Connecting your Ploomes CRM to Looqbox is simple with Kondado’s direct connection. You can replicate all your sales data, client information, and deal tracking from Ploomes directly into Looqbox without writing any code or managing complex databases. Simply select Ploomes as your data source, choose Looqbox as your destination, and configure which pipelines you want to visualize. Your data updates automatically on a configurable schedule, keeping your dashboards current with the latest sales activities and pipeline changes. This allows marketing and operations teams to monitor complex sales processes and make informed decisions based on accurate, up-to-date information.
Kondado enables business teams to visualize Ploomes CRM data in Looqbox through an automated direct connection that requires no technical setup, updating on schedules from 5 minutes to daily to support timely sales decisions.
Each item below is automatically replicated by Kondado from Ploomes into Looqbox — 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.
With your Ploomes data flowing into Looqbox, you can build comprehensive reports tracking Deals, Sales Stages, and Client Segments to understand your sales funnel performance. Analyze pipeline progression using Deal Funnels and Deal Loss Reasons to identify exactly where opportunities stall and why contracts fail to close. Combine Interaction Records with Task data to measure team productivity and client engagement patterns, giving you clear visibility into which activities drive successful outcomes. By visualizing Proposal Approval Status alongside Sales Products, managers can forecast revenue accurately and optimize their quote-to-cash process for better conversion rates.
Try out all the features for free for 14 days
How to create Ploomes dashboards in Looqbox
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Your Ploomes Account
Add Ploomes as a data source in Kondado by entering your authentication credentials to establish the direct connection.
2
Choose Looqbox Destination
Select Looqbox as your visualization platform and pick the specific pipelines you want to replicate, such as Deals, Clients, or Sales Stages.
3
Configure Refresh and Visualize
Set your preferred update frequency from 5 minutes to daily, then start building custom dashboards in Looqbox to track your sales metrics and pipeline performance.
Try out all the features for free for 14 days
Access Ploomes data in Looqbox 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 Looqbox automatically
How do I connect Ploomes to Looqbox using Kondado?▼
Start by adding Ploomes as a data source in your Kondado account and authenticate with your credentials. Then select Looqbox as your destination and choose which pipelines to replicate, such as Deals, Clients, or Sales data.
What sales KPIs can I track in Looqbox with Ploomes data?▼
You can monitor conversion rates across Deal Stages, analyze win-loss ratios using Deal Loss Reasons, and track average deal size from the Sales pipeline. These metrics help identify bottlenecks in your complex sales process and optimize team performance.
How often does my Ploomes data update in Looqbox?▼
You can configure updates to run every 5 minutes, 15 minutes, hourly, or daily depending on your business needs. This automated refresh ensures your dashboards reflect current pipeline activity without manual exports or data entry.
Can I share Ploomes dashboards with my sales team in Looqbox?▼
Once built, your Looqbox dashboards can be shared with team members to align everyone on sales targets and performance. This keeps marketing, operations, and sales teams working from the same current data.
Do you offer pre-built report templates for Ploomes in Looqbox?▼
While we do not provide pre-built templates, you can easily create custom reports using the 36 available pipelines including Deal Funnels, Client Segments, and Proposal data. Build dashboards specific to your unique sales process and quote-to-cash workflow.
Can I combine Ploomes data with other sources in Looqbox?▼
Yes, you can replicate data from additional sources like Google Sheets or PostgreSQL into the same Looqbox environment. This allows you to enrich your CRM insights with financial or marketing data for comprehensive business analysis.
What types of client analysis can I perform with this connection?▼
You can segment customers using the Clients, Client Segments, and Client Ratings pipelines to identify your highest-value accounts. Combine this with Interaction Records to analyze engagement frequency and optimize your relationship management strategy.
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