Dashboards in minutes

Connect Pipedrive to BI TOTVS: Dashboards in Minutes

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Connect Pipedrive to BI TOTVS

You can easily visualize Pipedrive data in BI TOTVS by using Kondado to replicate your sales records directly into your analytics environment. With a Via Kondado connection, you simply choose Pipedrive as your data source and BI TOTVS as your destination to begin replicating deals, activities, organizations, and more. Kondado keeps your information updated on a configurable schedule, which means your reports always reflect the latest progress without any manual exports or complex setup. Business users, marketing teams, and operations managers can then explore this information to spot trends, monitor team performance, and make confident decisions backed by current numbers.

16
available pipelines
235
extractable fields
  • No code, no spreadsheets
  • Auto-refreshed data
  • 14-day free trial

Try out all the features for free for 14 days

Kondado connects Pipedrive to BI TOTVS and replicates 16 pipelines and 235 fields on a configurable schedule, enabling non-technical teams to build and maintain updated sales reports without writing code.

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

Try out all the features for free for 14 days

Available data

Pipedrive data available in BI TOTVS

Each item below is automatically replicated by Kondado from Pipedrive into BI TOTVS — no schema setup, no manual mapping.

16
available pipelines
235
extractable fields
Auto-refresh

Available integrations

Activities
Unique identifiers, activity types, and due dates are among the fields available for managing tasks, calls, and meetings.
Activity Fields
Fields such as name, data type, and whether the field is editable are essential for defining metadata of custom activities.
Activity Types
Different types of activities, such as tasks and meetings, are categorized to facilitate management and organization.
Deal Fields
Fields such as value, status, and creation date are fundamental for managing deals and their associated information.
Deal Products
Information about products associated with deals, including identifiers and quantities, is essential for sales tracking.
Deals
Data such as unique identifiers, titles, and values are used to manage and track the progress of deals.
Deals Flow (History)
History of changes in deals, including status and values, provides insights into the progress and evolution of sales.
Notes
Notes linked to deals, people, or organizations include fields such as content, creation date, and unique identifiers.
Organization Fields
Field definitions such as name, type, and status are crucial for managing information about organizations.
Organizations
Data such as unique identifiers, names, and status are used to manage and categorize organizations in the system.
Persons
Includes fields such as id, name, and email, enabling management of contacts and associated information.
Products
Contains information on id, name, and price, facilitating management of the product portfolio.
Sales Pipelines
Presents data on id, name, and stages, allowing visualization of the sales flow.
Stages
Includes fields such as id, name, and order, defining the stages of the sales process.
Teams
Provides data on id, name, and members, facilitating organization and management of teams.
Users
Includes information such as id, name, and email, allowing management of users and their permissions.

Try out all the features for free for 14 days

Combining Pipedrive with BI TOTVS opens up practical ways to track your entire sales operation. For example, by bringing together the Deals and Deals Flow pipelines, you can visualize how opportunities move through each stage and identify where prospects stall most often. The Activities pipeline helps managers monitor task completion rates and meeting schedules, while the Persons and Organizations pipelines give you a complete view of customer relationships. With these datasets available in BI TOTVS, you can build custom Pipedrive BI TOTVS reports that reveal funnel health, forecast revenue more accurately, and align your team around clear priorities.

Try out all the features for free for 14 days

How to create Pipedrive dashboards in BI TOTVS

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

1
Connect Pipedrive as Data Source

In Kondado, add Pipedrive as a new data source and enter your API credentials to authorize access. Choose the pipelines you want to replicate, such as Deals, Activities, or Persons.

2
Set BI TOTVS as Destination

Select BI TOTVS from the destination list to receive your Pipedrive data directly in your analytics environment. This establishes the flow for your selected pipelines to land where you need them for reporting.

3
Build Dashboards and Set Refresh

Open BI TOTVS and use your replicated datasets to create custom charts and reports that reflect your sales priorities. Then return to Kondado to set your preferred refresh schedule, keeping your Pipedrive BI TOTVS dashboard updated automatically.

Access Pipedrive data in BI TOTVS 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 Pipedrive 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 Pipedrive data in BI TOTVS automatically

How do I connect Pipedrive to BI TOTVS using Kondado?
Start by adding Pipedrive as a data source in your Kondado account and authenticate with your credentials. Then select BI TOTVS as your destination and choose which pipelines you want to replicate, such as Deals or Activities. Kondado will begin moving your data on the schedule you set, and your information will be ready for reporting within minutes.
What Pipedrive BI TOTVS dashboard can I build first?
A sales performance dashboard is a great starting point in BI TOTVS, combining Pipedrive Deals and Sales Pipelines datasets to show open opportunities and stage distribution. You can add activity metrics from the Activities pipeline to see how follow-up tasks correlate with deal progress. This gives managers a single view of current performance without switching between tools.
How often does Pipedrive data update in BI TOTVS?
You choose the update frequency based on your business needs, with options ranging from every five minutes to daily refreshes. This configurable schedule keeps your Pipedrive BI TOTVS report current throughout the day without manual exports. Simply adjust the timing in Kondado whenever your reporting requirements change.
Which KPIs should I track when I replicate Pipedrive data to BI TOTVS?
Focus on metrics like deal conversion rate, average time in stage, and activity volume per rep using the Deals Flow and Activities pipelines. You can also track team productivity and pipeline coverage by combining the Teams and Users pipelines with deal information. These indicators help sales leaders spot bottlenecks and allocate resources effectively.
Are there report templates available for Pipedrive and BI TOTVS?
Kondado focuses on giving you full flexibility to design custom dashboards in BI TOTVS that match your specific sales process. The 16 available Pipedrive pipelines provide all the building blocks you need to create tailored views for leadership, operations, or account management. You decide which fields to include and how to visualize them based on your unique reporting goals.
Can I share my Pipedrive BI TOTVS dashboards with my team?
Yes, once your data is in BI TOTVS, you can distribute reports to colleagues across sales, marketing, and operations. Team members can view the same refreshed numbers and collaborate around shared goals. This ensures everyone works from a single source of truth based on your replicated Pipedrive data.
Do I need technical skills to replicate Pipedrive data into BI TOTVS?
No coding is required to set up the connection or manage your data flows in Kondado. The platform is built for business users who want to focus on insights rather than technical configuration. You simply select your pipelines, set your schedule, and start building visualizations in BI TOTVS with your Pipedrive information.

Try out all the features for free for 14 days