Connect RDStation CRM to QlikView: Dashboards in Minutes

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Visualize RDStation CRM Data in QlikView

To visualize RDStation CRM data in QlikView, connect your RDStation CRM account to Kondado and select QlikView as your destination. Kondado replicates your sales data on a configurable schedule, delivering fresh information directly to your QlikView environment without requiring technical setup or intermediate databases. Marketing and sales teams can then build interactive dashboards that display deal progress, team performance, and customer interactions in one centralized view.

Kondado provides a direct integration between RDStation CRM and QlikView, offering 9 pipelines with 189 fields including Deals, Contacts, and Stage History, updated automatically on schedules ranging from 5 minutes to daily.

This connection helps Brazilian businesses transform their sales management into visual intelligence. You can track WhatsApp negotiations alongside traditional deal data, monitor team productivity, and identify bottlenecks in your pipeline. The setup requires no coding knowledge, allowing operations managers to focus on insights rather than technical configuration.

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With your RDStation CRM data flowing into QlikView, you can combine information from multiple pipelines to create comprehensive sales intelligence. For example, merging the Deals pipeline with Stage History allows you to analyze conversion times between phases, while connecting Contacts with Companies helps you understand organizational relationships affecting your opportunities. These combinations enable managers to identify which activities drive closures and optimize team workflows based on actual performance patterns rather than intuition.

The visual environment makes it simple to track WhatsApp conversations recorded in Notes alongside deal values, giving you complete context for every negotiation. You can monitor task completion rates from the Tasks pipeline against deal progression, ensuring follow-ups happen at the right moments to maximize conversion rates.

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RDStation CRM data available in QlikView

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.

See all available data →

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in QlikView automatically

How do I connect RDStation CRM to QlikView using Kondado? ▼

Start by adding RDStation CRM as a data source in your Kondado account using your API credentials. Then choose QlikView as the destination and select which pipelines you want to replicate, such as Deals, Contacts, or Tasks. The connection establishes immediately without requiring intermediate databases or complex technical configuration.

What dashboards can I build with RDStation CRM data in QlikView? ▼

You can create sales funnel visualizations showing deal progression through stages, team performance dashboards tracking user activity against closure rates, and customer relationship maps combining Companies and Contacts data. Many users also build activity monitoring reports using Notes and Tasks data to ensure timely follow-ups on hot opportunities.

How often does RDStation CRM data update in QlikView? ▼

Kondado updates your data on a configurable schedule that you control, with options ranging from every 5 minutes to daily intervals. You select the frequency based on your business needs, ensuring your QlikView reports reflect recent sales activities and deal changes without manual refreshing.

Which KPIs should I track from RDStation CRM in QlikView? ▼

Focus on deal conversion rates by stage, average sales cycle length using the Stage History pipeline, and team productivity metrics from Tasks completion data. You should also monitor contact engagement patterns and deal values by company size to identify your most profitable customer segments.

Are there pre-built templates for RDStation CRM dashboards? ▼

Yes, Kondado offers ready-made report templates including the RD Station CRM Looker Studio Report and RD Station CRM Power BI Report. These templates provide immediate visualizations for common sales metrics, though you can also send data to Looker Studio or Power BI if you prefer those platforms over QlikView.

Can I share QlikView dashboards with my sales team? ▼

Once your data reaches QlikView, you can distribute dashboards to team members through QlikView's native sharing features, allowing managers and representatives to view the same updated information simultaneously. This ensures everyone works with current deal statuses and activity records during negotiations and planning sessions.

Do I need technical skills to visualize RDStation CRM in QlikView? ▼

No coding or technical expertise is required to set up the connection or build basic visualizations. Kondado manages the data replication on your chosen schedule, while QlikView's drag-and-drop interface allows business users to create charts and reports without writing queries or managing databases.

Try out all the features for free for 14 days

Get started for free

Get started for free

Get started for free

Connect RDStation CRM to QlikView: Dashboards in Minutes

Get started for free

Visualize RDStation CRM Data in QlikView

RDStation CRM data available in QlikView

Available integrations

How to create RDStation CRM dashboards in QlikView

Connect RDStation CRM to Kondado

Choose QlikView as destination

Configure refresh and build dashboards

Access RDStation CRM data in QlikView and combine it with dozens of other data sources

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