Dashboards in minutes

Connect RDStation CRM to Alteryx: Dashboards in Minutes

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Connect RDStation CRM to Alteryx

Kondado helps you replicate data from RDStation CRM directly into Alteryx without intermediate databases or complicated configuration. You simply select RDStation CRM as your data source, choose the pipelines you need, and start creating visual reports that turn sales records into clear business insights. Your data refreshes on a configurable schedule, whether every five minutes or once a day, keeping your sales and marketing teams aligned with current deal flow performance and customer interactions.

9
available pipelines
189
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect RDStation CRM now →

Try out all the features for free for 14 days

With Kondado, you get nine ready-to-use pipelines from RDStation CRM spanning 189 fields, including Deals, Contacts, Companies, and Tasks, delivered directly into Alteryx for immediate analysis and decision-making.

By combining your Brazilian sales management data with Alteryx visualization capabilities, business users can track opportunity progress, monitor team productivity, and spot negotiation trends without writing any code. Marketing and operations teams gain a complete view of the customer journey, from first contact to closed deal, enabling smarter daily choices.

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

Try out all the features for free for 14 days

Available data

RDStation CRM data available in Alteryx

Each item below is automatically replicated by Kondado from RDStation CRM into Alteryx — no schema setup, no manual mapping.

9
available pipelines
189
extractable fields
∞
Auto-refresh

Available integrations

Notes
Activity records with fields like id, user_id, and date, enabling tracking of interactions and observations related to deals.
Custom Fields
Definitions of custom fields with fields like id, label, and type, allowing customization of contact and deal data.
Contacts
Contact data with fields like id, name, and organization_id, providing essential information about each contact and their associations.
Companies
Information about companies with fields like id and name, allowing identification and management of organizations associated with contacts.
Deals
Deal data with fields like id, value, and status, allowing tracking of the progress and status of each deal.
Deals: Stage History
History of deal stages with fields like deal_id and date, allowing analysis of the evolution of opportunities over time.
Products
Product information with specific fields, allowing management and tracking of items offered in deals.
Tasks
Task records with fields like id and due_date, facilitating the organization and tracking of activities related to contacts and deals.
Users
User data with fields like id, name, and created_at, allowing management of permissions and information of platform users.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

When you bring RDStation CRM information into Alteryx, you unlock practical insights that help managers make confident decisions. The Deals pipeline shows exactly where each opportunity stands, while the Deals: Stage History pipeline reveals how long prospects stay in each phase of your sales process. Meanwhile, the Contacts and Companies pipelines let you analyze customer profiles alongside deal values to spot your most profitable segments.

Alteryx turns these combined datasets into intuitive charts that highlight team performance. You can see which reps are closing the most value, where negotiations slow down, and which products drive the biggest results. This visibility helps Brazilian agencies and SMBs optimize follow-ups and standardize winning behaviors across the sales operation.

Try out all the features for free for 14 days

How to create RDStation CRM dashboards in Alteryx

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

1
Add RDStation CRM to Kondado

In your Kondado account, select RDStation CRM as your data source and enter your login credentials to establish the connection. Choose the pipelines you want to replicate, such as Deals, Contacts, or Tasks, so Alteryx receives the exact information your team needs.

2
Choose Alteryx as destination

Set Alteryx as the destination for your data and let Kondado handle the direct delivery without any intermediate storage. The Via Kondado connection keeps your setup simple, so you can move straight to analyzing your sales records.

3
Create dashboards and schedule updates

Open your data in Alteryx to create visual reports that track deal value, stage history, and team performance. Then return to Kondado to set your preferred refresh schedule, keeping your dashboards updated automatically on a configurable schedule.

Access RDStation CRM 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!

55pbx
55pbx
ActiveCampaign
ActiveCampaign
Google Ads
Google Ads
Amazon S3
Amazon S3
api4com
api4com
Apple App Store
Apple App Store
ASAAS
ASAAS
AWS CloudWatch Metrics
AWS CloudWatch Metrics
Azure Table Storage
Azure Table Storage
BigQuery
BigQuery
Bing
Bing
Bitrix24 CRM
Bitrix24 CRM
Bling!
Bling!
Blip (take)
Blip (take)
ClickUp
ClickUp
Clockify
Clockify
ContaAzul
ContaAzul
Criteo
Criteo
E-goi
E-goi
EADBOX
EADBOX
Exact Sales
Exact Sales
Facebook Ads
Facebook Ads
Facebook
Facebook
Fatura Simples
Fatura Simples
Freshdesk
Freshdesk
FTP
FTP
Google Analytics GA4
Google Analytics GA4
Google Cloud Storage
Google Cloud Storage
Google Play Store
Google Play Store
Google Search Console
Google Search Console
Google Sheets
Google Sheets
Granatum
Granatum
Hi Platform
Hi Platform
Hotmart
Hotmart
Hubspot
Hubspot
Huggy
Huggy
InfluxDB v1
InfluxDB v1
Infusionsoft (Keap)
Infusionsoft (Keap)
Instagram Ads
Instagram Ads
Instagram
Instagram
Jira
Jira
Linkedin
Linkedin
Loja Integrada
Loja Integrada
MailChimp
MailChimp
Mandrill
Mandrill
Mautic
Mautic
Meetime
Meetime
Mercado Libre
Mercado Libre
Meta Ads
Meta Ads
Microsoft Ads
Microsoft Ads
Microsoft Advertising
Microsoft Advertising
Mixpanel
Mixpanel
monday.com
monday.com
MongoDB
MongoDB
Movidesk
Movidesk
MySQL (& MariaDB)
MySQL (& MariaDB)
NectarCRM
NectarCRM
Notion
Notion
Nuvemshop (Tiendanube)
Nuvemshop (Tiendanube)
Olist Tiny
Olist Tiny
Omie
Omie
Oracle
Oracle
Pagar.me
Pagar.me
Pinterest Ads
Pinterest Ads
Pipedrive
Pipedrive
Pipefy
Pipefy
PipeRun
PipeRun
Ploomes
Ploomes
PostgreSQL
PostgreSQL
Pushwoosh
Pushwoosh
RDStation CRM
RDStation CRM
RDStation
RDStation
Recruiterbox
Recruiterbox
Salesforce Marketing Cloud (Exact Target)
Salesforce Marketing Cloud (Exact Target)
Salesforce
Salesforce
SenseData
SenseData
Shopify
Shopify
SQLServer
SQLServer
Stilingue
Stilingue
Superlogica
Superlogica
Sympla
Sympla
Taboola
Taboola
Tangerino
Tangerino
TikTok Ads
TikTok Ads
TikTok Organic
TikTok Organic
Tiny ERP
Tiny ERP
Toggl
Toggl
Tray
Tray
Trello
Trello
Twilio
Twilio
VNDA
VNDA
VTEX
VTEX
Wake Commerce
Wake Commerce
Webhook
Webhook
Wootric
Wootric
WordPress
WordPress
X Ads
X Ads
YouTube
YouTube
Zeeng
Zeeng
Zendesk Chat (Zopim)
Zendesk Chat (Zopim)
Zendesk
Zendesk

Visualize RDStation CRM data in other BI tools

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

Airtable
RDStation CRM > Airtable
Alteryx
RDStation CRM > Alteryx
Amazon Quicksight
RDStation CRM > Amazon Quicksight
BIMachine
RDStation CRM > BIMachine
Cortex
RDStation CRM > Cortex
Data Studio
RDStation CRM > Data Studio
Geckoboard
RDStation CRM > Geckoboard
Grafana
RDStation CRM > Grafana
IBM Cognos Analytics
RDStation CRM > IBM Cognos Analytics
Klipfolio
RDStation CRM > Klipfolio
Looker Studio
RDStation CRM > Looker Studio
Looker
RDStation CRM > Looker
Looqbox
RDStation CRM > Looqbox
Metabase
RDStation CRM > Metabase
Microstrategy
RDStation CRM > Microstrategy
Pentaho
RDStation CRM > Pentaho
Power BI
RDStation CRM > Power BI
Qlik Cloud Analytics
RDStation CRM > Qlik Cloud Analytics
Qlik Sense
RDStation CRM > Qlik Sense
Qlik
RDStation CRM > Qlik
QlikView
RDStation CRM > QlikView
Redash
RDStation CRM > Redash
Superset
RDStation CRM > Superset
Tableau
RDStation CRM > Tableau
BI TOTVS
RDStation CRM > BI TOTVS
Zoho Analytics
RDStation CRM > Zoho Analytics

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in Alteryx automatically

How do I connect RDStation CRM to Alteryx using Kondado? ▼
Start by adding RDStation CRM as a data source in your Kondado account and authenticate with your credentials. Then choose Alteryx as your destination, pick the pipelines you want to replicate, and define your update schedule. Kondado delivers the data via a direct connection, so you do not need to manage intermediate databases or manual exports.
What kind of dashboards can I build with RDStation CRM data in Alteryx? ▼
You can create reports that track sales funnel velocity, team productivity, and deal conversion rates using fields from the Deals and Tasks pipelines. Many teams also build customer segmentation views by combining the Contacts and Companies pipelines to see which organization types generate the most revenue. These visualizations help managers allocate resources and coach reps with concrete numbers.
How often does my RDStation CRM data update in Alteryx? ▼
You choose the update rhythm inside Kondado, selecting a frequency that matches your sales cycle and reporting needs. Once set, Alteryx receives automated refreshes on that schedule, so your reports stay current without manual rebuilding. This keeps your operations and marketing teams aligned with the latest deal activity.
Which KPIs should I track when visualizing RDStation CRM in Alteryx? ▼
Focus on metrics like average time per stage using the Deals: Stage History pipeline, win rate by rep from the Deals pipeline, and outstanding tasks by priority from the Tasks pipeline. You can also monitor total deal value and product mix from the Products pipeline to understand what is driving your monthly revenue. These indicators reveal where to invest coaching effort and adjust pricing strategy.
Does Kondado offer ready-made dashboards for RDStation CRM? ▼
Yes, Kondado provides pre-built report templates including the RD Station CRM Looker Studio Report and the RD Station CRM Power BI Report. If your team uses Looker Studio or Power BI, you can launch these templates quickly and customize them to your workflow. They are designed to highlight the same sales metrics you can also analyze inside Alteryx.
Can I share my Alteryx reports with colleagues who do not use RDStation CRM? ▼
Absolutely. Once you build your visualizations in Alteryx, you can publish and share reports with stakeholders across marketing, finance, and leadership. Colleagues see the insights without needing direct access to your CRM, which simplifies weekly reviews and strategic planning meetings. This makes it easy to keep everyone aligned on sales goals.
Is there a way to send RDStation CRM data to other tools besides Alteryx? ▼
Yes, Kondado supports multiple destinations, so you can replicate the same pipelines to Power BI, Google Sheets, BigQuery, or PostgreSQL in addition to Alteryx. Many agencies maintain dashboards in several platforms to serve different audiences. You simply create additional destinations in Kondado and route your data where it is most useful.

Try out all the features for free for 14 days