Connecting your Ploomes CRM to Alteryx enables you to transform complex sales information into clear visual insights without technical complexity. With Kondado, you replicate data from Ploomes directly into Alteryx on a configurable schedule, eliminating manual CSV exports and ensuring your analysis stays current. Simply select Ploomes as your data source, choose Alteryx as your destination, and define which pipelines you need for your reports. Your sales team can then build custom dashboards tracking deal progression, client segmentation, and revenue performance using fresh, automatically updated data. This connection helps business users spot trends in quote-to-cash cycles, identify bottlenecks in sales funnels, and monitor team productivity without waiting for IT support. You can update your data every 5 minutes, hourly, or daily depending on your business needs.
Kondado provides a direct integration between Ploomes and Alteryx with 36 available pipelines including Deals, Clients, and Sales, requiring no intermediate databases or coding.
Each item below is automatically replicated by Kondado from Ploomes into Alteryx — 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.
With Alteryx visualization capabilities combined with Ploomes sales data, you can create comprehensive views of your commercial operations. Analyzing the Deals pipeline alongside Deal Stages and Deal Loss Reasons helps you understand where opportunities stall and why contracts fail to close. You can correlate Client ratings and Segments with Sales Products performance to identify which customer profiles drive the most revenue. This combination enables sales managers to forecast accurately, optimize proposal approval workflows, and allocate resources to the highest-value opportunities. Marketing teams benefit from tracking Client Sources to measure campaign effectiveness, while operations teams monitor Task completion rates against sales outcomes.
Try out all the features for free for 14 days
How to create Ploomes dashboards in Alteryx
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Add Ploomes as Your Data Source
Log into Kondado and select Ploomes from the available sources, then authenticate your account to establish the connection. Choose from 36 available pipelines including Deals, Clients, and Sales to determine which data flows into your reports.
2
Choose Alteryx as Destination
Select Alteryx from the destination options to route your Ploomes data directly into your analytics environment. This creates a seamless flow without requiring intermediate storage or complex technical configuration.
3
Build Dashboards and Set Schedule
Configure your data refresh schedule to keep information current, then use Alteryx to create visual reports tracking sales performance. Your dashboards update automatically based on the frequency you selected, ensuring decisions rely on the latest Ploomes data.
Try out all the features for free for 14 days
Access Ploomes data in Alteryx 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 Alteryx automatically
How do I connect Ploomes to Alteryx using Kondado?▼
Start by adding Ploomes as a data source in your Kondado account, then select Alteryx as your destination. Choose the specific pipelines you need, such as Deals or Clients, and set your preferred update frequency. The connection requires no coding or intermediate databases, so you can begin visualizing data within minutes.
What sales KPIs can I track in Alteryx with Ploomes data?▼
You can monitor conversion rates between deal stages, average sales cycle length, win or loss ratios using the Deal Loss Reasons pipeline, and revenue per client segment. Track proposal approval times and team productivity metrics by analyzing Tasks and Interaction Records alongside closed sales data.
How often does Ploomes data update in Alteryx?▼
You configure the update schedule based on your business needs, choosing intervals from every 5 minutes to daily updates. This ensures your Alteryx reports reflect recent sales activities, new client acquisitions, and updated deal values without manual refreshing.
Can I build a sales funnel dashboard in Alteryx with Ploomes data?▼
Yes, combine the Deals, Deal Stages, and Sales Stages pipelines to create visual funnel representations showing opportunity progression. You can identify bottlenecks at specific stages and analyze conversion rates between proposals and closed contracts.
Do you offer pre-built report templates for Ploomes and Alteryx?▼
Instead of pre-built templates, Kondado provides access to 36 pipelines with 275 fields, allowing you to build custom dashboards tailored to your specific sales processes. You design reports focusing on the metrics that matter most to your team, from client acquisition to contract completion.
How can I share Alteryx dashboards with my sales team?▼
Once you create dashboards in Alteryx, you can distribute them through Alteryx Server or export insights to Google Sheets and Power BI for broader access. Your team accesses current sales metrics without needing direct access to Ploomes.
What Ploomes data is available for visualization in Alteryx?▼
Kondado offers 36 pipelines including Clients, Deals, Sales, Products, Proposals, and Tasks. You can visualize client segmentation, deal progression, product performance, and team activity to gain complete visibility into your commercial operations.
Can I combine Ploomes data with other sources in Alteryx?▼
Absolutely. You can blend Ploomes sales data with information from PostgreSQL, BigQuery, or other destinations to create unified reports. This allows you to correlate CRM activities with financial data or marketing campaign results for comprehensive business intelligence.
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