Dashboards in minutes

Connect Pipedrive to Klipfolio: Dashboards in Minutes

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Connect Pipedrive to Klipfolio

Kondado makes it simple to connect Pipedrive to Klipfolio and turn your sales records into clear visual reports. You select the data pipelines you want to replicate from your CRM, set the update frequency that fits your workflow, and watch your metrics flow into Klipfolio without any coding or complex configuration. Business users get immediate access to deal values, activity history, and team performance in one place.

16
available pipelines
235
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect Pipedrive now →

Try out all the features for free for 14 days

Kondado connects Pipedrive to Klipfolio with 16 available pipelines and 235 fields, enabling automated data replication on a configurable schedule with no intermediate database required.

With Pipedrive data in Klipfolio, marketing and operations teams can track deal progress, monitor team activities, and measure conversion trends using charts and scorecards that stay updated automatically. This helps SMBs and agencies make faster, more confident decisions based on current sales information rather than scattered spreadsheets.

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

Try out all the features for free for 14 days

Available data

Pipedrive data available in Klipfolio

Each item below is automatically replicated by Kondado from Pipedrive into Klipfolio — no schema setup, no manual mapping.

16
available pipelines
235
extractable fields
∞
Auto-refresh

Available integrations

Activities
Unique identifiers, activity types, and due dates are among the fields available for managing tasks, calls, and meetings.
Activity Fields
Fields such as name, data type, and whether the field is editable are essential for defining metadata of custom activities.
Activity Types
Different types of activities, such as tasks and meetings, are categorized to facilitate management and organization.
Deal Fields
Fields such as value, status, and creation date are fundamental for managing deals and their associated information.
Deal Products
Information about products associated with deals, including identifiers and quantities, is essential for sales tracking.
Deals
Data such as unique identifiers, titles, and values are used to manage and track the progress of deals.
Deals Flow (History)
History of changes in deals, including status and values, provides insights into the progress and evolution of sales.
Notes
Notes linked to deals, people, or organizations include fields such as content, creation date, and unique identifiers.
Organization Fields
Field definitions such as name, type, and status are crucial for managing information about organizations.
Organizations
Data such as unique identifiers, names, and status are used to manage and categorize organizations in the system.
Persons
Includes fields such as id, name, and email, enabling management of contacts and associated information.
Products
Contains information on id, name, and price, facilitating management of the product portfolio.
Sales Pipelines
Presents data on id, name, and stages, allowing visualization of the sales flow.
Stages
Includes fields such as id, name, and order, defining the stages of the sales process.
Teams
Provides data on id, name, and members, facilitating organization and management of teams.
Users
Includes information such as id, name, and email, allowing management of users and their permissions.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

A Pipedrive Klipfolio report gives you complete visibility into your sales operation by combining different datasets in one view. You can merge the Deals and Activities pipelines to see which opportunities have upcoming tasks or overdue follow-ups, helping managers prioritize coachable moments. Adding the Sales Pipelines data lets you compare stage-by-stage conversion rates across different product lines or teams. These insights help operations leaders spot bottlenecks, forecast revenue more accurately, and align daily actions with monthly targets without switching between tools.

Try out all the features for free for 14 days

How to create Pipedrive dashboards in Klipfolio

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

1
Connect Pipedrive to Kondado

Log in to Kondado and add Pipedrive as a new data source by entering your account credentials. Select the pipelines you want to replicate, such as Deals, Activities, or Persons, to define which sales data will be available for visualization.

2
Choose Klipfolio as destination

Set Klipfolio as your destination and use the Via Kondado connection to send your Pipedrive data directly into the platform. This creates an immediate link so you can start building charts and scorecards without any intermediate storage.

3
Build dashboards and set refresh

Inside Klipfolio, use your replicated Pipedrive data to create custom reports and dashboards that show deal progress, team activity, and conversion trends. Then return to Kondado to configure the refresh schedule, choosing intervals from five minutes to daily to keep your insights current.

Access Pipedrive 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!

55pbx
55pbx
ActiveCampaign
ActiveCampaign
Google Ads
Google Ads
Amazon S3
Amazon S3
api4com
api4com
Apple App Store
Apple App Store
ASAAS
ASAAS
AWS CloudWatch Metrics
AWS CloudWatch Metrics
Azure Table Storage
Azure Table Storage
BigQuery
BigQuery
Bing
Bing
Bitrix24 CRM
Bitrix24 CRM
Bling!
Bling!
Blip (take)
Blip (take)
ClickUp
ClickUp
Clockify
Clockify
ContaAzul
ContaAzul
Criteo
Criteo
E-goi
E-goi
EADBOX
EADBOX
Exact Sales
Exact Sales
Facebook Ads
Facebook Ads
Facebook
Facebook
Fatura Simples
Fatura Simples
Freshdesk
Freshdesk
FTP
FTP
Google Analytics GA4
Google Analytics GA4
Google Cloud Storage
Google Cloud Storage
Google Play Store
Google Play Store
Google Search Console
Google Search Console
Google Sheets
Google Sheets
Granatum
Granatum
Hi Platform
Hi Platform
Hotmart
Hotmart
Hubspot
Hubspot
Huggy
Huggy
InfluxDB v1
InfluxDB v1
Infusionsoft (Keap)
Infusionsoft (Keap)
Instagram Ads
Instagram Ads
Instagram
Instagram
Jira
Jira
Linkedin
Linkedin
Loja Integrada
Loja Integrada
MailChimp
MailChimp
Mandrill
Mandrill
Mautic
Mautic
Meetime
Meetime
Mercado Libre
Mercado Libre
Meta Ads
Meta Ads
Microsoft Ads
Microsoft Ads
Microsoft Advertising
Microsoft Advertising
Mixpanel
Mixpanel
monday.com
monday.com
MongoDB
MongoDB
Movidesk
Movidesk
MySQL (& MariaDB)
MySQL (& MariaDB)
NectarCRM
NectarCRM
Notion
Notion
Nuvemshop (Tiendanube)
Nuvemshop (Tiendanube)
Olist Tiny
Olist Tiny
Omie
Omie
Oracle
Oracle
Pagar.me
Pagar.me
Pinterest Ads
Pinterest Ads
Pipedrive
Pipedrive
Pipefy
Pipefy
PipeRun
PipeRun
Ploomes
Ploomes
PostgreSQL
PostgreSQL
Pushwoosh
Pushwoosh
RDStation CRM
RDStation CRM
RDStation
RDStation
Recruiterbox
Recruiterbox
Salesforce Marketing Cloud (Exact Target)
Salesforce Marketing Cloud (Exact Target)
Salesforce
Salesforce
SenseData
SenseData
Shopify
Shopify
SQLServer
SQLServer
Stilingue
Stilingue
Superlogica
Superlogica
Sympla
Sympla
Taboola
Taboola
Tangerino
Tangerino
TikTok Ads
TikTok Ads
TikTok Organic
TikTok Organic
Tiny ERP
Tiny ERP
Toggl
Toggl
Tray
Tray
Trello
Trello
Twilio
Twilio
VNDA
VNDA
VTEX
VTEX
Wake Commerce
Wake Commerce
Webhook
Webhook
Wootric
Wootric
WordPress
WordPress
X Ads
X Ads
YouTube
YouTube
Zeeng
Zeeng
Zendesk Chat (Zopim)
Zendesk Chat (Zopim)
Zendesk
Zendesk

Visualize Pipedrive data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Airtable
Pipedrive > Airtable
Alteryx
Pipedrive > Alteryx
Amazon Quicksight
Pipedrive > Amazon Quicksight
BIMachine
Pipedrive > BIMachine
Cortex
Pipedrive > Cortex
Data Studio
Pipedrive > Data Studio
Geckoboard
Pipedrive > Geckoboard
Grafana
Pipedrive > Grafana
IBM Cognos Analytics
Pipedrive > IBM Cognos Analytics
Klipfolio
Pipedrive > Klipfolio
Looker Studio
Pipedrive > Looker Studio
Looker
Pipedrive > Looker
Looqbox
Pipedrive > Looqbox
Metabase
Pipedrive > Metabase
Microstrategy
Pipedrive > Microstrategy
Pentaho
Pipedrive > Pentaho
Power BI
Pipedrive > Power BI
Qlik Cloud Analytics
Pipedrive > Qlik Cloud Analytics
Qlik Sense
Pipedrive > Qlik Sense
Qlik
Pipedrive > Qlik
QlikView
Pipedrive > QlikView
Redash
Pipedrive > Redash
Superset
Pipedrive > Superset
Tableau
Pipedrive > Tableau
BI TOTVS
Pipedrive > BI TOTVS
Zoho Analytics
Pipedrive > Zoho Analytics

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Frequently Asked Questions (FAQ)

Answers about visualizing Pipedrive data in Klipfolio automatically

How do I set up a Pipedrive data source in Kondado? ▼
Start by adding Pipedrive as a new data source in your Kondado account and enter your API credentials. Then choose the specific pipelines you want to replicate, such as Deals, Persons, or Activities, and define how often the data should refresh. Kondado handles the replication automatically so your information is ready for visualization.
What Pipedrive Klipfolio dashboard can I build for my sales team? ▼
You can create custom dashboards that display open deal values by stage, activity completion rates, and individual rep performance scorecards. Combining the Deals Flow and Users pipelines lets you visualize how opportunities move through your funnel and who is driving the most progress. This gives managers a single screen to review pipeline health and team productivity.
How often does Pipedrive data update in Klipfolio through Kondado? ▼
You choose the schedule that fits your business needs, with options ranging from every five minutes to daily updates. Once configured, Kondado replicates your selected Pipedrive data on that schedule and keeps your Klipfolio metrics current. This means your reports reflect recent sales activity without manual imports or spreadsheet maintenance.
Which Pipedrive KPIs should I track in Klipfolio? ▼
Focus on metrics that drive decisions, such as average deal size, win rate by pipeline stage, sales cycle length, and overdue activities count. By pulling fields from the Deals, Stages, and Activities pipelines, you can calculate conversion trends and identify where deals stall. These numbers help leaders adjust tactics and allocate resources effectively.
Can I share my Pipedrive Klipfolio report with colleagues or clients? ▼
Yes, Klipfolio allows you to share live links, publish dashboard snapshots, or schedule automated email reports to stakeholders. Since the underlying data refreshes on a configurable schedule, everyone views the same up-to-date Pipedrive metrics. This keeps agencies and internal teams aligned on goals and performance without exporting files manually.
Do I need a database to connect Pipedrive to Klipfolio with Kondado? ▼
No, Kondado sends data directly to Klipfolio using a Via Kondado connection, so you do not need an intermediate database or storage layer. This simplifies setup for business users who want to visualize CRM data without technical infrastructure. If your needs change later, you can also send data to Power BI, Google Sheets, or BigQuery.
What is the difference between replicating Deals and Deals Flow in Klipfolio? ▼
The Deals pipeline provides a snapshot of current opportunities, including titles, values, and status, while the Deals Flow pipeline captures the history of changes over time. Using both together in Klipfolio lets you analyze present pipeline value alongside historical velocity and stage movement. This combination supports more accurate forecasting and trend analysis for sales operations.

Try out all the features for free for 14 days