Connect RDStation CRM to Alteryx: Dashboards in Minutes

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Visualize RDStation CRM Data in 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.

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

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.

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RDStation CRM data available in Alteryx

available pipelines

189

extractable fields

Available integrations

Integration	Description
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.

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.

See all available data →

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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

Get started for free

Get started for free

Get started for free

Connect RDStation CRM to Alteryx: Dashboards in Minutes

Get started for free

Visualize RDStation CRM Data in Alteryx

RDStation CRM data available in Alteryx

Available integrations

How to create RDStation CRM dashboards in Alteryx

Add RDStation CRM to Kondado

Choose Alteryx as destination

Create dashboards and schedule updates

Access RDStation CRM data in Alteryx and combine it with dozens of other data sources

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