Connect RDStation CRM to BIMachine: Dashboards in Minutes

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RDStation CRM
BIMachine

Visualize RDStation CRM Data in BIMachine

Kondado connects your RDStation CRM data directly to BIMachine through a simple, no-code setup. You choose which information to bring from your sales management tool, configure how often it updates, and build clear visualizations that help your team track deals and performance. With Kondado, there is no need for intermediate databases or complex technical work.

Business users, marketing teams, and agencies can turn sales records into actionable charts that reveal funnel health, team productivity, and negotiation trends. By automating data updates on a configurable schedule, you ensure your BIMachine dashboards always reflect the latest contact interactions, deal stages, and task completions.

Kondado links RDStation CRM directly to BIMachine to replicate 9 pipelines and 189 fields on a configurable schedule, giving business teams a simple way to monitor sales activity, contact history, and deal progress without any code.

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

When you combine RDStation CRM with BIMachine through Kondado, you unlock practical insights from your daily sales operations. For example, by visualizing Deals and Deals: Stage History together, you can spot bottlenecks in your sales flow and identify which stages delay closures the most. Adding Contacts and Tasks data lets managers measure follow-up speed and team workload at a glance.

Marketing and operations teams can also track Custom Fields to see how lead sources and segmentation labels influence conversion, while monitoring Notes to understand the context behind every negotiation. These combined views in BIMachine turn scattered CRM records into clear guidance for hiring, training, and forecasting decisions.

Try out all the features for free for 14 days

RDStation CRM data available in BIMachine

9
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.

Try out all the features for free for 14 days

How to create RDStation CRM dashboards in BIMachine

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

1
Connect RDStation CRM to Kondado

Log into Kondado and add RDStation CRM as a data source by entering your credentials and selecting the pipelines you want to replicate. The platform prepares your sales data automatically so it is ready for visualization.

2
Choose BIMachine as Destination

Select BIMachine from the destination list to establish a direct connection that sends your CRM information straight to your visualization environment. Your data flows continuously based on the refresh settings you define, keeping your dashboards ready for analysis.

3
Configure Dashboards and Data Refresh

Design your charts in BIMachine using the replicated deal, contact, and task data, then set your preferred update frequency to keep metrics current. Your team can now view sales performance and make decisions from a single source of truth.

Access RDStation CRM 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!

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

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in BIMachine automatically

How do I connect RDStation CRM to BIMachine using Kondado?
Start by adding RDStation CRM as a data source in your Kondado account and authorizing access to your sales data. Then select BIMachine as your destination, choose the pipelines you want to visualize, and define how frequently the data should refresh.
What dashboards can I build with RDStation CRM data in BIMachine?
You can build dashboards that track deal conversion rates, sales team activity, stage duration, and task completion timelines. Many users also combine contact and company data to analyze account penetration and identify upsell opportunities across their portfolio.
How often does RDStation CRM data update in BIMachine?
You set the update frequency yourself, choosing intervals such as every 5 minutes, 15 minutes, hourly, or daily depending on your business needs. This configurable schedule keeps your dashboards current and ready for your next sales review.
Which KPIs should I track when visualizing RDStation CRM in BIMachine?
Focus on metrics like average time in stage, deals won versus lost, tasks overdue by rep, and open deal value by month. Tracking these KPIs helps sales managers coach teams faster and allocate resources to the opportunities most likely to close.
Are there ready-made report templates for RDStation CRM?
Yes, Kondado offers pre-built dashboards including the RD Station CRM Looker Studio Report and the RD Station CRM Power BI Report. These report templates give you a fast starting point for analyzing sales performance, and you can adapt them to match your specific workflow in Looker Studio or Power BI.
Can I share my BIMachine dashboards with my sales team?
Yes, once your dashboards are ready in BIMachine, you can share them with managers, reps, and executives so everyone works from the same numbers. You can also send data to Google Sheets, BigQuery, or PostgreSQL if your team prefers other visualization tools.
Can I send RDStation CRM data to other tools besides BIMachine?
Yes, Kondado allows you to send your CRM data to multiple destinations beyond BIMachine, including Power BI, Looker Studio, Google Sheets, and BigQuery. This flexibility means you can build reports in the tool your team already knows while keeping the same automated data flow.
What RDStation CRM information can I visualize in BIMachine?
You can bring deal values, contact details, company records, task deadlines, product catalogs, and stage history into your dashboards. This breadth of information lets you build views that link customer profiles to sales execution and team activity.

Try out all the features for free for 14 days