Connect RDStation CRM to Cortex: Dashboards in Minutes

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RDStation CRM
Cortex

Visualize RDStation CRM Data in Cortex

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

RDStation CRM data available in Cortex

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 Cortex

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

1
Add RDStation CRM data source

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.

2
Select Cortex as destination

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.

3
Build dashboards and configure refresh

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.

Access RDStation CRM data in Cortex 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 Cortex automatically

How do I set up RDStation CRM as a data source in Kondado?
Start by choosing RDStation CRM from the source list and entering your account credentials. The platform guides you through selecting the pipelines you want to use, such as Deals or Contacts, and prepares them for Cortex. In just a few clicks, your sales information is ready to replicate without any manual data preparation.
What dashboards can I create by combining RDStation CRM and Cortex?
You can create views that track deal flow, sales team workload, and stage-by-stage conversion rates. Adding contact and company information helps you segment performance by customer profile or acquisition channel. These dashboards turn CRM records into actionable visuals that support daily sales decisions.
How frequently can I schedule updates from RDStation CRM to Cortex?
Kondado lets you decide how often your data refreshes, with options ranging from every 5 minutes up to daily intervals. This means your Cortex charts can stay aligned with the pace of your sales cycle. Simply pick the timing that matches your reporting needs and let the updates run automatically.
Which KPIs should I track when visualizing RDStation CRM data in Cortex?
Monitor indicators such as deals won versus lost, time spent in each funnel stage, total open deal value, and overdue tasks. These metrics reveal where opportunities stall and which reps are closing efficiently. Cortex makes it easy to spot patterns and adjust your strategy based on current performance.
Are there pre-built report templates available for RDStation CRM?
Yes, you can start immediately with the RD Station CRM Looker Studio Report or the RD Station CRM Power BI Report. These ready-made dashboards are also compatible if you prefer to send data to Looker Studio or Power BI. They include essential sales metrics so you skip the setup and focus on analysis.
Can I share Cortex dashboards with my sales team or external partners?
Absolutely, you can distribute dashboard access to managers, operations staff, or agency clients who need visibility into results. This shared approach keeps all stakeholders informed about deal flow health and revenue targets. Teams can then coordinate follow-ups and prioritize high-value deals together.

Try out all the features for free for 14 days