HubSpot and Five9 to Microsoft Fabric and Power BI Analytics

Our HubSpot and Five9 to Microsoft Fabric and Power BI Analytics service delivers an end-to-end data integration and analytics solution for enterprises seeking a single source of truth across marketing, sales, and customer-service operations.

This professional service helps customers get started with or extend their use of Power BI by connecting HubSpot (CRM, marketing automation) and Five9 (contact-center) data into Microsoft Fabric.
Using Fabric Data Factory pipelines, OneLake storage, and Power BI dashboards, we unify data flows, eliminate silos, and provide real-time performance analytics.

The result is a secure, cloud-native architecture that enhances visibility into every customer interaction, improves decision-making speed, and supports predictive analytics through Microsoft’s unified data platform.

As a certified Microsoft Partner, we collaborate directly with Microsoft account teams to help assess customer eligibility for ECIF (Enterprise Customer Investment Fund) and Azure Innovate funding programs. These initiatives can assist qualified organizations in reducing implementation costs and accelerating modernization.

Key Capabilities

• Unified Integration – Combine HubSpot CRM and Five9 contact-center data within Microsoft Fabric.
• Automated Pipelines – Use Fabric Data Factory for scheduled, incremental ingestion.
• Centralized Storage – Consolidate structured and unstructured data in OneLake.
• Power BI Dashboards – Deliver interactive analytics for marketing, sales, and service KPIs.
• Governance & Security – Enforce role-based access, lineage tracking, and compliance controls.

Business Outcomes

• Real-time visibility across campaigns, pipelines, and customer interactions.
• Faster analytics with reduced manual reporting effort.
• Improved collaboration through Power BI’s secure sharing features.
• Future-ready foundation for AI and advanced analytics within Microsoft Fabric.

Deliverables

• Configured Fabric Data Factory pipelines for HubSpot and Five9.
• Unified OneLake data model (Lakehouse or Warehouse).
• Interactive Power BI dashboards tailored to business KPIs.
• Governance and role-based access configuration.
• Documentation and performance benchmarking report.

Free Proof of Concept (PoC)

We offer a Free PoC to demonstrate measurable results before full implementation.

PoC Scope

• Integrate a subset of HubSpot and Five9 data into Microsoft Fabric.
• Build a working Fabric pipeline and Power BI dashboard.
• Showcase latency reduction, automation, and analytic improvements.

PoC Deliverables

• Operational Fabric pipeline and dashboard sample.
• Comparative performance report.
• Roadmap for full-scale rollout.

Typical Timeline: 5–7 business days

Why Choose Us

• Microsoft Fabric & Power BI Experts – Deep technical experience with enterprise SaaS and analytics integrations.
• Industry Focus – Proven success in marketing, sales, and customer-experience analytics.
• Comprehensive Migration Framework – Covers design, ingestion, transformation, and governance.
• Enterprise-Grade Security – Fabric-based access control and compliance alignment.
• Funding Opportunities – We partner with Microsoft to evaluate ECIF and Azure Innovate eligibility, helping qualified customers offset deployment costs and accelerate project execution.
• Free PoC – Validate value and performance before full-scale rollout.