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You can visualize RDStation CRM data in Cortex by using Kondado to replicate your sales records directly into your visualization tool. With a direct integration via Kondado, your deals, contacts, and activities flow into Cortex on a configurable schedule without any complex setup or intermediate databases. Business teams simply choose the information they need, define how often it updates, and start building dashboards that help them track sales performance and identify the best opportunities to close.
Kondado connects RDStation CRM to Cortex through a direct integration, replicating data on a configurable schedule so business users can build updated dashboards and make faster decisions without technical help.
By turning raw sales records into clear visual charts, your marketing and operations teams gain immediate visibility into deal progress, team productivity, and customer interactions. Whether you need daily summaries or refresh cycles every few minutes, Kondado keeps your Cortex reports current automatically so you always have reliable insights for your next move.
Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required
With Kondado, you bring together information from pipelines like Deals, Contacts, and Deals: Stage History to create a complete view of your sales operation inside Cortex. You can follow how many deals are active, which contacts are engaged, and how opportunities move through each stage over time. This combination helps managers spot bottlenecks, forecast revenue more accurately, and understand which activities drive results. Marketing teams can also analyze campaign impact by linking contact details to deal outcomes, while operations leaders track Tasks and Notes to ensure follow-ups happen on time, making it easier to align efforts and grow revenue consistently.
Try out all the features for free for 14 days
| 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. |
Try out all the features for free for 14 days
Visualize your data automatically — no spreadsheet exports or custom scripts.
Log in to Kondado and choose RDStation CRM from the data source list, then enter your credentials to authenticate. You will see all available pipelines and can pick the ones that match your reporting goals in Cortex.
Choose Cortex as the destination so your sales data flows directly into your visualization environment. This direct path sends information straight to Cortex, letting you begin analysis immediately.
Use your fresh RDStation CRM data inside Cortex to design charts that track deals, contacts, and performance metrics. Then set your preferred update schedule so reports stay current automatically without additional work.
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Try out all the features for free for 14 days