Connect your Ploomes CRM to BIMachine using Kondado’s direct integration and transform your complex sales data into clear, actionable visualizations. With our no-code platform, you can replicate information from your CRM, deals, quotes, and client interactions directly into BIMachine without technical complexity, intermediate databases, or IT support. Simply select Ploomes as your data source, choose BIMachine as your destination, and start building reports that help your sales team track performance, monitor pipeline health, and make informed decisions based on automatically updated information.
Kondado connects Ploomes to BIMachine via a direct “Via Kondado” connection, allowing business teams to visualize 36 data pipelines including Deals, Clients, and Sales on a configurable schedule ranging from every 5 minutes to daily updates, with no coding or database management required.
Each item below is automatically replicated by Kondado from Ploomes into BIMachine — 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.
When you combine Ploomes sales data with BIMachine’s visualization capabilities, you unlock powerful insights into your commercial operations. Analyze your Deals pipeline to track conversion rates across different stages, monitor client acquisition trends through the Clients data, and evaluate product performance using Sales and Sales Products information. This combination empowers sales managers to identify bottlenecks in their funnels, understand which client segments drive the most revenue, and optimize their proposal strategies based on actual performance metrics rather than intuition.
Try out all the features for free for 14 days
How to create Ploomes dashboards in BIMachine
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Ploomes as your data source
Add Ploomes to your Kondado account by entering your access credentials and selecting the specific pipelines you need, such as Deals, Clients, or Sales data.
2
Select BIMachine as destination
Choose BIMachine from the available destinations and configure the connection to receive your Ploomes data directly without intermediate databases or complex technical setup.
3
Configure refresh schedule and build dashboards
Set your preferred update frequency, from every 5 minutes to daily, then start creating visualizations in BIMachine using your replicated sales data to track performance and drive decisions.
Try out all the features for free for 14 days
Access Ploomes 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!
Answers about visualizing Ploomes data in BIMachine automatically
How do I set up the Ploomes to BIMachine connection?▼
Start by adding Ploomes as a data source in your Kondado account using your existing credentials. Then select BIMachine as your destination and choose which pipelines you want to replicate, such as Deals, Clients, or Sales. The setup requires no coding or IT support, and your data begins replicating automatically once configuration is complete.
What sales KPIs can I track from Ploomes in BIMachine?▼
You can monitor essential metrics including deal conversion rates by stage, sales cycle duration, and win/loss ratios using the Deal Loss Reasons pipeline. Track proposal approval rates and product performance through the Sales Products pipeline to identify your best-performing offerings. These insights help sales teams optimize their strategies and focus on high-value opportunities.
How often does Ploomes data update in BIMachine?▼
Kondado offers flexible refresh schedules that you configure based on your business needs, ranging from every 5 minutes for near-real-time monitoring to daily updates for periodic reporting. You can adjust the frequency anytime as your requirements change. This ensures your BIMachine reports always reflect current sales activities without manual data entry.
Can I share Ploomes dashboards with my sales team in BIMachine?▼
Yes, once you build your dashboards in BIMachine, you can share them with team members, stakeholders, or clients through BIMachine's native sharing features. Your colleagues will see the same updated Ploomes data you see, ensuring everyone works with consistent information. This promotes alignment across sales, marketing, and operations teams when reviewing performance metrics.
Do I need technical skills to connect Ploomes to BIMachine?▼
No technical expertise is required to establish the connection or manage the data flow between these platforms. Kondado's interface guides you through selecting pipelines and setting update schedules using simple point-and-click actions. Business users, sales managers, and marketing teams can set up and maintain the connection independently without developer assistance.
What custom dashboards can I build with Ploomes data in BIMachine?▼
You can create comprehensive sales performance dashboards tracking funnel progression through Deal Stages, client relationship histories using Interaction Records, and task completion rates. Build revenue analysis views combining Sales data with Products information, or create client health scorecards using Client ratings and segments. The 36 available pipelines support unlimited custom reporting configurations tailored to your specific business questions.
Can I combine Ploomes data with other sources in BIMachine?▼
Yes, you can send additional data sources to BIMachine alongside your Ploomes information to create comprehensive business views. Connect marketing data from Google Sheets, financial records from BigQuery, or operational databases from PostgreSQL to correlate with your sales activities. This multi-source approach enables holistic reporting that connects CRM performance with broader business metrics.
'%3E%3Cpath d='M51,41a9.978,9.978,0,0,0-7.857,3.835L22.648,34.588a9.69,9.69,0,0,0,0-5.176l20.5-10.247a10.1,10.1,0,1,0-1.791-3.577L20.857,25.835a10,10,0,1,0,0,12.33L41.352,48.412A9.994,9.994,0,1,0,51,41Z' fill='%23383e51'%3E%3C/path%3E%3C/g%3E%3C/svg%3E)
'%3E%3Cpath d='M33,47.645V60.71c.024-.014.05-.018.073-.033l11-7A2,2,0,0,0,45,51.992V40.012Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M31,47.645,19,40.011V51.992a2,2,0,0,0,.927,1.688l11,7c.023.015.049.019.073.033Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M32,21.693l12-7.634L33.076,7.086a2,2,0,0,0-2.152,0L20,14.059Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M12,35.556,0,27.922V39.9A2,2,0,0,0,.927,41.59l11,7c.023.014.049.019.073.033Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M52,35.556l12-7.634V39.9a2,2,0,0,1-.927,1.687l-11,7c-.023.014-.049.019-.073.033Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M47,38.914a2,2,0,0,0-.924-1.686L38,32.074V27.922l12,7.634V48.621c-.024-.014-.05-.019-.073-.033L47,46.726Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M13,33.821l12-7.634L14.076,19.214a2,2,0,0,0-2.152,0L1,26.187Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M17,38.914a2,2,0,0,1,.924-1.686L26,32.074V27.922L14,35.556V48.621c.024-.014.05-.019.073-.033L17,46.726Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M32,45.91l12-7.634L33.076,31.3a2,2,0,0,0-2.152,0L20,38.276Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M14.076,19.214a2,2,0,0,0-2.152,0L1,26.187l12,7.634,12-7.634Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M49.924,19.214a2,2,0,0,1,2.152,0L63,26.187,51,33.821,39,26.187Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M26,27.922,14,35.556V48.621c.024-.014.05-.019.073-.033L17,46.726V38.914a2,2,0,0,1,.924-1.686L26,32.074Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M27.076,25.138A2,2,0,0,1,28,26.824V30.8l1.848-1.179A4,4,0,0,1,31,29.123V23.428L19,15.794v4.19Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M36.924,25.138A2,2,0,0,0,36,26.824V30.8l-1.848-1.179A4,4,0,0,0,33,29.123V23.428l12-7.634v4.19Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M33.076,31.3a2,2,0,0,0-2.152,0L20,38.276,32,45.91l12-7.634Z' fill='%23383e51'%3E%3C/path%3E%3C/g%3E%3C/svg%3E)
'%3E%3Cpath d='M50.348,42.573c0-9.411-8.691-12.336-16.348-14.416v-16.1a32.837,32.837,0,0,1,9.363,1.656l2.778,1.11,2.228-5.57L45.584,8.134A38.043,38.043,0,0,0,34,6.046V1H30V6.081c-8.213.594-16.348,4.86-16.348,13.471,0,9.036,8.841,11.732,16.348,13.744V50.074a33.591,33.591,0,0,1-12.006-2.511l-2.683-1.341-2.684,5.367,2.684,1.342c.243.121,5.7,2.792,14.689,3.152V63h4V56.065C44,55.462,50.348,50.3,50.348,42.573Zm-30.7-23.021c0-5.133,5.96-7.016,10.348-7.446V27.071C23.512,25.243,19.652,23.535,19.652,19.552ZM34,50.043V34.393c6.5,1.882,10.348,3.761,10.348,8.18C44.348,48.377,37.873,49.744,34,50.043Z' fill='%23383e51'%3E%3C/path%3E%3C/g%3E%3C/svg%3E)