Dashboards in minutes

Connect RDStation CRM to BI TOTVS: Dashboards in Minutes

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Connect RDStation CRM to BI TOTVS

You can visualize your sales information from RDStation CRM, formerly Plug CRM, directly inside BI TOTVS using Kondado. The process requires no technical knowledge: you connect your account as a data source, choose BI TOTVS as your destination, and select which information you want to replicate. Kondado handles the transfer through a direct Via Kondado connection, so you do not need any intermediate database or complex setup. Your marketing and sales teams get clear visualizations that help them track performance and make confident decisions without waiting on IT support.

9
available pipelines
189
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect RDStation CRM now →

Try out all the features for free for 14 days

Kondado lets business users replicate RDStation CRM data into BI TOTVS on a configurable schedule, offering nine pipelines and 189 fields with no code required.

Once your data is flowing, you can build reports that show deal progress, team productivity, and contact trends. Updates run automatically on the schedule you choose, keeping your reports current and your meetings focused on action rather than manual data collection.

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

RDStation CRM data available in BI TOTVS

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

9
available pipelines
189
extractable fields
∞
Auto-refresh

Available integrations

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.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

With your RDStation CRM information available in BI TOTVS, you can turn raw sales records into actionable business intelligence. The Deals pipeline shows exactly where each opportunity stands, while the Deals: Stage History pipeline reveals how long prospects stay in each phase of your funnel. By combining these with the Contacts pipeline, you can analyze which relationships drive the most revenue and identify follow-up patterns that lead to closes. This combination helps managers allocate team effort more effectively, forecast monthly results with greater confidence, and spot bottlenecks before they impact revenue targets. Operations teams finally have a single place to monitor sales funnel health and sales velocity without switching between platforms.

Try out all the features for free for 14 days

How to create RDStation CRM dashboards in BI TOTVS

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

1
Add RDStation CRM as Source

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

2
Select BI TOTVS Destination

Choose BI TOTVS as your destination to receive the replicated sales data through the Via Kondado connection. This directs your selected information into the visualization tool without any intermediate steps.

3
Build Reports and Schedule Updates

Create your reports inside BI TOTVS using the replicated fields, then set your preferred refresh cadence to keep insights current. Your team can now view deal progress, contact trends, and sales performance without manual updates.

Access RDStation CRM 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!

55pbx
55pbx
ActiveCampaign
ActiveCampaign
Google Ads
Google Ads
Amazon S3
Amazon S3
api4com
api4com
Apple App Store
Apple App Store
ASAAS
ASAAS
AWS CloudWatch Metrics
AWS CloudWatch Metrics
Azure Table Storage
Azure Table Storage
BigQuery
BigQuery
Bing
Bing
Bitrix24 CRM
Bitrix24 CRM
Bling!
Bling!
Blip (take)
Blip (take)
ClickUp
ClickUp
Clockify
Clockify
ContaAzul
ContaAzul
Criteo
Criteo
E-goi
E-goi
EADBOX
EADBOX
Exact Sales
Exact Sales
Facebook Ads
Facebook Ads
Facebook
Facebook
Fatura Simples
Fatura Simples
Freshdesk
Freshdesk
FTP
FTP
Google Analytics GA4
Google Analytics GA4
Google Cloud Storage
Google Cloud Storage
Google Play Store
Google Play Store
Google Search Console
Google Search Console
Google Sheets
Google Sheets
Granatum
Granatum
Hi Platform
Hi Platform
Hotmart
Hotmart
Hubspot
Hubspot
Huggy
Huggy
InfluxDB v1
InfluxDB v1
Infusionsoft (Keap)
Infusionsoft (Keap)
Instagram Ads
Instagram Ads
Instagram
Instagram
Jira
Jira
Linkedin
Linkedin
Loja Integrada
Loja Integrada
MailChimp
MailChimp
Mandrill
Mandrill
Mautic
Mautic
Meetime
Meetime
Mercado Libre
Mercado Libre
Meta Ads
Meta Ads
Microsoft Ads
Microsoft Ads
Microsoft Advertising
Microsoft Advertising
Mixpanel
Mixpanel
monday.com
monday.com
MongoDB
MongoDB
Movidesk
Movidesk
MySQL (& MariaDB)
MySQL (& MariaDB)
NectarCRM
NectarCRM
Notion
Notion
Nuvemshop (Tiendanube)
Nuvemshop (Tiendanube)
Olist Tiny
Olist Tiny
Omie
Omie
Oracle
Oracle
Pagar.me
Pagar.me
Pinterest Ads
Pinterest Ads
Pipedrive
Pipedrive
Pipefy
Pipefy
PipeRun
PipeRun
Ploomes
Ploomes
PostgreSQL
PostgreSQL
Pushwoosh
Pushwoosh
RDStation CRM
RDStation CRM
RDStation
RDStation
Recruiterbox
Recruiterbox
Salesforce Marketing Cloud (Exact Target)
Salesforce Marketing Cloud (Exact Target)
Salesforce
Salesforce
SenseData
SenseData
Shopify
Shopify
SQLServer
SQLServer
Stilingue
Stilingue
Superlogica
Superlogica
Sympla
Sympla
Taboola
Taboola
Tangerino
Tangerino
TikTok Ads
TikTok Ads
TikTok Organic
TikTok Organic
Tiny ERP
Tiny ERP
Toggl
Toggl
Tray
Tray
Trello
Trello
Twilio
Twilio
VNDA
VNDA
VTEX
VTEX
Wake Commerce
Wake Commerce
Webhook
Webhook
Wootric
Wootric
WordPress
WordPress
X Ads
X Ads
YouTube
YouTube
Zeeng
Zeeng
Zendesk Chat (Zopim)
Zendesk Chat (Zopim)
Zendesk
Zendesk

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

Airtable
RDStation CRM > Airtable
Alteryx
RDStation CRM > Alteryx
Amazon Quicksight
RDStation CRM > Amazon Quicksight
BIMachine
RDStation CRM > BIMachine
Cortex
RDStation CRM > Cortex
Data Studio
RDStation CRM > Data Studio
Geckoboard
RDStation CRM > Geckoboard
Grafana
RDStation CRM > Grafana
IBM Cognos Analytics
RDStation CRM > IBM Cognos Analytics
Klipfolio
RDStation CRM > Klipfolio
Looker Studio
RDStation CRM > Looker Studio
Looker
RDStation CRM > Looker
Looqbox
RDStation CRM > Looqbox
Metabase
RDStation CRM > Metabase
Microstrategy
RDStation CRM > Microstrategy
Pentaho
RDStation CRM > Pentaho
Power BI
RDStation CRM > Power BI
Qlik Cloud Analytics
RDStation CRM > Qlik Cloud Analytics
Qlik Sense
RDStation CRM > Qlik Sense
Qlik
RDStation CRM > Qlik
QlikView
RDStation CRM > QlikView
Redash
RDStation CRM > Redash
Superset
RDStation CRM > Superset
Tableau
RDStation CRM > Tableau
BI TOTVS
RDStation CRM > BI TOTVS
Zoho Analytics
RDStation CRM > Zoho Analytics

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in BI TOTVS automatically

How do I set up RDStation CRM as a data source for BI TOTVS? ▼
Inside Kondado, add RDStation CRM as a data source by entering your credentials and authorizing access. Choose the pipelines you want to replicate, such as Contacts or Deals. The Via Kondado connection begins transferring your chosen data so you can start building reports right away.
What reports can I build with RDStation CRM data in BI TOTVS? ▼
You can create reports that track sales funnel progression, team activity, and deal conversion rates using the available pipelines. For example, combine the Deals and Tasks data to monitor rep productivity and overdue activities in one view. Managers often build monthly forecast boards that highlight which opportunities are likely to close based on stage history and deal value.
How frequently can I refresh RDStation CRM data in BI TOTVS? ▼
Kondado lets you set automated updates to run every few minutes, hourly, or daily depending on how fast your sales data changes. You control the cadence from your account settings and can change it as your reporting needs evolve. This keeps your BI TOTVS views aligned with your latest deal activity without manual work.
Which KPIs should I track when visualizing RDStation CRM in BI TOTVS? ▼
Focus on metrics like average time in stage, win rate by rep, deal size trends, and funnel coverage to understand sales health. The Deals: Stage History pipeline helps you measure velocity, while the Users pipeline lets you compare individual performance against team goals. Tracking these numbers in BI TOTVS makes it easier to run data-driven weekly reviews.
Does Kondado offer ready-made reports for RDStation CRM? ▼
Yes, Kondado provides pre-built report templates that help you visualize RDStation CRM data quickly, including the RD Station CRM Looker Studio Report and the RD Station CRM Power BI Report. These reports are available if you also use Looker Studio or Power BI, giving you a head start on sales analytics. For BI TOTVS, you can use the same replicated data to build custom reports tailored to your business rules.
Can I share BI TOTVS reports with my sales team? ▼
Yes, once your reports are built inside BI TOTVS, you can share them with managers, reps, and executives according to your platform permissions. This keeps everyone aligned on opportunity status and team goals without distributing static files. Your team accesses the same updated numbers during meetings, so conversations stay focused on strategy.
Do I need technical skills to replicate RDStation CRM data into BI TOTVS? ▼
No coding or IT background is required to set up the connection between RDStation CRM and BI TOTVS through Kondado. The interface guides you through selecting your data source, destination, and pipelines in a few clicks. Business users at SMBs and agencies typically complete the setup and start viewing data within minutes.

Try out all the features for free for 14 days