Connect Ploomes to Looker: Dashboards in Minutes

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Ploomes
Looker

Visualize Ploomes Data in Looker for Smarter Sales Decisions

Kondado makes it simple to replicate your Ploomes CRM data into Looker without technical setup or intermediate databases. Business teams can access client information, deal progress, and sales performance directly in their preferred visualization tool. Configure automated updates on your schedule, whether every few minutes or daily, to keep decisions based on current information. No coding knowledge is required to connect your data source and start building insightful dashboards.

Kondado provides a direct integration between Ploomes and Looker, offering 36 data pipelines and 275 fields that replicate on a configurable schedule to power your sales analytics and reporting needs.

Marketing and operations teams at SMBs transform complex sales data into clear visual reports that drive revenue growth. Track proposal approvals, monitor deal stages, and analyze client segments without writing code or managing API connections. Turn your CRM records into actionable business intelligence that supports strategic decisions across your entire organization.

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

What You Can Build with Ploomes and Looker

Combine your Ploomes Deals and Clients pipelines in Looker to create comprehensive views of your sales funnel performance. Analyze how deals progress through different stages while tracking client ratings and segments to identify your most valuable opportunities. Sales managers can visualize win rates by product group or monitor proposal approval status to forecast revenue accurately.

Operations teams benefit from combining Sales Products data with Deal Stages to optimize inventory and resource allocation. View which products drive the most revenue at each funnel stage, track interaction records alongside task completion rates, and share automated reports with stakeholders. This connection turns scattered CRM information into unified dashboards that support daily tactical decisions and long-term strategic planning.

Try out all the features for free for 14 days

Ploomes data available in Looker

36
available pipelines
275
extractable fields

Available integrations

Integration Description
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.
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.

Try out all the features for free for 14 days

How to create Ploomes dashboards in Looker

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

1
Connect Ploomes as Your Data Source

Add Ploomes to your Kondado account by entering your API credentials and selecting which pipelines to replicate. Choose from 36 available options including Deals, Clients, and Sales data.

2
Select Looker Destination

Choose Looker as your visualization destination and configure the connection using the "Via Kondado" method. This creates a direct link without requiring intermediate databases or complex technical setup.

3
Configure Refresh and Build Reports

Set your preferred update frequency from every 5 minutes to daily schedules to keep data current. Begin building custom dashboards in Looker that combine Ploomes sales data with business metrics for actionable insights.

Access Ploomes data in Looker 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!

Visualize Ploomes data in other BI tools

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

Hundreds of data-driven companies trust Kondado
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Frequently Asked Questions (FAQ)

Answers about visualizing Ploomes data in Looker automatically

How do I connect Ploomes to Looker using Kondado?
Start by adding Ploomes as a data source in your Kondado account using your API credentials. Select Looker as your destination and choose which pipelines like Deals, Clients, or Sales you want to replicate. The connection uses the "Via Kondado" method with no intermediate databases required.
What Ploomes data can I visualize in Looker dashboards?
You can access 36 pipelines including Deals, Clients, Sales, Proposals, and Products with 275 total fields. Build reports showing deal stage progression, client segment analysis, proposal approval status, and sales product performance. Combine data from multiple pipelines to create comprehensive views of your sales operations.
How often does Ploomes data update in Looker?
Configure your update frequency based on business needs, choosing intervals from every 5 minutes to daily schedules. The automated refresh keeps your dashboards current without manual exports or data entry. Set different frequencies for different pipelines to optimize for your reporting requirements.
Which sales KPIs should I track with Ploomes and Looker?
Monitor deal conversion rates by stage, proposal win rates, and sales velocity using the Deals and Proposals pipelines. Track client acquisition by source and segment performance using Clients data. Analyze product profitability and team productivity by combining Sales Products with User data.
Can I share Ploomes dashboards with my team in Looker?
Yes, once your data replicates to Looker, you can distribute reports to stakeholders across your organization. Set up automated delivery schedules or create self-service dashboards that update on your configured timeline. Team members access the same current information without needing Ploomes licenses for viewing.
Do I need technical skills to replicate Ploomes data to Looker?
No coding or API knowledge is required to establish the connection between Ploomes and Looker. Kondado handles the technical configuration through a simple interface where you select your data source and destination. Business users manage the entire setup and scheduling without involving IT departments.
Can I combine Ploomes data with other sources in Looker?
Yes, you can send Ploomes data to multiple destinations including Power BI, Google Sheets, or BigQuery alongside Looker. Blend your CRM information with marketing data from other platforms to create unified business views. This flexibility allows you to build cross-functional reports that combine sales, financial, and operational metrics.

Try out all the features for free for 14 days