Connecting your Ploomes CRM to Zoho Analytics allows you to transform complex sales data into clear visual insights without any technical expertise or coding requirements. Kondado provides a direct connection that replicates your Ploomes information on a configurable schedule, ensuring your dashboards always reflect current business conditions and sales performance. You can track deal progression, analyze client segments, and monitor sales team activity through intuitive charts and graphs that update automatically based on your chosen frequency. This connection helps marketing and operations teams make faster decisions using accurate, up-to-date information from your sales processes.
Kondado enables business teams to visualize Ploomes CRM data in Zoho Analytics through an automated connection that updates every 5 minutes, 15 minutes, hourly, or daily based on your reporting needs.
Each item below is automatically replicated by Kondado from Ploomes into Zoho Analytics — no schema setup, no manual mapping.
36
available pipelines
275
extractable fields
∞
Auto-refresh
Available integrations
Positions
Table contains information about positions, including id, name, and associated user profile.
Cities
Table presents data about cities, including id, name, and associated state.
Cities: states
Table provides information about states related to cities, including id and state name.
Cities: countries
Table contains data about countries associated with cities, including id and country name.
Clients (companies and individuals)
Table presents information about clients, including id, name, email, and status.
Clients: ratings
Table provides data about client ratings, including id and rating name.
Clients: sources
Table contains information about client sources, including id and source name.
Clients: relationships
Table presents data about relationships between clients, including id and relationship type.
Clients: segments
Table provides information about client segments, including id and segment name.
Clients: status
Table contains data about client status, including id and status description.
Client Types
Includes fields such as id and name, allowing categorization of clients into different types for better management.
Departments
Contains fields such as id and name, facilitating the organization and structuring of departments within the company.
Documents
Presents fields such as id and filename, allowing management of documents associated with clients and sales.
Currencies
Includes fields such as id and currency, essential for financial management and conversion of values in different currencies.
Deals
Has fields such as id, ordernumber, and amount, allowing tracking and analysis of completed sales.
Deal Stages
Includes fields such as id, name, and ordination, which help define the progression of deals through different stages.
Deal Funnels
Presents fields that allow visualization and management of different sales funnels and their stages.
Deal Loss Reasons
Includes fields such as id and name, helping to identify and analyze the reasons why deals were not closed.
Deal Status
Presents fields that indicate the current status of deals, allowing better tracking of progress.
Products
Contains fields such as id and name, essential for managing and categorizing the products offered.
Product Groups
Includes fields such as id, name, and description, allowing for the categorization of products into specific groups for better organization and analysis.
Product Families
Contains fields such as id, name, and group_id, facilitating the organization of products into related families for more efficient management.
Proposals
Presents fields such as id, filename, and approval status, allowing for the management and tracking of proposals sent to clients.
Proposal Products
Includes fields such as proposal_id, product_id, and quantity, detailing the products included in each proposal for accurate tracking.
Proposal Approval Status
Contains fields such as id and name, allowing for the categorization of different approval statuses for submitted proposals.
Interaction Records
Includes fields such as id, type, and date, recording interactions made with clients for relationship analysis.
Tasks
Presents fields such as id, name, and status, allowing for effective management of tasks assigned to users within the platform.
Task Recurrence Intervals
Contains fields such as id and frequency, defining the periodicity of tasks for better work organization.
Task Types
Includes fields such as id and name, categorizing tasks into different types for easier management.
Email Reminder Types
Presents fields such as id and description, allowing the configuration of different types of email reminders for users.
Users
Table contains information about users, including fields such as id, name, and email, as well as role id and profile id.
User Suspension Reasons
Table lists the reasons for user suspension, with fields such as id and name, along with comments on the suspension.
User Profiles
Table presents user profiles, including fields such as id, name, and avatar url, along with phone and user language.
Sales
Table contains data on sales, including fields such as id, order number, date, customer id, and total sale amount.
Sales Stages
Table lists sales stages, with fields such as id, name, icon, and ordination of stages within a funnel.
Sales Products
Table contains information on sold products, including fields such as order id, product id, and quantity, along with unit price and discount.
With Kondado, you can combine data from multiple pipelines to create comprehensive sales intelligence in Zoho Analytics. Analyze your Deals pipeline alongside Clients information to identify which customer categories drive the most revenue, or track Sales data to monitor overall performance trends and seasonal patterns. These combinations help you spot bottlenecks in your sales process, optimize resource allocation, and make strategic decisions based on complete visibility of your Ploomes information. Business teams gain immediate insights into proposal success rates and team productivity without manual data preparation or complex technical setup.
Try out all the features for free for 14 days
How to create Ploomes dashboards in Zoho Analytics
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Your Ploomes Account
Add Ploomes as a data source by entering your credentials and selecting the specific data pipelines you want to replicate, such as Deals, Clients, or Sales information.
2
Choose Zoho Analytics Destination
Select Zoho Analytics from the available destinations and specify how your Ploomes data should be organized within your analytics workspace for immediate visualization.
3
Configure Dashboards and Schedule
Build your custom reports in Zoho Analytics using the replicated data and set your preferred update frequency to keep metrics current without manual intervention.
Try out all the features for free for 14 days
Access Ploomes data in Zoho Analytics 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!
Answers about visualizing Ploomes data in Zoho Analytics automatically
How do I connect Ploomes to Zoho Analytics using Kondado?▼
Start by adding Ploomes as a data source in your Kondado account and authenticate with your credentials. Then select Zoho Analytics as your destination and choose which data pipelines you want to replicate, such as Deals, Clients, or Sales. Configure your update schedule and the connection will begin transferring data automatically without requiring any technical configuration.
How often does Ploomes data update in Zoho Analytics?▼
You control the refresh frequency based on your business needs, with options ranging from every 5 minutes to daily updates. This configurable schedule ensures your dashboards display recent information without overwhelming your systems with constant updates. Choose shorter intervals for active sales periods and longer cycles for routine reporting.
What KPIs can I track by visualizing Ploomes data in Zoho Analytics?▼
You can monitor deal conversion rates by comparing Deals against Deal Stages, track revenue per client segment using the Clients and Sales pipelines, and analyze sales team productivity through Interaction Records and Tasks. These metrics help identify which proposals convert best and where prospects drop off in your funnel.
Can I share Ploomes dashboards built in Zoho Analytics with my team?▼
Yes, once your data flows into Zoho Analytics, you can build custom reports and share them with stakeholders across your organization. Team members can view the latest sales metrics without needing access to Ploomes directly, making it easier to align marketing and operations around consistent data.
Do I need technical skills to set up the Ploomes to Zoho Analytics connection?▼
No coding or database knowledge is required to establish this connection through Kondado. The setup process uses simple authentication and menu selections to configure which data you want to replicate. Business users can manage the entire pipeline configuration without involving IT departments or developers.
Can I send Ploomes data to other visualization tools besides Zoho Analytics?▼
Yes, Kondado supports multiple destinations including Power BI, Looker Studio, Google Sheets, and BigQuery. You can create separate pipelines to send the same Ploomes information to different tools for various team needs.
What types of custom dashboards can I build with Ploomes data in Zoho Analytics?▼
You can create sales funnel visualizations showing deal progression through different stages, client segmentation analyses comparing ratings and sources, and product performance reports tracking which items appear most frequently in successful proposals. These custom views combine data from multiple pipelines to reveal patterns in your complex sales process.
'%3E%3Cpath d='M51,41a9.978,9.978,0,0,0-7.857,3.835L22.648,34.588a9.69,9.69,0,0,0,0-5.176l20.5-10.247a10.1,10.1,0,1,0-1.791-3.577L20.857,25.835a10,10,0,1,0,0,12.33L41.352,48.412A9.994,9.994,0,1,0,51,41Z' fill='%23383e51'%3E%3C/path%3E%3C/g%3E%3C/svg%3E)
'%3E%3Cpath d='M33,47.645V60.71c.024-.014.05-.018.073-.033l11-7A2,2,0,0,0,45,51.992V40.012Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M31,47.645,19,40.011V51.992a2,2,0,0,0,.927,1.688l11,7c.023.015.049.019.073.033Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M32,21.693l12-7.634L33.076,7.086a2,2,0,0,0-2.152,0L20,14.059Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M12,35.556,0,27.922V39.9A2,2,0,0,0,.927,41.59l11,7c.023.014.049.019.073.033Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M52,35.556l12-7.634V39.9a2,2,0,0,1-.927,1.687l-11,7c-.023.014-.049.019-.073.033Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M47,38.914a2,2,0,0,0-.924-1.686L38,32.074V27.922l12,7.634V48.621c-.024-.014-.05-.019-.073-.033L47,46.726Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M13,33.821l12-7.634L14.076,19.214a2,2,0,0,0-2.152,0L1,26.187Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M17,38.914a2,2,0,0,1,.924-1.686L26,32.074V27.922L14,35.556V48.621c.024-.014.05-.019.073-.033L17,46.726Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M32,45.91l12-7.634L33.076,31.3a2,2,0,0,0-2.152,0L20,38.276Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M14.076,19.214a2,2,0,0,0-2.152,0L1,26.187l12,7.634,12-7.634Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M49.924,19.214a2,2,0,0,1,2.152,0L63,26.187,51,33.821,39,26.187Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M26,27.922,14,35.556V48.621c.024-.014.05-.019.073-.033L17,46.726V38.914a2,2,0,0,1,.924-1.686L26,32.074Z' fill='%23383e51' data-color='color-2'%3E%3C/path%3E%3Cpath d='M27.076,25.138A2,2,0,0,1,28,26.824V30.8l1.848-1.179A4,4,0,0,1,31,29.123V23.428L19,15.794v4.19Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M36.924,25.138A2,2,0,0,0,36,26.824V30.8l-1.848-1.179A4,4,0,0,0,33,29.123V23.428l12-7.634v4.19Z' fill='%23383e51'%3E%3C/path%3E%3Cpath d='M33.076,31.3a2,2,0,0,0-2.152,0L20,38.276,32,45.91l12-7.634Z' fill='%23383e51'%3E%3C/path%3E%3C/g%3E%3C/svg%3E)
'%3E%3Cpath d='M50.348,42.573c0-9.411-8.691-12.336-16.348-14.416v-16.1a32.837,32.837,0,0,1,9.363,1.656l2.778,1.11,2.228-5.57L45.584,8.134A38.043,38.043,0,0,0,34,6.046V1H30V6.081c-8.213.594-16.348,4.86-16.348,13.471,0,9.036,8.841,11.732,16.348,13.744V50.074a33.591,33.591,0,0,1-12.006-2.511l-2.683-1.341-2.684,5.367,2.684,1.342c.243.121,5.7,2.792,14.689,3.152V63h4V56.065C44,55.462,50.348,50.3,50.348,42.573Zm-30.7-23.021c0-5.133,5.96-7.016,10.348-7.446V27.071C23.512,25.243,19.652,23.535,19.652,19.552ZM34,50.043V34.393c6.5,1.882,10.348,3.761,10.348,8.18C44.348,48.377,37.873,49.744,34,50.043Z' fill='%23383e51'%3E%3C/path%3E%3C/g%3E%3C/svg%3E)