Kondado makes it simple to bring your Ploomes CRM data into Airtable without writing a single line of code. You connect your Ploomes account as a data source, select Airtable as your destination, and choose which information to replicate. Within minutes, your sales records, client details, and deal progress appear in Airtable as organized bases ready for visualization and team collaboration.
Once connected, your data refreshes on a configurable schedule that you control, whether every 15 minutes or daily. This means your operations team always works with current information when tracking sales performance, analyzing deal stages, or managing client relationships across multiple pipelines. You can create custom views, build relational databases linking Clients to Deals, and share insights across departments without needing technical assistance or complex setup processes.
Kondado provides a direct integration between Ploomes and Airtable, replicating 275 fields across 36 pipelines including Deals, Clients, and Sales data on a configurable schedule with no intermediate databases required.
Each item below is automatically replicated by Kondado from Ploomes into Airtable — no schema setup, no manual mapping.
36
available pipelines
275
extractable fields
∞
Auto-refresh
Available integrations
Positions
Table contains information about positions, including id, name, and associated user profile.
Cities
Table presents data about cities, including id, name, and associated state.
Cities: states
Table provides information about states related to cities, including id and state name.
Cities: countries
Table contains data about countries associated with cities, including id and country name.
Clients (companies and individuals)
Table presents information about clients, including id, name, email, and status.
Clients: ratings
Table provides data about client ratings, including id and rating name.
Clients: sources
Table contains information about client sources, including id and source name.
Clients: relationships
Table presents data about relationships between clients, including id and relationship type.
Clients: segments
Table provides information about client segments, including id and segment name.
Clients: status
Table contains data about client status, including id and status description.
Client Types
Includes fields such as id and name, allowing categorization of clients into different types for better management.
Departments
Contains fields such as id and name, facilitating the organization and structuring of departments within the company.
Documents
Presents fields such as id and filename, allowing management of documents associated with clients and sales.
Currencies
Includes fields such as id and currency, essential for financial management and conversion of values in different currencies.
Deals
Has fields such as id, ordernumber, and amount, allowing tracking and analysis of completed sales.
Deal Stages
Includes fields such as id, name, and ordination, which help define the progression of deals through different stages.
Deal Funnels
Presents fields that allow visualization and management of different sales funnels and their stages.
Deal Loss Reasons
Includes fields such as id and name, helping to identify and analyze the reasons why deals were not closed.
Deal Status
Presents fields that indicate the current status of deals, allowing better tracking of progress.
Products
Contains fields such as id and name, essential for managing and categorizing the products offered.
Product Groups
Includes fields such as id, name, and description, allowing for the categorization of products into specific groups for better organization and analysis.
Product Families
Contains fields such as id, name, and group_id, facilitating the organization of products into related families for more efficient management.
Proposals
Presents fields such as id, filename, and approval status, allowing for the management and tracking of proposals sent to clients.
Proposal Products
Includes fields such as proposal_id, product_id, and quantity, detailing the products included in each proposal for accurate tracking.
Proposal Approval Status
Contains fields such as id and name, allowing for the categorization of different approval statuses for submitted proposals.
Interaction Records
Includes fields such as id, type, and date, recording interactions made with clients for relationship analysis.
Tasks
Presents fields such as id, name, and status, allowing for effective management of tasks assigned to users within the platform.
Task Recurrence Intervals
Contains fields such as id and frequency, defining the periodicity of tasks for better work organization.
Task Types
Includes fields such as id and name, categorizing tasks into different types for easier management.
Email Reminder Types
Presents fields such as id and description, allowing the configuration of different types of email reminders for users.
Users
Table contains information about users, including fields such as id, name, and email, as well as role id and profile id.
User Suspension Reasons
Table lists the reasons for user suspension, with fields such as id and name, along with comments on the suspension.
User Profiles
Table presents user profiles, including fields such as id, name, and avatar url, along with phone and user language.
Sales
Table contains data on sales, including fields such as id, order number, date, customer id, and total sale amount.
Sales Stages
Table lists sales stages, with fields such as id, name, icon, and ordination of stages within a funnel.
Sales Products
Table contains information on sold products, including fields such as order id, product id, and quantity, along with unit price and discount.
Combining Ploomes sales data with Airtable’s flexible interface gives business teams powerful ways to track complex sales processes. By replicating the Deals pipeline alongside Clients and Sales Products data, you can create relational bases that show exactly which products appear in each proposal and how deals progress through your custom funnels. This visibility helps sales managers identify bottlenecks and forecast revenue accurately.
You can also analyze client interactions and team tasks to understand relationship patterns and monitor productivity across departments. These combined insights enable faster decision making without switching between platforms or manually consolidating information from different areas of your CRM.
Try out all the features for free for 14 days
How to create Ploomes dashboards in Airtable
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Ploomes as data source
Add Ploomes to your Kondado account by entering your API credentials in the visual interface. Select which pipelines like Deals, Clients, or Sales Products you want to replicate to your destination.
2
Choose Airtable as your destination
Select Airtable from the available destinations and specify the base where your Ploomes data should appear. Organize your chosen pipelines into structured views within Airtable to create clear visualizations of your CRM information.
3
Configure refresh and build reports
Set your preferred update frequency from 5 minutes to daily, then create custom views and reports in Airtable. Share these insights with your team to track sales performance and client relationships without manual data entry.
Try out all the features for free for 14 days
Access Ploomes 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!
Answers about visualizing Ploomes data in Airtable automatically
How do I connect my Ploomes account to Airtable using Kondado?▼
Start by adding Ploomes as a data source in your Kondado account and authenticate with your credentials. Then select Airtable as your destination, choose which pipelines you want to replicate, and configure your update schedule. The entire setup takes minutes and requires no coding or technical configuration.
What sales KPIs can I track in Airtable using my Ploomes data?▼
You can build custom reports tracking win rates by deal stage, average sales cycle length, revenue by product group, and conversion rates from proposal to closed sale. Create views that show team performance metrics and identify which client segments generate the highest value deals. These insights help managers make data-driven decisions about resource allocation and sales strategy.
How frequently does Ploomes data update in Airtable?▼
You control the refresh schedule based on your business needs, with options ranging from every 5 minutes to daily updates. This configurable schedule ensures your sales team always works with current deal information without manual exports. You can adjust the frequency anytime as your reporting requirements change.
Can I combine Ploomes data with information from other platforms in Airtable?▼
Yes, Kondado connects over 80 different data sources that you can replicate to the same Airtable base. Send your marketing data from Google Sheets or financial metrics from BigQuery alongside your CRM information. This creates unified dashboards that show complete business performance across departments.
Do I need technical skills to set up the Ploomes to Airtable connection?▼
No technical expertise is required to replicate your data using Kondado's visual interface. The platform handles all data formatting and synchronization automatically through a direct integration. Business users can configure connections and build reports without writing SQL queries or managing APIs.
What types of Ploomes data can I visualize in Airtable besides deals?▼
You can replicate 36 different pipelines including Tasks, Interaction Records, Proposals, Client Segments, and Sales Products. This allows you to build comprehensive views showing which team members handle specific clients, what products appear in active proposals, and how interactions correlate with deal progress. These relationships help identify patterns in your sales process.
How can I share Ploomes insights with my team using Airtable?▼
Airtable's built-in sharing features let you distribute dashboards and reports to stakeholders through shared views or interfaces. Your team can collaborate on sales forecasts and client management without needing individual Ploomes licenses. You control permissions to ensure each department sees relevant data while maintaining data consistency across the organization.
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