Connect RDStation CRM to Qlik: Dashboards in Minutes

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RDStation CRM
Qlik

How to Visualize RDStation CRM Data in Qlik

You can visualize RDStation CRM data in Qlik by connecting your Brazilian CRM through Kondado. Our direct integration sends your sales information straight to Qlik without any intermediate databases or complex technical setup. Business teams simply choose which data they need, set their preferred update schedule, and start building visual reports in minutes. Kondado handles the data replication automatically on a configurable schedule, so your dashboards always reflect the latest activity from your sales teams. Whether you manage a small agency or a growing SMB, turning your RDStation CRM records into Qlik visualizations helps you track negotiations, monitor team performance, and close more deals with confidence.

Kondado connects RDStation CRM to Qlik through a direct integration with no intermediate databases required, replicating nine pipelines including Deals, Contacts, Companies, and Tasks on a configurable schedule so your sales dashboards stay current without any coding or engineering support.

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

Combining RDStation CRM with Qlik gives Brazilian sales teams clear visibility into every stage of their pipeline. By visualizing the Deals and Deals: Stage History pipelines together in Qlik, managers can spot bottlenecks in their sales process and understand how opportunities evolve over time. Adding the Contacts pipeline lets you see exactly who your team is negotiating with and which relationships are driving revenue. These combined insights make it simple to adjust strategies, allocate team efforts, and speed up deal closures directly from your Qlik reports.

Try out all the features for free for 14 days

RDStation CRM data available in Qlik

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 Qlik

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

1
Connect RDStation CRM to Kondado

Select RDStation CRM as your data source and authenticate your account in just a few clicks. The entire process is designed for business users, letting you start replicating sales data immediately.

2
Select Qlik as your destination

Pick Qlik from the destination list to start receiving your sales data automatically. You can also route information to Power BI, Looker Studio, or Google Sheets from the same interface.

3
Build Qlik dashboards and set refresh

Create visual sales reports in Qlik using your replicated data, then define how often the information updates. Choose from intervals like every 5 minutes, hourly, or daily to keep your reports aligned with your business rhythm.

Access RDStation CRM 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 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 Qlik automatically

How do I set up RDStation CRM as a data source in Kondado?
Start by selecting RDStation CRM from our data source catalog and authenticate your account credentials. The setup is designed for business users, so you can choose your pipelines and configure your update timing without technical support. Once authenticated, your data flows directly to Qlik on the schedule you define.
What dashboards can I build with RDStation CRM data in Qlik?
You can build sales funnel reports, team activity overviews, and deal progression trackers. By combining the Deals, Contacts, and Tasks pipelines, you create unified views that show both opportunity value and the actions required to move them forward. These reports help managers allocate resources and identify which stages need attention.
How often can I refresh RDStation CRM data in my Qlik dashboard?
Kondado lets you choose from several refresh intervals, including every 5 minutes, 15 minutes, hourly, or daily. You pick the rhythm that fits your sales operation, and the updates happen automatically behind the scenes. This means your Qlik charts stay aligned with your latest CRM activity without any manual work.
Which sales metrics should I monitor in Qlik with RDStation CRM data?
Monitor conversion rates between stages, average deal size, and individual rep win rates to understand team effectiveness. You can also track task completion rates from the Tasks pipeline to see how follow-up activity correlates with closed deals. These metrics help managers coach sellers and forecast revenue with greater accuracy.
Are there ready-made dashboard templates for RDStation CRM?
Yes, pre-built report templates are available including the RD Station CRM Looker Studio Report and the RD Station CRM Power BI Report. If your team also uses Looker Studio or Power BI, you can deploy these dashboards immediately. They offer a fast starting point before customizing your own Qlik views.
Can I share Qlik dashboards built with RDStation CRM data across my team?
Yes, once your data flows into Qlik, you can distribute reports to sales managers, operations teams, and executives. Everyone views the same updated figures, making it easier to align on targets and review weekly performance. Sharing ensures your entire organization works from a single source of truth.
Do I need technical skills to replicate RDStation CRM data into Qlik?
No coding is required to connect your RDStation CRM account and start sending data to Qlik. The setup process is designed for business users, with no engineering support needed. You simply select your pipelines, pick Qlik as the destination, and begin visualizing your sales metrics.

Try out all the features for free for 14 days