Connecting your Ploomes CRM to Qlik allows you to transform complex sales data into clear visual insights for smarter decision making. With Kondado, you can replicate data from Ploomes directly into Qlik without technical complexity or intermediate databases. Simply select your data source, choose which pipelines to activate from the 36 available options covering deals, clients, products, and sales activities, and start building dashboards that track your entire commercial operation. Your reports stay current with automated updates on a configurable schedule, whether you need fresh data every 15 minutes for active sales days or daily summaries for executive reviews. This seamless connection helps sales teams, marketing departments, and operations managers visualize performance metrics without waiting for IT support or manual data preparation.
Kondado provides a direct integration between Ploomes and Qlik, offering 36 pipelines with 275 fields including Deals, Clients, and Sales data that update automatically on your chosen schedule without requiring any coding or database management.
Each item below is automatically replicated by Kondado from Ploomes into Qlik — 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.
When you combine Ploomes sales management with Qlik visualization capabilities, you gain powerful insights into your commercial operations. Analyze your Deals pipeline alongside Client ratings and Sources to understand which lead generation channels convert best, or track Sales Products against Deal Stages to identify bottlenecks in your sales funnel. This combination helps sales managers monitor team performance, forecast revenue accurately, and optimize proposal approval workflows by visualizing how deals progress through different stages. You can also cross-reference Interaction Records with Task completion rates to measure client engagement effectiveness across your team.
Try out all the features for free for 14 days
How to create Ploomes dashboards in Qlik
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Add Ploomes to Kondado
Log into Kondado and add Ploomes as a new data source, then authenticate with your existing Ploomes account credentials to establish the connection.
2
Choose Qlik Destination
Select Qlik as your destination and configure which of the 36 available pipelines you want to replicate, including Deals, Clients, and Sales data.
3
Configure Refresh Schedule
Set your preferred update frequency in Kondado and start building custom dashboards in Qlik that automatically refresh with your latest sales data.
Try out all the features for free for 14 days
Access Ploomes 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!
Answers about visualizing Ploomes data in Qlik automatically
How do I connect Ploomes to Qlik using Kondado?▼
Start by adding Ploomes as a data source in your Kondado account, then authenticate with your existing Ploomes credentials. Select Qlik as your destination and choose which pipelines to activate from the 36 available options. The setup requires no coding and takes just a few minutes to complete.
What Ploomes data can I visualize in Qlik?▼
You can access 36 pipelines including Deals, Clients, Sales, Products, and Interaction Records with 275 total fields. This covers your entire sales cycle from lead sources and client segments to proposal approvals and deal loss reasons, enabling comprehensive sales analytics.
How often does Ploomes data update in Qlik?▼
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 without manual exports, ensuring your sales team always works with the latest deal and client information.
What sales KPIs should I track in Qlik with Ploomes data?▼
Monitor deal conversion rates by funnel stage, average deal size across client segments, and sales cycle duration from proposal to close. You can also track team productivity through Tasks completion and measure revenue by product family or currency.
Can I share Qlik dashboards with my sales team?▼
Yes, once you build your dashboards in Qlik, you can share them with team members through Qlik's native sharing features. This allows sales managers and representatives to access the same updated Ploomes data views without needing separate Kondado accounts.
Do I need technical skills to set up the Ploomes connection?▼
No, the entire setup is designed for business users without technical expertise. You simply select your pipelines and configure the schedule through Kondado's interface, eliminating the need for API programming or database management knowledge.
Can I combine Ploomes data with other sources in Qlik?▼
Yes, you can send data from other sources like Google Sheets, BigQuery, or PostgreSQL to Qlik alongside your Ploomes information. This allows you to create unified dashboards that combine CRM data with financial or marketing metrics for complete business intelligence.
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