Dashboards in minutes

Connect NectarCRM to BIMachine: Dashboards in Minutes

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Connect NectarCRM to BIMachine

How to visualize NectarCRM data in BIMachine? Kondado provides a direct connection that lets you replicate your CRM information into beautiful dashboards without technical complexity. Business teams can track sales performance, monitor opportunity pipelines, and analyze customer interactions using automated data flows that keep information current on a configurable schedule.

9
available pipelines
409
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect NectarCRM now →

Try out all the features for free for 14 days

Kondado connects NectarCRM to BIMachine through a direct integration requiring no intermediate databases or coding, allowing business users to build sales dashboards with data updated every 5 minutes, 15 minutes, hourly, or daily based on their operational needs.

With this setup, marketing and operations teams gain immediate visibility into funnel metrics and customer engagement patterns. You can monitor appointment schedules, track proposal success rates, and measure qualification progress without manual exports or spreadsheet juggling. The automated replication ensures your reports always reflect the latest CRM activities, enabling faster decision-making for sales acceleration and customer relationship management.

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

NectarCRM data available in BIMachine

Each item below is automatically replicated by Kondado from NectarCRM into BIMachine — no schema setup, no manual mapping.

9
available pipelines
409
extractable fields
∞
Auto-refresh

Available integrations

Appointments
Scheduled appointments with fields such as id, subject, and creation date, along with client information like name and email.
Contacts
Registered contacts with data such as id, active status, and communication information including email and phone.
Opportunities
Sales opportunities with fields such as id, total discount value, and status, along with information about the sales funnel.
Opportunities: Products
Products associated with opportunities, including opportunity id, quantity of products, and opportunity temperature.
Opportunities: Proposals
Proposals linked to opportunities, with fields such as id, feedback, and feedback date, along with author information.
Pipelines (Sales Funnels)
Sales funnels with information about stages and status of opportunities, allowing visualization of sales progress.
Products
Available products with fields such as id, name, and description, along with information about prices and categories.
Qualifications
Qualifications of contacts and opportunities, including fields such as id, status, and notes on performance.
Tasks
Assigned tasks with fields such as id, description, and status, along with information about responsible parties and deadlines.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

Combining NectarCRM with BIMachine unlocks powerful visibility into your sales operations. By accessing pipelines like Opportunities, Appointments, and Pipelines (Sales Funnels), managers can create comprehensive views showing exactly where prospects stand in the buying journey. Track how many appointments convert to qualified opportunities, monitor proposal feedback trends, and identify which funnel stages need attention.

This data combination helps teams spot bottlenecks in the sales process and understand product performance within deals. Visualizing Opportunities: Products alongside core opportunity data reveals which offerings drive revenue, while Tasks data ensures team accountability. These insights enable precise forecasting and resource allocation decisions that directly impact revenue growth and customer acquisition efficiency.

Try out all the features for free for 14 days

How to create NectarCRM dashboards in BIMachine

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

1
Connect your NectarCRM account

Add NectarCRM as a data source by entering your CRM credentials into Kondado. Select the specific pipelines you want to replicate, such as Opportunities, Contacts, or Tasks, to begin the automated data flow.

2
Select BIMachine as destination

Choose BIMachine from the available visualization tools to receive your CRM data directly. This direct integration eliminates the need for intermediate databases or complex technical configuration.

3
Configure refresh and build dashboards

Set your preferred update frequency from 5 minutes to daily intervals, then start creating custom reports in BIMachine. Combine data from multiple pipelines like Pipelines (Sales Funnels) and Opportunities: Products to visualize sales performance and track revenue opportunities.

Access NectarCRM data in BIMachine 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 NectarCRM data in other BI tools

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

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

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Frequently Asked Questions (FAQ)

Answers about visualizing NectarCRM data in BIMachine automatically

How do I configure the NectarCRM connection for BIMachine without technical setup? ▼
Start by adding NectarCRM as your data source in Kondado using your CRM credentials. Select BIMachine as your destination and choose the specific pipelines you want to visualize, such as Opportunities or Contacts. The direct integration requires no database configuration or coding knowledge.
What types of sales dashboards can I create using NectarCRM data in BIMachine? ▼
You can build custom dashboards tracking sales funnel progression, appointment conversion rates, and proposal feedback trends. Combine data from Opportunities, Pipelines (Sales Funnels), and Appointments to visualize pipeline velocity and identify which stages require immediate attention from your sales team.
How frequently does my NectarCRM data refresh in BIMachine? ▼
You control the update schedule based on your business needs, choosing intervals from every 5 minutes to daily updates. This configurable automation ensures your BIMachine reports reflect recent CRM activities without manual data exports or spreadsheet maintenance.
Which specific sales KPIs can I track by connecting NectarCRM to BIMachine? ▼
Monitor opportunity win rates, average deal size from the Opportunities: Products pipeline, task completion rates, and qualification status trends. Track proposal feedback dates to measure response times and analyze appointment-to-opportunity conversion ratios for complete funnel visibility.
Can I share BIMachine reports with team members who don't have NectarCRM access? ▼
Yes, once you build dashboards in BIMachine, you can distribute insights to stakeholders regardless of their CRM permissions. This allows marketing teams and executives to view sales performance metrics without requiring individual NectarCRM licenses or direct system access.
What NectarCRM information is available for visualization through Kondado? ▼
You can access nine data pipelines including Contacts, Opportunities, Appointments, Tasks, and Products. This covers customer communication details, sales funnel stages, scheduled meetings, assigned tasks, and product associations within opportunities for comprehensive business intelligence.
Do I need a separate database to store NectarCRM data before visualizing in BIMachine? ▼
No, Kondado's direct integration sends data straight to BIMachine without requiring intermediate storage or complex infrastructure. This eliminates the need for database management while ensuring your visualization tool receives structured CRM information automatically.

Try out all the features for free for 14 days