently asked questions about EnvyCRM and Power BI Integration

      Can I transfer data between EnvyCRM and Power BI using Albato?
      collapsed
      Yes, with Albato, you can easily transfer data between EnvyCRM and Power BI. Simply set up the connection through Albato's intuitive interface, where you can define specific events in EnvyCRM to automatically trigger actions in Power BI. During setup, you can use Albato's data mapping feature to match specific fields between EnvyCRM and Power BI. This ensures that the right information, such as contact details, orders, or updates, is transferred accurately between both apps. Albato ensures seamless data transfer and automation, whether you're dealing with CRM, e-commerce, or productivity tools. Integrate EnvyCRM and Power BI to unlock the full potential of your business.
      Which triggers and actions can I use to automate tasks between EnvyCRM and Power BI?
      collapsed
      With Albato, you have a wide range of triggers and actions to automate tasks between EnvyCRM and Power BI. Triggers are specific events in EnvyCRM that initiate automated actions in Power BI. For example, when a new record is created in EnvyCRM, it can automatically update or create a corresponding entry in Power BI. Actions define what happens in Power BI when a trigger in EnvyCRM occurs, such as sending data or updating a field.

      You can view the full list of available triggers and actions for EnvyCRM and Power BI in the Triggers and Actions section on their integration page, on each app’s dedicated page, or by logging into your Albato account and selecting the necessary application. This makes it easy to see which automations you can set up to streamline your workflows.
      Do I need technical skills to set up the integration between EnvyCRM and Power BI?
      collapsed
      No, you don't need technical skills to set up the integration between EnvyCRM and Power BI on Albato. The platform is designed to be user-friendly, allowing you to automate workflows without any coding knowledge. Setting up the integration involves simple steps like selecting triggers and actions between the two apps and using Albato’s data mapping feature to match fields between EnvyCRM and Power BI. Albato’s intuitive interface guides you through the entire process, ensuring accurate data transfer and seamless automation. Whether you’re managing CRM data or syncing orders, anyone can easily create powerful automations with just a few clicks.
      Why is Albato the best alternative to Zapier for integrating EnvyCRM and Power BI?
      collapsed
      Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between EnvyCRM and Power BI. It’s super easy to use, and you can create powerful workflows without the hassle.

      What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating EnvyCRM and Power BI, Albato is the way to go!
      How do I set up an integration between EnvyCRM and Power BI?
      collapsed
      Setting up an integration between EnvyCRM and Power BI on Albato is simple and requires no technical skills. Just follow these steps:
      1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
      2. Go to the Integrations section and select EnvyCRM and Power BI from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in EnvyCRM (the trigger) that will cause an action in Power BI, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between EnvyCRM and Power BI, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between EnvyCRM and Power BI, automating your workflows and saving you time.
      Is my data secure when integrating EnvyCRM with Power BI?
      collapsed
      Yes, your data is secure when integrating EnvyCRM with Power BI on Albato. Albato is fully SOC 2 Type II compliant, ensuring the highest standards of data security. This means your data is protected through stringent security controls that are regularly audited to guarantee compliance with industry best practices. In addition, Albato is GDPR compliant, meaning it adheres to strict data privacy regulations, safeguarding your personal information and ensuring your data is only used as intended.

      Can I get free assistance from Albato’s support team to set up my integrations?
      collapsed
      Absolutely! Albato’s support team is here to help you set up your integrations, free of charge. No matter which plan you’re on, you can reach out to their knowledgeable team for guidance on connecting EnvyCRM with Power BI. Whether it’s configuring triggers, actions, or data mapping, Albato’s support is available to make sure your integration runs smoothly from the start.

      With responsive, real-time assistance, you can quickly get your automations up and running, without any extra costs.

      Build your integration for free!

      Get started