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.

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Visualize Pipedrive Data in Klipfolio Dashboards

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.

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

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.

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Pipedrive data available in Klipfolio

available pipelines

235

extractable fields

Available integrations

Integration	Description
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.

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.

See all available data →

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How to create Pipedrive dashboards in Klipfolio

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

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.

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.

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.