Connect NectarCRM to Qlik Sense: Dashboards in Minutes

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NectarCRM
Qlik Sense

Visualize NectarCRM Data in Qlik Sense

Connect your NectarCRM account to Qlik Sense through Kondado and transform your sales and customer relationship data into clear, actionable visualizations. You can replicate information from appointments, contacts, opportunities, and tasks on a configurable schedule, ensuring your dashboards always reflect the latest business activity without manual work. Marketing and operations teams rely on this connection to track campaign performance, monitor sales funnel health, and make data-driven decisions that accelerate revenue growth.

Kondado provides a direct integration between NectarCRM and Qlik Sense with no intermediate databases or complex technical setup required, allowing business users to start building insightful reports in minutes.

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

With Kondado, you can bring your NectarCRM Pipelines (Sales Funnels), Opportunities, and Contacts data directly into Qlik Sense to create comprehensive views of your customer journey and sales performance. Visualizing your Opportunities: Proposals alongside Contacts allows you to analyze which customer segments generate the most quotes and track proposal feedback trends over time. This combination helps sales managers identify bottlenecks in specific funnel stages, monitor appointment-to-opportunity conversion rates, and understand which activities drive actual revenue, enabling smarter resource allocation and faster deal closures.

Try out all the features for free for 14 days

NectarCRM data available in Qlik Sense

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 Sense

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

1
Connect NectarCRM as data source

Log into Kondado and add NectarCRM as a data source, then authenticate your account and choose which pipelines to replicate.

2
Select Qlik Sense as destination

Choose Qlik Sense as your destination to receive the replicated data, with the option to also send to BigQuery or PostgreSQL for additional storage needs.

3
Build dashboards and configure refresh

Create custom sales reports in Qlik Sense using your NectarCRM data, then configure automated updates to run on your preferred schedule.

Access NectarCRM data in Qlik Sense 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 Sense automatically

How do I connect NectarCRM to Qlik Sense using Kondado?
Start by adding NectarCRM as a data source in your Kondado account and authenticate with your CRM credentials. Select the specific pipelines you want to replicate, such as Contacts or Opportunities, then choose Qlik Sense as your destination to begin the automated data flow. The entire setup takes just minutes and requires no coding or technical configuration.
What NectarCRM data can I visualize in Qlik Sense?
You can access nine different pipelines including Contacts, Opportunities, Appointments, Tasks, and Products to build comprehensive sales reports. With 409 available fields covering everything from proposal feedback to sales funnel stages, you can create detailed analyses of customer interactions and deal progression. This lets you track the complete customer lifecycle from first contact through closed sale.
How often does NectarCRM data update in Qlik Sense?
Kondado updates your data on a configurable schedule that you control, with options ranging from every five minutes to daily refreshes. You choose the frequency based on your business needs, ensuring your Qlik Sense dashboards reflect current information without overwhelming your system. This automated approach eliminates the need for manual data exports while keeping reports current.
What sales KPIs should I track in Qlik Sense with NectarCRM data?
Focus on pipeline velocity by tracking how opportunities move through your Pipelines (Sales Funnels), and monitor conversion rates between appointments and closed deals. You can also analyze proposal win rates using the Opportunities: Proposals pipeline and track team productivity through Tasks completion metrics. These insights help identify which sales activities generate the highest returns.
Can I share NectarCRM dashboards with colleagues who don't have Qlik Sense access?
While Qlik Sense offers native sharing for licensed users, you can also send NectarCRM data to Google Sheets or Looker Studio for broader distribution across your organization. This flexibility allows sales managers to share specific reports with executives or marketing teams without requiring additional Qlik licenses. Your data remains synchronized across all destinations automatically.
Do I need technical skills to replicate NectarCRM data into Qlik Sense?
No technical expertise is required, as Kondado handles the complex connection logic through a simple point-and-click interface. Business users can authenticate their NectarCRM account, select their desired pipelines, and start visualizing data within minutes. The platform manages all data formatting and transfer automatically.
Can I combine NectarCRM data with information from other platforms in Qlik Sense?
Yes, you can enrich your CRM insights by replicating data from additional sources into BigQuery or PostgreSQL, then connecting those databases to Qlik Sense alongside your NectarCRM information. This allows you to analyze sales performance against marketing spend, inventory levels, or financial data for a complete business view. Kondado supports connections to over 80 different data sources to power these combined analyses.

Try out all the features for free for 14 days