Connect Bitrix24 CRM to Klipfolio: Dashboards in Minutes

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Bitrix24 CRM
Klipfolio

Visualize Bitrix24 CRM Data in Klipfolio

How to visualize Bitrix24 CRM data in Klipfolio? With Kondado, you connect your Bitrix24 CRM account and choose which data to replicate to Klipfolio without writing any code. Your sales, marketing, and support information flows automatically on a configurable schedule, keeping your dashboards current with the latest deal updates and lead activity. Business teams can track pipeline performance and customer interactions through intuitive visualizations that support daily decision-making.

Kondado provides a direct connection between Bitrix24 CRM and Klipfolio, offering 20 data pipelines with 450 fields including Deals, Contacts, Companies, and Leads that update every 5 minutes, 15 minutes, hourly, or daily based on your business needs.

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

Combine information from the Deals and Companies pipelines to create comprehensive views of your sales funnel and client portfolio within Klipfolio. Track how opportunities progress through different stages using the Deals: stage history data alongside current deal values to identify bottlenecks and forecast revenue accurately. Marketing teams can analyze lead quality by connecting Leads data with Contacts and Companies information, revealing which sources generate the most valuable business relationships. Operations managers monitor team productivity by visualizing Activity data alongside deal progression, ensuring resources align with priority accounts and active opportunities.

Try out all the features for free for 14 days

Bitrix24 CRM data available in Klipfolio

20
available pipelines
450
extractable fields

Available integrations

Integration Description
Actitivity
Catalogs Presents information such as Catalog ID, name, and origin IDs, facilitating data organization.
Companies Contains fields such as Company ID, address, company type, and annual revenue, essential for client management.
Companies: custom fields (data) Includes custom fields such as Company ID and additional data, allowing for the customization of information.
Contacts Features fields such as Contact ID, address, created timestamp, and comments, fundamental for relationship management.
Contacts: companies Links contacts with companies through fields such as Contact ID and Company ID, facilitating data integration.
Contacts: custom fields (data) Includes custom fields such as Contact ID and additional data, allowing for the adaptation of information.
Deals Contains information such as Deal ID, value, status, and created timestamp, essential for sales tracking.
Deals: custom fields (data) Includes custom fields such as Deal ID and additional data, allowing for the customization of sales information.
Deals: custom fields (meta) Presents metadata of custom fields such as Deal ID and additional information, facilitating sales analysis.
Deals: pipelines Includes information on pipeline ID, name, and status, allowing for analysis of the business flow.
Deals: pipeline stages Presents details on stage ID, name, and order, facilitating the tracking of sales progress.
Deals: products Contains information on product ID, name, and price, allowing for analysis of the product portfolio in deals.
Deals: quotes Provides data on quote ID, total value, and status, essential for managing commercial proposals.
Deals: quote products Includes information on product ID, quantity, and unit price, detailing the items included in quotes.
Deals: stage history Records stage changes, including deal ID, date, and new stage, allowing for analysis of progress.
Leads Contains information on lead ID, name, status, and creation date, essential for lead management.
Leads: custom fields (data) Includes custom data associated with the lead, such as ID and specific values, allowing for more precise segmentation.
Leads: products Provides information on products associated with the lead, including product ID and quantity, facilitating interest analysis.
Products Includes details on product ID, name, price, and description, essential for managing the product catalog.
Actitivity
Catalogs
Presents information such as Catalog ID, name, and origin IDs, facilitating data organization.
Companies
Contains fields such as Company ID, address, company type, and annual revenue, essential for client management.
Companies: custom fields (data)
Includes custom fields such as Company ID and additional data, allowing for the customization of information.
Contacts
Features fields such as Contact ID, address, created timestamp, and comments, fundamental for relationship management.
Contacts: companies
Links contacts with companies through fields such as Contact ID and Company ID, facilitating data integration.
Contacts: custom fields (data)
Includes custom fields such as Contact ID and additional data, allowing for the adaptation of information.
Deals
Contains information such as Deal ID, value, status, and created timestamp, essential for sales tracking.
Deals: custom fields (data)
Includes custom fields such as Deal ID and additional data, allowing for the customization of sales information.
Deals: custom fields (meta)
Presents metadata of custom fields such as Deal ID and additional information, facilitating sales analysis.
Deals: pipelines
Includes information on pipeline ID, name, and status, allowing for analysis of the business flow.
Deals: pipeline stages
Presents details on stage ID, name, and order, facilitating the tracking of sales progress.
Deals: products
Contains information on product ID, name, and price, allowing for analysis of the product portfolio in deals.
Deals: quotes
Provides data on quote ID, total value, and status, essential for managing commercial proposals.
Deals: quote products
Includes information on product ID, quantity, and unit price, detailing the items included in quotes.
Deals: stage history
Records stage changes, including deal ID, date, and new stage, allowing for analysis of progress.
Leads
Contains information on lead ID, name, status, and creation date, essential for lead management.
Leads: custom fields (data)
Includes custom data associated with the lead, such as ID and specific values, allowing for more precise segmentation.
Leads: products
Provides information on products associated with the lead, including product ID and quantity, facilitating interest analysis.
Products
Includes details on product ID, name, price, and description, essential for managing the product catalog.

Try out all the features for free for 14 days

How to create Bitrix24 CRM dashboards in Klipfolio

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

1
Connect Bitrix24 CRM Source

Add Bitrix24 CRM as a data source in Kondado by entering your account credentials to establish the connection.

2
Select Klipfolio Destination

Choose Klipfolio as your destination and pick which pipelines to replicate, such as Deals, Contacts, or Leads data.

3
Build Dashboards and Schedule

Set your preferred update frequency from 5 minutes to daily and start building visualizations in Klipfolio with automated data refreshes.

Access Bitrix24 CRM data in Klipfolio 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 Bitrix24 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 Bitrix24 CRM data in Klipfolio automatically

How do I connect Bitrix24 CRM to Klipfolio using Kondado?
Start by adding Bitrix24 CRM as a data source in your Kondado account and authenticate with your Bitrix24 credentials. Then select Klipfolio as your destination and choose which pipelines to replicate, such as Deals, Contacts, or Companies. Your data begins flowing immediately without requiring any database setup or technical configuration.
What Bitrix24 CRM data can I visualize in Klipfolio dashboards?
You can access 20 different pipelines including Deals, Leads, Contacts, Companies, and Activity data with over 450 fields available. Visualize deal stages, lead sources, company revenue, contact interactions, and product catalogs to build comprehensive views of your sales and marketing operations. Custom fields from your Bitrix24 setup are also available through dedicated pipelines for personalized reporting.
How often does Bitrix24 CRM data update in my Klipfolio reports?
Kondado updates your data on a configurable schedule that you control, with options ranging from every 5 minutes to daily intervals. Choose more frequent updates for active sales periods or hourly refreshes for standard monitoring needs. This automated refresh keeps your Klipfolio metrics current without manual data exports.
Which sales KPIs should I track when visualizing Bitrix24 CRM in Klipfolio?
Monitor deal conversion rates by comparing Leads against closed Deals, track average deal values and sales cycle length using Deals and Deals: stage history pipelines. Analyze win rates by pipeline stage and measure team productivity through Activity data correlated with deal progression. These metrics help identify which sales activities drive the most revenue.
Can I share Bitrix24 CRM dashboards with my team in Klipfolio?
Yes, once you build dashboards in Klipfolio using your replicated Bitrix24 CRM data, you can share them with colleagues, managers, or clients through Klipfolio's native sharing features. Team members view the same current data reflecting your configured update schedule, ensuring everyone makes decisions based on consistent information. You can also distribute reports via scheduled emails or embed dashboards in internal portals.
Do I need technical skills to set up the Bitrix24 CRM connection?
No coding or database knowledge is required to connect Bitrix24 CRM to Klipfolio through Kondado. The setup process uses simple authentication and point-and-click selection of data pipelines. Business users can complete the entire configuration in minutes without involving IT teams or writing API queries.
Can I send Bitrix24 CRM data to other tools besides Klipfolio?
Yes, Kondado allows you to replicate your Bitrix24 CRM data to multiple destinations simultaneously. You can send information to Power BI, Google Sheets, BigQuery, Looker Studio, or PostgreSQL alongside your Klipfolio dashboards. This flexibility lets different teams use their preferred tools while working from the same current data.

Try out all the features for free for 14 days