Connect your Ploomes CRM data to Klipfolio to create powerful visual reports that help your sales and operations teams make faster decisions. With Kondado, you can replicate data from your Ploomes pipelines directly into Klipfolio without any technical setup or intermediate databases. Choose how often your data updates, from every five minutes to daily, and build dashboards that show your complete sales funnel performance.
Kondado connects Ploomes to Klipfolio using a direct “Via Kondado” data source that replicates 36 data pipelines including Deals, Clients, and Sales Stages on a configurable schedule, enabling automated dashboard updates without coding or complex infrastructure.
Business users can track deal progression, monitor client relationships, and analyze proposal approvals through intuitive visualizations that update automatically. Whether you manage complex B2B sales or recurring contracts, having your Ploomes data visualized in Klipfolio helps you identify bottlenecks and opportunities at a glance.
Each item below is automatically replicated by Kondado from Ploomes into Klipfolio — no schema setup, no manual mapping.
36
available pipelines
275
extractable fields
∞
Auto-refresh
Available integrations
Positions
Table contains information about positions, including id, name, and associated user profile.
Cities
Table presents data about cities, including id, name, and associated state.
Cities: states
Table provides information about states related to cities, including id and state name.
Cities: countries
Table contains data about countries associated with cities, including id and country name.
Clients (companies and individuals)
Table presents information about clients, including id, name, email, and status.
Clients: ratings
Table provides data about client ratings, including id and rating name.
Clients: sources
Table contains information about client sources, including id and source name.
Clients: relationships
Table presents data about relationships between clients, including id and relationship type.
Clients: segments
Table provides information about client segments, including id and segment name.
Clients: status
Table contains data about client status, including id and status description.
Client Types
Includes fields such as id and name, allowing categorization of clients into different types for better management.
Departments
Contains fields such as id and name, facilitating the organization and structuring of departments within the company.
Documents
Presents fields such as id and filename, allowing management of documents associated with clients and sales.
Currencies
Includes fields such as id and currency, essential for financial management and conversion of values in different currencies.
Deals
Has fields such as id, ordernumber, and amount, allowing tracking and analysis of completed sales.
Deal Stages
Includes fields such as id, name, and ordination, which help define the progression of deals through different stages.
Deal Funnels
Presents fields that allow visualization and management of different sales funnels and their stages.
Deal Loss Reasons
Includes fields such as id and name, helping to identify and analyze the reasons why deals were not closed.
Deal Status
Presents fields that indicate the current status of deals, allowing better tracking of progress.
Products
Contains fields such as id and name, essential for managing and categorizing the products offered.
Product Groups
Includes fields such as id, name, and description, allowing for the categorization of products into specific groups for better organization and analysis.
Product Families
Contains fields such as id, name, and group_id, facilitating the organization of products into related families for more efficient management.
Proposals
Presents fields such as id, filename, and approval status, allowing for the management and tracking of proposals sent to clients.
Proposal Products
Includes fields such as proposal_id, product_id, and quantity, detailing the products included in each proposal for accurate tracking.
Proposal Approval Status
Contains fields such as id and name, allowing for the categorization of different approval statuses for submitted proposals.
Interaction Records
Includes fields such as id, type, and date, recording interactions made with clients for relationship analysis.
Tasks
Presents fields such as id, name, and status, allowing for effective management of tasks assigned to users within the platform.
Task Recurrence Intervals
Contains fields such as id and frequency, defining the periodicity of tasks for better work organization.
Task Types
Includes fields such as id and name, categorizing tasks into different types for easier management.
Email Reminder Types
Presents fields such as id and description, allowing the configuration of different types of email reminders for users.
Users
Table contains information about users, including fields such as id, name, and email, as well as role id and profile id.
User Suspension Reasons
Table lists the reasons for user suspension, with fields such as id and name, along with comments on the suspension.
User Profiles
Table presents user profiles, including fields such as id, name, and avatar url, along with phone and user language.
Sales
Table contains data on sales, including fields such as id, order number, date, customer id, and total sale amount.
Sales Stages
Table lists sales stages, with fields such as id, name, icon, and ordination of stages within a funnel.
Sales Products
Table contains information on sold products, including fields such as order id, product id, and quantity, along with unit price and discount.
When you combine Ploomes Deals data with Client information in Klipfolio, you can build comprehensive dashboards that show which client segments drive the most revenue and where deals typically stall in your funnel. Visualizing Interaction Records alongside Deal Stages helps sales managers understand relationship patterns that lead to closed business, while tracking Proposals and their approval status gives operations teams clear visibility into pending contracts. These insights enable you to forecast more accurately and allocate resources to the opportunities with the highest probability of closing.
Try out all the features for free for 14 days
How to create Ploomes dashboards in Klipfolio
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Ploomes as your data source
Log into Kondado and select Ploomes from our available sources, then enter your authentication details to establish the connection. Choose which data pipelines you need, such as Deals, Clients, or Sales Stages, based on the insights you want to visualize.
2
Select Klipfolio as your destination
Choose Klipfolio as where you want to send your Ploomes data, then map your selected pipelines to your Klipfolio account. You can also send data to Power BI, Google Sheets, or BigQuery if your team uses multiple tools.
3
Build dashboards and configure refresh
Once your data appears in Klipfolio, create custom visualizations and reports using your Ploomes information, then set your preferred update frequency from five minutes to daily. Your dashboards will stay current automatically based on this schedule, giving your team reliable insights for decision-making.
Try out all the features for free for 14 days
Access Ploomes 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!
Answers about visualizing Ploomes data in Klipfolio automatically
How do I connect Ploomes to Klipfolio using Kondado?▼
Start by selecting Ploomes as your data source in Kondado and authenticate with your account credentials. Then choose Klipfolio as your destination and select which pipelines you want to replicate, such as Deals, Clients, or Sales data.
What Ploomes data can I visualize in Klipfolio?▼
You can access 36 different pipelines including Deals, Clients, Sales Stages, Proposals, and Interaction Records. This allows you to build custom dashboards showing deal progression, client relationships, proposal approvals, and sales team performance metrics.
How often does Ploomes data update in Klipfolio dashboards?▼
Kondado lets you configure automated updates on a schedule that fits your business needs, ranging from every five minutes for near-real-time visibility to hourly or daily refreshes. Your dashboards in Klipfolio will reflect the latest data according to this schedule without manual intervention.
Can I track sales funnel performance from Ploomes in Klipfolio?▼
Yes, by replicating the Deal Stages and Deals pipelines, you can create visual funnel reports that show conversion rates between stages, identify where prospects drop off, and analyze the time deals spend in each phase of your sales process.
How do I share Ploomes dashboards with my team in Klipfolio?▼
Once you build your dashboards in Klipfolio using the replicated Ploomes data, you can share them through Klipfolio's native sharing features including email reports, published links, or embedded views. Your team will always see current information based on your configured refresh schedule.
What KPIs should I monitor from Ploomes in Klipfolio?▼
Focus on metrics like deal conversion rates by stage, average sales cycle length from Interaction Records and Deals data, proposal approval rates, and client segment performance. These indicators help sales leaders optimize their process and forecast revenue more accurately.
Do I need technical skills to set up the Ploomes connection?▼
No coding or technical expertise is required. Kondado provides a direct connection that handles the data replication automatically after you select your pipelines and configure your update schedule. Business users can set up the entire process in minutes through our intuitive interface.
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