Connect NectarCRM to Qlik: Dashboards in Minutes

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NectarCRM
Qlik

Visualize NectarCRM Data in Qlik

To visualize NectarCRM data in Qlik, start by connecting your CRM as a data source on Kondado and selecting Qlik as your destination. Kondado replicates your sales opportunities, contact information, and appointment data directly into Qlik, eliminating the need for complex technical setups or intermediate storage. You can then build interactive reports showing sales funnel progress, customer engagement trends, and team productivity metrics to make faster, data-driven decisions.

Kondado connects NectarCRM to Qlik through a direct connection that updates your data on a configurable schedule, giving you automated reports without manual exports or technical complexity.

With Kondado, business users can keep their Qlik dashboards current with near-real-time updates configured to run every 5 minutes, hourly, or daily. This means your sales and marketing teams always see the latest opportunity statuses and customer interactions without waiting for manual data refreshes.

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

Combining NectarCRM with Qlik unlocks powerful insights into your sales acceleration process. By replicating data from pipelines such as Opportunities, Contacts, and Pipelines (Sales Funnels), you can visualize conversion rates between funnel stages, identify which contacts generate the most revenue, and track how appointment scheduling impacts deal closure rates. These insights help sales managers optimize team performance and marketing teams refine their lead qualification strategies based on actual customer behavior patterns.

You can also monitor product performance by analyzing the Opportunities: Products pipeline alongside your sales funnel data, giving you a complete view of which offerings drive the most valuable deals. This combination empowers SMBs and agencies to make confident decisions about resource allocation, sales forecasting, and customer relationship management without relying on technical teams for manual data preparation.

Try out all the features for free for 14 days

NectarCRM data available in Qlik

9
available pipelines
409
extractable fields

Available integrations

Integration Description
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.
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.

Try out all the features for free for 14 days

How to create NectarCRM dashboards in Qlik

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

1
Connect Your NectarCRM Account

Authenticate your NectarCRM credentials in Kondado to activate the data source. This establishes the connection needed to replicate your opportunities, contacts, and sales funnel data.

2
Choose Qlik as Destination

Select Qlik from the available destinations to receive your replicated NectarCRM data. You can also send data to Power BI, Google Sheets, or BigQuery for additional analytical flexibility.

3
Configure Refresh and Visualize

Build your custom dashboards in Qlik using the replicated data, then configure the update frequency to run every 5 minutes, hourly, or daily based on your business requirements. This ensures your sales reports always reflect the latest customer interactions and opportunity statuses.

Access NectarCRM data in Qlik 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 NectarCRM 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 NectarCRM data in Qlik automatically

How do I set up NectarCRM to send data to Qlik?
Connect NectarCRM as a data source on Kondado by authenticating your account, then select Qlik as your destination. You can also send your data to Power BI, Google Sheets, or BigQuery if your team uses multiple visualization tools.
What sales KPIs can I track in Qlik using NectarCRM data?
You can track win rates by monitoring the Opportunities pipeline, measure sales velocity through the Pipelines (Sales Funnels) data, and analyze customer engagement using the Contacts and Appointments pipelines. These metrics help you identify bottlenecks in your sales process and optimize your team's daily activities.
How often does NectarCRM data update in my Qlik reports?
You configure the update frequency based on your business needs, choosing intervals from every 5 minutes to daily updates. This keeps your Qlik reports current with the latest opportunity statuses and customer interactions without manual intervention.
Can I build custom sales funnel dashboards in Qlik with NectarCRM data?
Yes, the Pipelines (Sales Funnels) and Opportunities pipelines provide all the data needed to visualize conversion rates between stages and track deal progression. You can create custom charts showing how opportunities move through your sales process and identify which stages need attention.
How do I share NectarCRM dashboards with my sales team in Qlik?
Once your data is in Qlik, you can use Qlik's native sharing features to distribute dashboards to your sales and marketing teams. This ensures everyone works with the same current data from NectarCRM, aligning your organization around consistent metrics and goals.
Do I need technical skills to connect NectarCRM to Qlik?
No technical skills are required: Kondado provides a no-code interface where you simply authenticate your NectarCRM account and choose your destination. You can also replicate data to Looker Studio or PostgreSQL alongside Qlik for different analytical needs.

Try out all the features for free for 14 days