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Connect NectarCRM to Metabase: Dashboards in Minutes

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Connect NectarCRM to Metabase

NectarCRM

Metabase

Kondado makes it simple to visualize your NectarCRM data in Metabase without any technical setup or complex configuration. You can replicate your sales pipelines, contact information, and opportunity data directly into Metabase to create insightful dashboards that drive business decisions. This connection helps business teams track sales performance, monitor customer relationships, and identify growth opportunities through intuitive visual analytics. Whether you are in sales operations or marketing management, you can start analyzing your CRM data immediately without writing a single line of code.

available pipelines

409

extractable fields

✓No code, no spreadsheets
✓Auto-refreshed data
✓14-day free trial

Connect NectarCRM now →

Try out all the features for free for 14 days

Kondado enables a direct connection between NectarCRM and Metabase that replicates your data on a configurable schedule, allowing you to build and share interactive reports with your team in minutes.

With Kondado, you choose how often your data refreshes, from every five minutes to daily updates, ensuring your reports always reflect current business conditions. The platform handles all the technical complexity behind the scenes, so you can focus on interpreting your sales metrics and optimizing your customer engagement strategies.

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

NectarCRM data available in Metabase

Each item below is automatically replicated by Kondado from NectarCRM into Metabase — no schema setup, no manual mapping.

available pipelines

409

extractable fields

∞

Auto-refresh

Available integrations

Appointments

Scheduled appointments with fields such as id, subject, and creation date, along with client information like name and email.

Contacts

Registered contacts with data such as id, active status, and communication information including email and phone.

Opportunities

Sales opportunities with fields such as id, total discount value, and status, along with information about the sales funnel.

Opportunities: Products

Products associated with opportunities, including opportunity id, quantity of products, and opportunity temperature.

Opportunities: Proposals

Proposals linked to opportunities, with fields such as id, feedback, and feedback date, along with author information.

Pipelines (Sales Funnels)

Sales funnels with information about stages and status of opportunities, allowing visualization of sales progress.

Products

Available products with fields such as id, name, and description, along with information about prices and categories.

Qualifications

Qualifications of contacts and opportunities, including fields such as id, status, and notes on performance.

Tasks

Assigned tasks with fields such as id, description, and status, along with information about responsible parties and deadlines.

Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

By combining NectarCRM with Metabase, you gain powerful visibility into your sales funnel and customer journey through customizable visualizations. You can analyze your Opportunities and Pipelines data to understand conversion rates at each stage, or cross-reference Contacts with Appointments to measure meeting effectiveness and follow-up patterns. These insights help sales managers identify bottlenecks in the sales process, forecast revenue more accurately based on historical opportunity data, and coach team members using actual performance metrics rather than intuition. Marketing teams can also track qualification trends to optimize lead scoring and improve campaign targeting for better resource allocation.

Try out all the features for free for 14 days

How to create NectarCRM dashboards in Metabase

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

Connect NectarCRM as Data Source

Configure NectarCRM in Kondado by entering your credentials and selecting which pipelines to replicate, such as Contacts, Opportunities, or Sales Funnels.

Choose Metabase Destination

Select Metabase as your destination to receive the replicated data directly, with no complex setup or intermediate storage required.

Configure Reports and Scheduling

Build your visualizations in Metabase and set your preferred data refresh frequency to keep sales insights updated automatically.

Access NectarCRM data in Metabase 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

ActiveCampaign

Google Ads

Amazon S3

api4com

Apple App Store

ASAAS

AWS CloudWatch Metrics

Azure Table Storage

BigQuery

Bing

Bitrix24 CRM

Bling!

Blip (take)

ClickUp

Clockify

ContaAzul

Criteo

E-goi

EADBOX

Exact Sales

Facebook Ads

Facebook

Fatura Simples

Freshdesk

FTP

Google Analytics GA4

Google Cloud Storage

Google Play Store

Google Search Console

Google Sheets

Granatum

Hi Platform

Hotmart

Hubspot

Huggy

InfluxDB v1

Infusionsoft (Keap)

Instagram Ads

Instagram

Jira

Loja Integrada

MailChimp

Mandrill

Mautic

Meetime

Mercado Libre

Meta Ads

Microsoft Ads

Microsoft Advertising

Mixpanel

monday.com

MongoDB

Movidesk

MySQL (& MariaDB)

NectarCRM

Notion

Nuvemshop (Tiendanube)

Olist Tiny

Omie

Oracle

Pagar.me

Pinterest Ads

Pipedrive

Pipefy

PipeRun

Ploomes

PostgreSQL

Pushwoosh

RDStation CRM

RDStation

Recruiterbox

Salesforce Marketing Cloud (Exact Target)

Salesforce

SenseData

Shopify

SQLServer

Stilingue

Superlogica

Sympla

Taboola

Tangerino

TikTok Ads

TikTok Organic

Tiny ERP

Toggl

Tray

Trello

Twilio

VNDA

VTEX

Wake Commerce

Webhook

Wootric

WordPress

X Ads

YouTube

Zeeng

Zendesk Chat (Zopim)

Zendesk

Visualize NectarCRM data in other BI tools

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

NectarCRM > Airtable

NectarCRM > Alteryx

NectarCRM > Amazon Quicksight

NectarCRM > BIMachine

NectarCRM > Cortex

NectarCRM > Data Studio

NectarCRM > Geckoboard

NectarCRM > Grafana

NectarCRM > IBM Cognos Analytics

NectarCRM > Klipfolio

NectarCRM > Looker Studio

NectarCRM > Looker

NectarCRM > Looqbox

NectarCRM > Metabase

NectarCRM > Microstrategy

NectarCRM > Pentaho

NectarCRM > Power BI

NectarCRM > Qlik Cloud Analytics

NectarCRM > Qlik Sense

NectarCRM > Qlik

NectarCRM > QlikView

NectarCRM > Redash

NectarCRM > Superset

NectarCRM > Tableau

NectarCRM > BI TOTVS

NectarCRM > Zoho Analytics

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Predictable pricing

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Frequently Asked Questions (FAQ)

Answers about visualizing NectarCRM data in Metabase automatically

How do I connect NectarCRM to Metabase using Kondado? ▼

Start by adding NectarCRM as a data source in your Kondado account using your CRM credentials. Then select Metabase as your destination and choose which pipelines you want to replicate, such as Contacts, Opportunities, or Tasks. Kondado handles the connection automatically, delivering your data directly to Metabase without requiring any manual API configuration or database management.

What sales KPIs can I track in Metabase with NectarCRM data? ▼

You can monitor critical metrics including conversion rates between pipeline stages, average deal size from your Opportunities data, and sales cycle length from proposal to close. Track appointment completion rates by analyzing your Appointments pipeline alongside Contacts, or measure task efficiency by reviewing completed versus pending activities. These metrics help you identify which activities drive revenue and where prospects typically stall in your funnel.

How often does my NectarCRM data update in Metabase? ▼

Kondado updates your data on a configurable schedule that you control, with options ranging from every five minutes to daily refreshes. You can set different frequencies for different pipelines based on your reporting needs, updating high-priority sales data more frequently while refreshing reference data like Products less often. This ensures your Metabase dashboards reflect current business conditions without overwhelming your systems with unnecessary updates.

Can I build a sales funnel dashboard in Metabase with NectarCRM data? ▼

Yes, you can create comprehensive funnel visualizations using the Pipelines and Opportunities pipelines to track prospects from initial qualification through final conversion. Combine this data with Qualifications information to understand which criteria predict successful deals, and add Tasks data to see how follow-up activities correlate with progression through each stage. These dashboards give sales managers immediate visibility into pipeline health and individual rep performance.

How do I share NectarCRM dashboards with my sales team in Metabase? ▼

Once you build your dashboards in Metabase, you can share them via direct links, email subscriptions, or embedded views depending on your Metabase configuration. Since Kondado keeps your data synchronized automatically, your team always sees consistent, up-to-date information without needing access to the original CRM. You can also send data to Google Sheets or Power BI if team members prefer those tools for collaboration.

Do I need technical skills to visualize NectarCRM data in Metabase? ▼

No coding or technical expertise is required to set up the connection or build dashboards, as Kondado handles all the data replication automatically. Metabase offers an intuitive interface for creating charts and graphs using your replicated NectarCRM pipelines through simple point-and-click actions. Business users can generate meaningful sales reports within minutes of connecting their accounts, focusing on insights rather than technical configuration.

What types of reports can I create combining Opportunities and Contacts data? ▼

You can build reports showing which contact segments generate the most valuable opportunities, or analyze the relationship between communication history and deal progression. Cross-reference opportunity values with contact qualification scores to identify your highest-potential prospects, or track how appointment frequency with specific contacts influences their likelihood to convert. These combined insights help you prioritize outreach efforts and personalize your sales approach.

Try out all the features for free for 14 days

Get started for free

Get started for free

Get started for free

Connect NectarCRM to Metabase: Dashboards in Minutes

Get started for free

NectarCRM data available in Metabase

Available integrations

How to create NectarCRM dashboards in Metabase

Connect NectarCRM as Data Source

Choose Metabase Destination

Configure Reports and Scheduling

Access NectarCRM data in Metabase and combine it with dozens of other data sources

55pbx

ActiveCampaign

Google Ads

Amazon S3

api4com

Apple App Store

ASAAS

AWS CloudWatch Metrics

Azure Table Storage

BigQuery

Bing

Bitrix24 CRM

Bling!

Blip (take)

ClickUp

Clockify

ContaAzul

Criteo

E-goi

EADBOX

Exact Sales

Facebook Ads

Facebook

Fatura Simples

Freshdesk

FTP

Google Analytics GA4

Google Cloud Storage

Google Play Store

Google Search Console

Google Sheets

Granatum

Hi Platform

Hotmart

Hubspot

Huggy

InfluxDB v1

Infusionsoft (Keap)

Instagram Ads

Instagram

Jira

Linkedin

Loja Integrada

MailChimp

Mandrill

Mautic

Meetime

Mercado Libre

Meta Ads

Microsoft Ads

Microsoft Advertising

Mixpanel

monday.com

MongoDB

Movidesk

MySQL (& MariaDB)

NectarCRM

Notion

Nuvemshop (Tiendanube)

Olist Tiny

Omie

Oracle

Pagar.me

Pinterest Ads

Pipedrive

Pipefy

PipeRun

Ploomes