Connect RDStation CRM to Qlik Sense: Dashboards in Minutes

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RDStation CRM
Qlik Sense

Visualize RDStation CRM Data in Qlik Sense

Kondado makes it easy to visualize your sales information from RDStation CRM directly inside Qlik Sense without any technical complexity. You simply connect your RDStation CRM account as a data source, choose the pipelines you want to replicate, and send them straight to Qlik Sense through a Via Kondado connection. Business teams can then explore deals, contacts, and activities through interactive charts that turn raw records into actionable insights. The setup requires no coding and no intermediate databases, so marketing and operations teams can start building reports within minutes and focus on closing more business. Whether you need to track pipeline health or monitor team performance, your sales data becomes clear and ready for decisions.

Kondado connects RDStation CRM to Qlik Sense through a Via Kondado connection, offering nine available pipelines with 189 fields that update on a configurable schedule to keep your sales dashboards current.

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 Qlik Sense, you can combine the Deals, Contacts, and Deals: Stage History pipelines to build comprehensive views of your sales operation. Analyzing stage movement alongside contact details helps managers identify which opportunities are advancing and where negotiations stall, while tracking deal values over time supports more accurate revenue forecasting. Teams can also layer in Tasks and Notes to measure activity levels against outcomes, making it easier to coach representatives and allocate effort toward the highest potential opportunities. These connected insights turn everyday CRM records into clear visual guidance that supports daily prioritization and long-term strategy.

Try out all the features for free for 14 days

RDStation CRM data available in Qlik Sense

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 Sense

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

1
Connect RDStation CRM to Kondado

Log into Kondado and add RDStation CRM as a data source by entering your credentials. Choose the pipelines you want to replicate, such as Deals, Contacts, or Tasks.

2
Select Qlik Sense destination

Choose Qlik Sense from the destination list to receive your RDStation CRM data. Kondado sends your selected pipelines directly through a Via Kondado connection.

3
Build Qlik Sense dashboards and schedule updates

Inside Qlik Sense, create reports using your replicated RDStation CRM fields, then define your update frequency in Kondado. Your dashboards stay current on a configurable schedule so your team always sees updated sales metrics.

Access RDStation CRM 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 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 Sense automatically

How do I set up RDStation CRM as a data source for Qlik Sense?
Start by adding RDStation CRM as a data source inside Kondado and authenticate your account. Then pick the pipelines you want to replicate and select Qlik Sense as your destination to begin sending data. The entire configuration happens through a simple interface, so you can have your sales information ready for visualization quickly.
What kind of dashboards can I build with RDStation CRM and Qlik Sense?
You can build dashboards that track deal progression, sales team activity, and contact engagement over time. By combining pipelines like Deals, Stage History, and Tasks from RDStation CRM, managers can visualize conversion trends and identify which activities drive closures. These reports help operations and marketing teams align their efforts around actual sales performance.
How frequently can I update my RDStation CRM data in Qlik Sense?
Kondado lets you choose a configurable schedule for your RDStation CRM data that fits your business rhythm, including options like every five minutes, hourly, or daily. This means your Qlik Sense dashboards reflect recent CRM activity automatically. You control the timing based on how dynamic your sales operations are.
Which KPIs are most useful to track when visualizing RDStation CRM in Qlik Sense?
Popular metrics drawn from RDStation CRM include average deal size, stage-to-stage conversion rates, time spent in each stage, and tasks completed per representative. You can also monitor total pipeline value and compare it against monthly targets. These KPIs give leadership a clear picture of team productivity and revenue health.
Does Kondado offer ready-made dashboards for RDStation CRM?
Yes, Kondado provides pre-built dashboards that help you get started faster, including the RD Station CRM Looker Studio Report and RD Station CRM Power BI Report. You can also send data to Google Sheets, BigQuery, or PostgreSQL if your team uses other tools. This flexibility lets you choose the best destination for your reporting needs.
Can I share Qlik Sense dashboards built with RDStation CRM data across my organization?
Once your RDStation CRM data is in Qlik Sense, you can use the platform's built-in sharing features to distribute dashboards to stakeholders, executives, or field teams. Because Kondado keeps the underlying information synchronized on your chosen schedule, everyone views the same current numbers. This alignment helps teams collaborate around consistent sales insights.
What specific RDStation CRM pipelines can I replicate into Qlik Sense?
Kondado offers nine pipelines covering core sales records from RDStation CRM, such as Deals, Contacts, Companies, Deals: Stage History, Tasks, Notes, Products, Custom Fields, and Users. This breadth allows you to analyze everything from opportunity values and contact details to product catalogs and user assignments. You select only the pipelines you need, keeping your Qlik Sense environment focused and relevant.

Try out all the features for free for 14 days