Connect Drift to Power BI for Unbiased Marketing Insights

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What is Drift?

Drift is a leading conversational marketing platform that helps enterprise companies engage with their customers through real-time messaging, chatbots, and personalized communication. By utilizing Drift, businesses can improve customer experience, generate qualified leads, and accelerate sales cycles. Implementing Drift allows organizations to streamline their communication processes and make data-driven decisions to optimize their marketing efforts.

What is Power BI?

Power BI is a powerful business intelligence and data visualization tool designed for enterprise companies. It enables organizations to analyze and visualize data from various sources, providing insights that drive better decision-making. With Power BI, businesses can create interactive dashboards, generate custom reports, and share insights across their organization. By leveraging the capabilities of Power BI, companies can gain a competitive edge through data-driven decision-making and streamlined reporting processes.

Connecting Drift to Power BI

  • Start by exporting the data from Drift: Navigate to the desired conversation or report in Drift, then export the data as a CSV or Excel file. This file will be used as the source for importing data into Power BI.
  • Import the Drift data into Power BI: Open Power BI and click on "Get Data," then select "File" and choose the exported Drift file. Follow the prompts to import the data into your Power BI workspace.
  • Prepare the data for visualization: Power BI offers various data transformation and cleaning tools to ensure the data is ready for visualization. You may need to modify the data format, remove unnecessary columns, or merge data from multiple sources.
  • Create visualizations and dashboards: With the data in Power BI, you can now create various visualizations, such as charts, tables, and maps, to gain insights from the Drift data. You can also create interactive dashboards to share with your team or organization.
  • Set up data refresh: To ensure the Drift data in Power BI stays up-to-date, you can schedule data refreshes. This will automatically update the visualizations and dashboards with the latest data from Drift.
  • Alternatively, consider using Improvado for a more efficient and scalable solution to connect Drift to Power BI. This advanced marketing analytics platform provides a complete data pipeline, from data extraction to transformation and visualization, making it easier to centralize and analyze your marketing data.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Drift to Power BI with Improvado

Improvado is the optimal solution for connecting Drift to Power BI, as it simplifies and automates the entire data integration process. By using Improvado, you can easily extract, transform, and normalize data from Drift and other marketing data sources, then seamlessly import it into Power BI for visualization and analysis. With Improvado, you'll have access to a comprehensive data dictionary, which includes all the metrics and dimensions available for automatic extraction from Drift.

Improvado's platform is designed for scalability and customization, ensuring that even large-scale enterprise organizations can process and centralize vast volumes of marketing and sales data. Additionally, Improvado provides high-quality customer support, ensuring that your data integration process is smooth and efficient from start to finish.

Summary of connection Drift to Power BI

In summary, connecting Drift to Power BI can be a complex and time-consuming process, but it's made easier and more efficient with Improvado. This advanced marketing analytics platform simplifies the data integration process, allowing you to centralize, analyze, and visualize your marketing data in Power BI with ease. By choosing Improvado, you'll benefit from its scalability, customization, high-quality customer support, and ability to process large volumes of data, ensuring that you can make the most out of your Drift and Power BI integration. To learn more about how Improvado can help your organization, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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