How do I set up the connection between Ploomes and Cortex?

Start by adding Ploomes as a data source in your Kondado account and authenticate with your credentials. Then select Cortex as your destination, choose which pipelines like Deals or Clients you want to replicate, and define your update schedule.

What sales KPIs can I track when visualizing Ploomes data in Cortex?

You can monitor deal conversion rates by comparing Deals against Deal Stages, track average proposal approval times using the Proposals pipeline, and analyze revenue per client segment by combining Clients (companies and individuals) with Sales Products data.

How frequently does my Cortex dashboard refresh with updated Ploomes information?

Kondado updates your data on a configurable schedule that you control, ranging from every 5 minutes for near-real-time monitoring to hourly or daily updates for periodic reporting needs.

Can I create a dashboard that shows both active deals and lost deal reasons in Cortex?

Yes, by activating the Deal Loss Reasons pipeline alongside your Deals data, you can build visualizations that correlate current pipeline value with historical loss patterns to identify improvement opportunities.

Are there ready-made report templates available for Ploomes data in Cortex?

Cortex does not offer pre-built templates for this specific data source, but you can create custom reports that focus on your unique business priorities such as sales funnel analysis or client relationship tracking.

How do I share Cortex dashboards built with Ploomes data with my team?

Once your visualizations are ready in Cortex, use the platform's built-in sharing features to distribute reports to stakeholders, ensuring everyone views the same updated metrics without needing direct access to your CRM.

Can I combine Ploomes data with information from other platforms in the same Cortex dashboard?

Yes, Kondado connects to over 80 data sources, allowing you to replicate data from Google Sheets , BigQuery , or other business tools into Cortex alongside your Ploomes pipelines for unified reporting.

What happens when I add new custom fields to my Ploomes CRM?

New fields added to your Ploomes account automatically become available in the relevant pipelines during the next scheduled update, ensuring your Cortex reports always reflect your current data structure without manual reconfiguration.

Kondado: Connect Ploomes to Cortex: Dashboards in Minutes

Visualize Ploomes Data in Cortex

Kondado creates a direct connection between your Ploomes CRM and Cortex, letting you replicate sales data, client information, and deal progress on a configurable schedule. You select which pipelines to activate, such as Deals, Clients, or Sales Products, and your Cortex dashboards refresh automatically with the latest information. No technical setup or intermediate databases are required: simply authenticate your Ploomes account, choose your data endpoints, and start building visualizations that help your team track performance and identify opportunities.

Kondado connects Ploomes to Cortex with automated data replication on schedules ranging from 5 minutes to daily, enabling business teams to monitor sales funnels, client segments, and deal stages without writing code or managing infrastructure.

With this connection, marketing and operations teams can transform complex sales data into clear visual stories. Whether you need to analyze proposal approval rates or track task completion across departments, Cortex displays your Ploomes metrics in an accessible format that supports faster decision-making.

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

Ploomes data available in Cortex

available pipelines

275

extractable fields

Available integrations

Integration	Description
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.

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.

See all available data →

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Connect Ploomes to Cortex: Dashboards in Minutes

Get started for free

Visualize Ploomes Data in Cortex

Data pipelines for Ploomes to Cortex

Ploomes data available in Cortex

Available integrations

How to create Ploomes dashboards in Cortex

Connect Ploomes as data source

Select Cortex destination

Configure refresh schedule

Access Ploomes data in Cortex and combine it with dozens of other data sources

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