Connect Exact Sales to Airtable: Dashboards in Minutes

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Exact Sales
Airtable

Visualize Exact Sales Data in Airtable

Kondado creates a direct connection between Exact Sales and your Airtable workspace, allowing you to replicate sales engagement data without technical complexity. You simply select your data source, choose which pipelines to activate from the 17 available options covering leads, appointments, and sales activities, and define how frequently your Airtable bases should refresh to match your business rhythm.

This approach eliminates manual exports and gives your marketing and operations teams immediate access to lead information, appointment schedules, and sales activities within a flexible visual interface. Teams can track lead lifecycles, monitor sales representative performance, and analyze conversion patterns directly in Airtable to make faster decisions about resource allocation and campaign adjustments without waiting for technical support.

Kondado replicates Exact Sales data to Airtable on a configurable schedule, offering 17 pipelines including Leads, Sales Opportunities, and Calls, with update frequencies ranging from 5 minutes to daily, enabling non-technical teams to build custom sales dashboards without coding or intermediate databases.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

With your Exact Sales data flowing into Airtable, you can combine information from the Lead Lifecycle and Sales Opportunities pipelines to identify which prospecting stages generate the most revenue for your business. The Calls and Appointments pipelines allow managers to track interaction frequency and meeting outcomes alongside lead qualification data, creating a complete view of your sales engagement effectiveness. This combination helps operations teams spot bottlenecks in the funnel, optimize Sales Development Representative scheduling, and prioritize high-value prospects based on actual conversation history and pain points documented in your CRM, all within an interface that feels like a spreadsheet but functions like a database.

Try out all the features for free for 14 days

Exact Sales data available in Airtable

17
available pipelines
194
extractable fields

Available integrations

Integration Description
Appointments Includes fields such as id, lead_id, and salesrep_email, enabling tracking of scheduled meetings and their notes.
Activities Contains information about scheduled activities, including id, leadid, and status, facilitating the management of tasks related to leads.
Boxes Presents data such as id, leadid, and status, allowing management of meetings and their respective notes.
Lead Lifecycle Includes fields such as lead_id, origin_stage, and destination_stage, tracking the evolution of leads through the funnel.
Lead Stages Presents information such as id, active, and funnel_id, detailing the different stages a lead can go through.
Leads Contains data such as id, closing_forecast_date, and cnpj, providing a detailed profile of leads and their status in the funnel.
Discarded Leads Includes information about leads that have been discarded, with fields such as lead_id and discard_date, allowing analysis of losses.
Leads: Custom Fields Presents custom fields associated with leads, allowing for more detailed analysis tailored to specific needs.
Leads: Contacts Includes information about contacts associated with leads, with fields such as contacts_id and email, facilitating communication.
Leads: Pain Points Presents the main pain points identified in leads, allowing for a more effective approach in sales strategies.
Lead Qualifications Includes information about the lead such as id, description, and status, allowing for detailed analysis of qualifications and conversion potential.
Calls Records details of calls made, including id, lead_id, status, and date, facilitating tracking of interactions with leads.
Markets Provides information about different markets, including id and name, allowing segmentation and analysis of leads by sector.
Sales Opportunities Contains data on opportunities, including id, lead_id, and value, essential for assessing sales potential and prioritizing leads.
Sources and Sub-sources Presents information about lead sources, including id and name, helping to understand where leads come from and their effectiveness.
Sales Development Representatives (SDRs) Includes data on sales development representatives, such as id, name, and email, allowing for management and analysis of sales team performance.
Sales Representatives Contains information about sales representatives, including id, name, and email, essential for managing the sales team and their interactions with leads.
Appointments
Includes fields such as id, lead_id, and salesrep_email, enabling tracking of scheduled meetings and their notes.
Activities
Contains information about scheduled activities, including id, leadid, and status, facilitating the management of tasks related to leads.
Boxes
Presents data such as id, leadid, and status, allowing management of meetings and their respective notes.
Lead Lifecycle
Includes fields such as lead_id, origin_stage, and destination_stage, tracking the evolution of leads through the funnel.
Lead Stages
Presents information such as id, active, and funnel_id, detailing the different stages a lead can go through.
Leads
Contains data such as id, closing_forecast_date, and cnpj, providing a detailed profile of leads and their status in the funnel.
Discarded Leads
Includes information about leads that have been discarded, with fields such as lead_id and discard_date, allowing analysis of losses.
Leads: Custom Fields
Presents custom fields associated with leads, allowing for more detailed analysis tailored to specific needs.
Leads: Contacts
Includes information about contacts associated with leads, with fields such as contacts_id and email, facilitating communication.
Leads: Pain Points
Presents the main pain points identified in leads, allowing for a more effective approach in sales strategies.
Lead Qualifications
Includes information about the lead such as id, description, and status, allowing for detailed analysis of qualifications and conversion potential.
Calls
Records details of calls made, including id, lead_id, status, and date, facilitating tracking of interactions with leads.
Markets
Provides information about different markets, including id and name, allowing segmentation and analysis of leads by sector.
Sales Opportunities
Contains data on opportunities, including id, lead_id, and value, essential for assessing sales potential and prioritizing leads.
Sources and Sub-sources
Presents information about lead sources, including id and name, helping to understand where leads come from and their effectiveness.
Sales Development Representatives (SDRs)
Includes data on sales development representatives, such as id, name, and email, allowing for management and analysis of sales team performance.
Sales Representatives
Contains information about sales representatives, including id, name, and email, essential for managing the sales team and their interactions with leads.

Try out all the features for free for 14 days

How to create Exact Sales dashboards in Airtable

Visualize your data automatically — no spreadsheet exports or custom scripts.

1
Connect Exact Sales Source

Add Exact Sales as a data source in your Kondado account by entering your API credentials. This establishes the link to your sales engagement data without requiring any technical setup or intermediate storage.

2
Choose Airtable Destination

Select Airtable as your target platform and specify which base and table structure should receive the data. You can also send information to Google Sheets or BigQuery if you need additional reporting options.

3
Configure Refresh Schedule

Define how frequently your data updates, from every 5 minutes to daily, then build your visualizations using Airtable's interface. Your sales dashboards stay current automatically based on the schedule you selected, keeping your team aligned with the latest opportunity data.

Access Exact Sales data in Airtable and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

Visualize Exact Sales data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

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Frequently Asked Questions (FAQ)

Answers about visualizing Exact Sales data in Airtable automatically

How do I connect Exact Sales to Airtable without coding?
You simply add Exact Sales as a data source in Kondado, authenticate your account, and select Airtable as your destination. The platform manages the replication process, requiring no API knowledge or database configuration from your team.
What Exact Sales data can I visualize in Airtable?
You can access 17 different pipelines including Leads, Sales Opportunities, Calls, Appointments, and Lead Lifecycle stages. This allows you to build comprehensive views of your sales funnel, from initial prospecting through qualification to closed deals.
How often does Exact Sales data update in Airtable?
Kondado updates your Airtable bases on a configurable schedule that you control, with options ranging from every 5 minutes to daily intervals. You select the frequency based on how quickly your sales data changes and your reporting needs.
Can I track sales team performance in Airtable using Exact Sales data?
Yes, by combining the Sales Development Representatives and Sales Representatives pipelines with Calls and Lead Qualifications data, you can create dashboards showing activity rates, conversion metrics, and individual rep effectiveness.
How do I share Exact Sales reports with my team in Airtable?
Once your data is in Airtable, you can use the platform's built-in sharing features to distribute views with stakeholders. You can also send data to Google Sheets or Power BI if colleagues prefer those tools.
What KPIs should I monitor when visualizing Exact Sales data in Airtable?
Focus on lead velocity through your funnel stages, appointment show rates from the Appointments pipeline, and opportunity conversion rates from Sales Opportunities data. Tracking these metrics helps identify which prospecting activities actually drive revenue.
Do I need an intermediate database to connect Exact Sales to Airtable?
No, Kondado uses a direct integration approach that sends data straight from Exact Sales to Airtable without requiring intermediate databases or complex infrastructure. This means your teams can start visualizing data immediately without IT involvement.

Try out all the features for free for 14 days