Connect RDStation CRM to Metabase: Dashboards in Minutes

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RDStation CRM
Metabase

Visualize RDStation CRM Data in Metabase

Visualizing your RDStation CRM data in Metabase is simple with Kondado. Our platform creates a direct connection between your Brazilian sales management tool and your visualization environment, allowing you to replicate data on a configurable schedule without any coding or complex setup. You choose exactly how often your information updates, from every 5 minutes to daily, ensuring your marketing and sales teams always see current performance metrics when making strategic decisions about campaigns and follow-ups.

Kondado provides a direct integration between RDStation CRM and Metabase, allowing you to replicate 9 data pipelines including Deals, Contacts, and Stage History on a configurable schedule of every 5 minutes to daily, without intermediate databases or coding. Business teams can transform raw sales records into actionable insights, tracking deal progression, contact interactions, and team performance through intuitive charts and dashboards that support smarter, faster decision-making while eliminating manual report preparation and data consolidation tasks.

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

With your RDStation CRM data flowing into Metabase, you can analyze the complete sales journey by combining the Deals, Contacts, and Deals: Stage History pipelines. Marketing teams identify which contact sources generate the highest-value opportunities, while sales managers monitor how deals move through pipeline stages over time to spot bottlenecks and identify winning patterns. Operations teams track task completion rates alongside deal values to optimize team workload, and executives view consolidated company information to forecast revenue with confidence using fresh, automated data updates.

Try out all the features for free for 14 days

RDStation CRM data available in Metabase

9
available pipelines
189
extractable fields

Available integrations

Integration Description
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.
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.

Try out all the features for free for 14 days

How to create RDStation CRM dashboards in Metabase

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

1
Connect RDStation CRM Source

Add RDStation CRM as a data source by entering your API credentials to authorize data access.

2
Select Metabase Destination

Choose Metabase as your visualization tool to receive the replicated sales data without intermediate storage.

3
Configure Dashboard Refresh

Build your sales dashboards in Metabase and set your preferred update schedule from every 5 minutes to daily for automated data refresh.

Access RDStation CRM 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!

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

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in Metabase automatically

How do I connect RDStation CRM to Metabase without technical setup?
Start by adding RDStation CRM as a data source in your Kondado account using your API credentials. Then select Metabase as your destination, and Kondado automatically creates the connection to replicate your sales data without requiring you to manage servers or write code.
What sales KPIs can I track in Metabase using RDStation CRM data?
You can monitor deal conversion rates, average sales cycle length using the Deals: Stage History pipeline, and team performance metrics by user. Track contact growth over time, task completion rates, and product performance within deals to identify your most profitable offerings and optimize your sales process.
How often does my RDStation CRM data update in Metabase?
You configure the update frequency based on your business needs, choosing from intervals as frequent as every 5 minutes or extending to daily updates. This automated refresh keeps your dashboards current without manual exports, ensuring your team always works with the latest sales information.
Are there pre-built dashboard templates for RDStation CRM and Metabase?
While Kondado offers ready-made reports for other destinations like the RD Station CRM Looker Studio Report and RD Station CRM Power BI Report, you can easily build custom dashboards in Metabase using the replicated data. The nine available pipelines provide all necessary fields to create comprehensive sales reports tailored to your specific metrics.
Can I share RDStation CRM dashboards with my team in Metabase?
Yes, Metabase allows you to share dashboards with your entire team, embed reports in internal wikis, or schedule automated email deliveries. Your colleagues can view the latest RDStation CRM insights without needing direct access to the CRM, keeping everyone aligned on sales performance.
What specific data from RDStation CRM can I visualize in Metabase?
You can replicate nine distinct pipelines including Deals, Contacts, Companies, Tasks, Notes, Products, Users, Custom Fields, and Deals: Stage History. This covers your complete sales operation from contact information and deal values to stage progression history and team activity records.
Do I need a separate database to store RDStation CRM data for Metabase?
No, Kondado uses a "Via Kondado" connection that sends data directly to Metabase without requiring you to set up intermediate databases or data warehouses. This eliminates infrastructure costs and maintenance while providing immediate access to your sales analytics.

Try out all the features for free for 14 days