Connect Exact Sales to Klipfolio: Dashboards in Minutes
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How to Visualize Exact Sales Data in Klipfolio
You can visualize Exact Sales data in Klipfolio by using Kondado to replicate your CRM and marketing information directly into your favorite dashboards. With no intermediate databases or complex setup required, Kondado offers a Via Kondado connection that lets business teams access their Exact Sales metrics inside Klipfolio within minutes. Simply select Exact Sales as your data source, choose the pipelines you need, and start building visual reports that help you track leads, appointments, and sales performance across your entire funnel.
Kondado connects Exact Sales to Klipfolio via a direct connection, replicating 17 pipelines and 194 fields on a configurable schedule so teams can monitor lead stages, sales opportunities, and team activities without writing any code.
This approach helps marketing and operations teams turn raw CRM data into clear visual insights that drive daily decisions. By keeping your dashboards updated automatically on the schedule you choose, you spend less time preparing information and more time optimizing lead generation, prioritizing high-value opportunities, and managing your sales team effectively.
Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required
With your Exact Sales information flowing into Klipfolio, you can build custom views that show exactly how your sales engagement strategy is performing. For example, by combining the Leads pipeline with Sales Opportunities and Calls, managers can visualize closing forecasts, track interaction history, and identify which leads are moving through the funnel versus which ones need attention.
Marketing and operations teams gain practical insights by viewing Lead Lifecycle data alongside Sources and Sub-sources to understand which channels generate the most qualified prospects. This makes it easier to adjust campaigns, allocate SDR effort, and focus on the pain points that actually drive conversions, all within interactive Klipfolio dashboards.
Try out all the features for free for 14 days
Exact Sales data available in Klipfolio
Available integrations
| Integration | Description |
|---|---|
| Appointments | Includes fields such as id, lead_id, and salesrep_email, enabling tracking of scheduled meetings and their notes. |
| Activities | Contains information about scheduled activities, including id, leadid, and status, facilitating the management of tasks related to leads. |
| Boxes | Presents data such as id, leadid, and status, allowing management of meetings and their respective notes. |
| Lead Lifecycle | Includes fields such as lead_id, origin_stage, and destination_stage, tracking the evolution of leads through the funnel. |
| Lead Stages | Presents information such as id, active, and funnel_id, detailing the different stages a lead can go through. |
| Leads | Contains data such as id, closing_forecast_date, and cnpj, providing a detailed profile of leads and their status in the funnel. |
| Discarded Leads | Includes information about leads that have been discarded, with fields such as lead_id and discard_date, allowing analysis of losses. |
| Leads: Custom Fields | Presents custom fields associated with leads, allowing for more detailed analysis tailored to specific needs. |
| Leads: Contacts | Includes information about contacts associated with leads, with fields such as contacts_id and email, facilitating communication. |
| Leads: Pain Points | Presents the main pain points identified in leads, allowing for a more effective approach in sales strategies. |
| Lead Qualifications | Includes information about the lead such as id, description, and status, allowing for detailed analysis of qualifications and conversion potential. |
| Calls | Records details of calls made, including id, lead_id, status, and date, facilitating tracking of interactions with leads. |
| Markets | Provides information about different markets, including id and name, allowing segmentation and analysis of leads by sector. |
| Sales Opportunities | Contains data on opportunities, including id, lead_id, and value, essential for assessing sales potential and prioritizing leads. |
| Sources and Sub-sources | Presents information about lead sources, including id and name, helping to understand where leads come from and their effectiveness. |
| Sales Development Representatives (SDRs) | Includes data on sales development representatives, such as id, name, and email, allowing for management and analysis of sales team performance. |
| Sales Representatives | Contains information about sales representatives, including id, name, and email, essential for managing the sales team and their interactions with leads. |
Try out all the features for free for 14 days
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