Connect Ploomes to Alteryx: Dashboards in Minutes
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Visualize Ploomes Data in Alteryx with Kondado
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.
Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required
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
Ploomes data available in Alteryx
36
available pipelines
275
extractable fields
Available integrations
| Integration | Description |
|---|---|
| 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. |
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.
Try out all the features for free for 14 days
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