Dashboards in minutes

Connect RDStation CRM to Klipfolio: Dashboards in Minutes

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Connect RDStation CRM to Klipfolio

Kondado makes it easy to bring your RDStation CRM data into Klipfolio so you can track sales performance without any technical work. You simply choose the pipelines you need, and let Kondado handle the automated updates. Your team can then build visual reports in Klipfolio that show exactly where deals stand and how opportunities are progressing.

9
available pipelines
189
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect RDStation CRM now →

Try out all the features for free for 14 days

With Kondado, you can replicate RDStation CRM data into Klipfolio on a configurable schedule with no intermediate databases and no code required, keeping your sales dashboards current automatically.

This setup means your marketing and operations teams always have access to updated deal values, contact records, and activity history inside Klipfolio. Instead of switching between tools, you get a single place to monitor negotiations, team productivity, and deal flow.

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

RDStation CRM data available in Klipfolio

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

9
available pipelines
189
extractable fields
∞
Auto-refresh

Available integrations

Notes
Activity records with fields like id, user_id, and date, enabling tracking of interactions and observations related to deals.
Custom Fields
Definitions of custom fields with fields like id, label, and type, allowing customization of contact and deal data.
Contacts
Contact data with fields like id, name, and organization_id, providing essential information about each contact and their associations.
Companies
Information about companies with fields like id and name, allowing identification and management of organizations associated with contacts.
Deals
Deal data with fields like id, value, and status, allowing tracking of the progress and status of each deal.
Deals: Stage History
History of deal stages with fields like deal_id and date, allowing analysis of the evolution of opportunities over time.
Products
Product information with specific fields, allowing management and tracking of items offered in deals.
Tasks
Task records with fields like id and due_date, facilitating the organization and tracking of activities related to contacts and deals.
Users
User data with fields like id, name, and created_at, allowing management of permissions and information of platform users.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

With your Deals, Contacts, and Deals: Stage History pipelines flowing into Klipfolio, you can create views that reveal which opportunities are advancing and which need attention. Sales managers can compare current deal values against past stage movements to spot bottlenecks and forecast revenue more confidently.

Marketing and operations teams benefit from seeing contact details alongside task completion rates and recent notes, making it simple to align outreach timing with deal momentum. These combined insights turn raw CRM records into clear visual stories that help Brazilian SMBs and agencies close more business every day.

Try out all the features for free for 14 days

How to create RDStation CRM dashboards in Klipfolio

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

1
Connect RDStation CRM

Log in to Kondado and select RDStation CRM from the data source catalog. Enter your account credentials so Kondado can reach your deals, contacts, and activity records.

2
Choose Klipfolio destination

Pick Klipfolio as the place where your CRM data will land, or add destinations such as Google Sheets or Power BI if your team uses multiple visualization tools. You can manage all destinations from the same Kondado workspace.

3
Build dashboards and schedule updates

Use the replicated pipelines to assemble visual reports in Klipfolio that track deals, tasks, and sales performance. Then set your preferred refresh interval so the metrics stay current without any manual work.

Access RDStation 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!

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 RDStation CRM data in other BI tools

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

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

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in Klipfolio automatically

How do I connect RDStation CRM to Klipfolio using Kondado? ▼
Start by adding RDStation CRM as a data source inside Kondado and authenticate your account. Then select Klipfolio as your destination, pick the pipelines you want to replicate, and define how often the data should refresh. Kondado moves your CRM information into Klipfolio automatically, so your dashboards are always built from the latest records.
What kind of dashboards can I build with RDStation CRM data in Klipfolio? ▼
You can build dashboards that track deal progression, sales team activity, contact growth, and task completion rates. Many users create views that monitor negotiation stages alongside WhatsApp interaction records to see how conversations turn into closed deals. These visual reports help managers allocate resources and prioritize follow-ups based on actual sales movement.
How often does my RDStation CRM data update in Klipfolio? ▼
You choose the rhythm that fits your business, with options ranging from every 5 minutes to daily updates. This configurable schedule means sales teams can rely on near-real-time visibility during busy campaigns, while slower rhythms work well for routine executive reviews. The refresh settings can be adjusted anytime as your reporting needs change.
Which KPIs should I track when visualizing RDStation CRM in Klipfolio? ▼
Focus on metrics like total deal value by stage, average time spent in each stage, contact conversion rates, and tasks completed per user. Tracking these numbers together helps you identify which reps are moving deals fastest and where prospects tend to stall. Over time, these KPIs reveal patterns that improve forecasting and team coaching.
Are there pre-built dashboards available for RDStation CRM? ▼
Yes, Kondado offers pre-built dashboards that speed up your visualization setup. You can start with the RD Station CRM Looker Studio Report or the RD Station CRM Power BI Report if you also use those tools. For Klipfolio, the available pipelines give you structured data that makes it easy to assemble similar visual reports without starting from scratch.
Can I share my Klipfolio dashboards with my sales team? ▼
Once your data is in Klipfolio, you can distribute dashboards to managers, reps, and executives through standard sharing features inside the tool. This keeps everyone aligned on the same deal metrics and activity numbers for more consistent sales operations. Teams across Brazil benefit from having one visual source of truth for all CRM performance.
Do I need technical skills to replicate RDStation CRM data to Klipfolio? ▼
The setup is built for business users, and you can configure everything through Kondado's interface by selecting your pipelines and destination. Marketing and operations professionals can have their first dashboard running within minutes without technical assistance. Simply authenticate your account and choose what data you want to see in Klipfolio.
What data from RDStation CRM can I bring into Klipfolio? ▼
Kondado offers nine pipelines covering deals, contacts, companies, tasks, notes, products, users, custom fields, and stage history. This means you can visualize everything from current deal values and contact details to historical stage changes and team task loads. The breadth of available data lets you build comprehensive sales reports that reflect your full CRM workflow.

Try out all the features for free for 14 days