Analyze your Salesforce data in Klipfolio

Getting your data from Salesforce to Klipfolio can be a pain. Managing pipelines for all your data sources just isn’t sustainable, but your reporting can’t be put on hold while you wait for IT or Engineering to get to your ticket.

With Panoply, you can eliminate that hassle—and all that wasted time. Set up code-free connections to both Salesforce and Klipfolio with just a few clicks. Then Panoply will automatically sync your data so it’s ready to analyze when you are.

It’s that simple: Unblock your data with Panoply.

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How it works

Connect to Salesforce without complicated code.

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Automatically sync and store the data you want with table-level control.

See the Salesforce data Panoply collects

Connect to Klipfolio and start analyzing in minutes.

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Get started

for free

Free 21-Day Proof of Value

Query-ready data with just a few clicks

Seamlessly update all your Klipfolio reports and dashboards without lifting a finger. Set it up in minutes, then let Panoply handle the rest.
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Code-free data pipeline
Easily connect Salesforce and all your other data sources with automated integrations that take pipeline management off your to-do list.
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Fuel your analytics
Power BI and analytical tools like Klipfolio with fresh data so your whole team can discover insights that drive your business forward.
See all BI tool integrations

Integrate with Salesforce in minutes

Salesforce is a gold mine of marketing and sales data. With details about every lead, account, and deal your company has ever captured, Salesforce isn’t just a CRM—it’s a crucial source of insights for your organization. So what’s the problem? It’s simple: Salesforce’s built-in reporting can’t give you a competitive edge and building custom reporting within the CRM is often an exercise in frustration…especially if you want to augment Salesforce data with information from other platforms your company uses. What’s more, Salesforce’s data model is incredibly complex, requiring analysts to unravel the platform’s many related tables before even beginning to build insights. Thankfully, analysts can unlock their Salesforce data’s potential with Panoply. Code-free syncing and data warehousing makes centralizing the data simple so they can discover game-changing trends that move their business forward.

Learn more:
Documentation
Salesforce Data Warehousing
Salesforce Business Intelligence

See All Connectors

Other connectors with Salesforce

Salesforce +
Count
Salesforce +
Tableau
Salesforce +
Power BI
Salesforce +
Looker
Salesforce +
Luzmo
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Mode Analytics
Salesforce +
Panintelligence
Salesforce +
Metabase
Salesforce +
Looker Studio
Salesforce +
Redash
Salesforce +
Apache Superset
Salesforce +
SeekWell
Salesforce +
Amazon QuickSight
Salesforce +
Domo
Salesforce +
Grafana
Salesforce +
Qlik
Salesforce +
Trevor.io
Salesforce +
Draxlr
Salesforce +
Apache Zeppelin
Salesforce +
Birst
Salesforce +
CARTO
Salesforce +
Databricks
Salesforce +
GoodData
Salesforce +
Holistics
Salesforce +
IBM Cognos
Salesforce +
Jupyter
Salesforce +
Klipfolio
Salesforce +
KNIME
Salesforce +
MicroStrategy
Salesforce +
Pentaho
Salesforce +
Plotly
Salesforce +
PopSQL
Salesforce +
Julia
Salesforce +
Pandas
Salesforce +
Python
Salesforce +
SQL
Salesforce +
R
Salesforce +
Shiny
Salesforce +
ThoughtSpot
Salesforce +
TIBCO Spotfire X
Salesforce +
Yellowfin
Salesforce +
Zoho Analytics
Salesforce +
Amazon DynamoDB
Salesforce +
Amazon S3
Salesforce +
AppsFlyer
Salesforce +
Asana
Salesforce +
BigCommerce
Salesforce +
BigQuery
Salesforce +
Bing Ads
Salesforce +
CSV
Salesforce +
Delighted
Salesforce +
Elasticsearch
Salesforce +
Facebook Ads
Salesforce +
Facebook Pages
Salesforce +
Facebook Posts
Salesforce +
Google Ads
Salesforce +
Google Analytics
Salesforce +
Google Cloud Storage
Salesforce +
Google Drive
Salesforce +
Google Search Console
Salesforce +
Google Sheets
Salesforce +
HubSpot
Salesforce +
Instagram for Business
Salesforce +
Intercom
Salesforce +
Jira
Salesforce +
JSON
Salesforce +
Klaviyo
Salesforce +
LinkedIn Ads
Salesforce +
MailChimp
Salesforce +
Microsoft Excel
Salesforce +
Microsoft OneDrive
Salesforce +
Microsoft SQL Server
Salesforce +
MongoDB
Salesforce +
MySQL
Salesforce +
NetSuite
Salesforce +
Pardot
Salesforce +
PostgreSQL
Salesforce +
Quickbooks
Salesforce +
Redshift
Salesforce +
SFTP
Salesforce +
Shopify
Salesforce +
Square
Salesforce +
Stripe
Salesforce +
Twilio
Salesforce +
Twitter Ads
Salesforce +
Twitter
Salesforce +
Upload Data
Salesforce +
WooCommerce
Salesforce +
Wordpress
Salesforce +
Xero
Salesforce +
Zendesk

Integrate with Klipfolio in minutes

Klipfolio is an easy-to-use interactive BI tool with a drag-and-drop UI and preset visualizations. You can expand its data integration capabilities with custom HTML script, built-in applied actions and formulas. Use a prebuilt dashboard or else build, share and display your own on a TV screen if you want to. Klipfolio’s ease of use is one of its strongest selling points, but it still needs ETL (extract, transform and load) to produce data-based output. With one click, Panoply Klipfolio integration automatically takes the entire ETL process off your hands.

See All Connectors

Other connectors with Klipfolio

Klipfolio +
Salesforce
Klipfolio +
HubSpot
Klipfolio +
PostgreSQL
Klipfolio +
MySQL
Klipfolio +
MongoDB
Klipfolio +
Amazon S3
Klipfolio +
Facebook Ads
Klipfolio +
Google Ads
Klipfolio +
Google Analytics
Klipfolio +
Shopify
Klipfolio +
Zendesk
Klipfolio +
Google Sheets
Klipfolio +
JSON
Klipfolio +
Microsoft Excel
Klipfolio +
Twitter
Klipfolio +
BigQuery
Klipfolio +
CSV
Klipfolio +
Google Search Console
Klipfolio +
Instagram for Business
Klipfolio +
LinkedIn Ads
Klipfolio +
Stripe
Klipfolio +
Xero
Klipfolio +
BigCommerce
Klipfolio +
Twitter Ads
Klipfolio +
WooCommerce
Klipfolio +
Asana
Klipfolio +
Intercom
Klipfolio +
Amazon DynamoDB
Klipfolio +
AppsFlyer
Klipfolio +
Bing Ads
Klipfolio +
Delighted
Klipfolio +
Elasticsearch
Klipfolio +
Facebook Pages
Klipfolio +
Facebook Posts
Klipfolio +
Google Cloud Storage
Klipfolio +
MailChimp
Klipfolio +
Microsoft SQL Server
Klipfolio +
Pardot
Klipfolio +
Redshift
Klipfolio +
Twilio
Klipfolio +
Upload Data
Klipfolio +
Wordpress
Klipfolio +
Google Drive
Klipfolio +
Jira
Klipfolio +
Klaviyo
Klipfolio +
Microsoft OneDrive
Klipfolio +
NetSuite
Klipfolio +
Quickbooks
Klipfolio +
SFTP
Klipfolio +
Square
Klipfolio +
AdRoll
Klipfolio +
AfterShip
Klipfolio +
Amazon Ads
Klipfolio +
Amazon Aurora PostgreSQL
Klipfolio +
Amazon Cloudfront
Klipfolio +
Amazon Kinesis Firehose
Klipfolio +
Amazon Marketplace
Klipfolio +
Amazon Seller
Klipfolio +
Apple App Store
Klipfolio +
Apple Search Ads
Klipfolio +
Autopilot
Klipfolio +
Azure Blob Storage
Klipfolio +
Braintree Payments
Klipfolio +
Branch
Klipfolio +
BranchTrack
Klipfolio +
Campaign Monitor
Klipfolio +
CaptivateIQ
Klipfolio +
Chargebee
Klipfolio +
Clari
Klipfolio +
Close
Klipfolio +
Codat
Klipfolio +
Contact Pigeon
Klipfolio +
Contentful
Klipfolio +
Crashlytics
Klipfolio +
Criteo
Klipfolio +
Customer.io
Klipfolio +
Desk
Klipfolio +
Drip
Klipfolio +
Dropbox
Klipfolio +
EasyPayDirect
Klipfolio +
Eloqua
Klipfolio +
Enchant
Klipfolio +
FormKeep
Klipfolio +
Freshdesk
Klipfolio +
Front
Klipfolio +
GitHub
Klipfolio +
GitLab
Klipfolio +
Google Cloud SQL Postgres
Klipfolio +
Google Analytics Ecommerce
Klipfolio +
Google Cloud SQL MySQL
Klipfolio +
Grin
Klipfolio +
Harvest Forecast
Klipfolio +
Harvest
Klipfolio +
Help Scout
Klipfolio +
Heroku Postgres
Klipfolio +
IBM DB2
Klipfolio +
Invoiced
Klipfolio +
Iterable
Klipfolio +
Kandji
Klipfolio +
LeafLink
Klipfolio +
Lever
Klipfolio +
Magento
Klipfolio +
Mailjet
Klipfolio +
MariaDB
Klipfolio +
Marketo
Klipfolio +
Mavenlink
Klipfolio +
Maverick Payments
Klipfolio +
Maxio
Klipfolio +
Optimizely
Klipfolio +
Oracle Database
Klipfolio +
Particle
Klipfolio +
Payline
Klipfolio +
PayPal
Klipfolio +
Pinterest
Klipfolio +
Pipedrive
Klipfolio +
Pivotal Tracker
Klipfolio +
QuickBase
Klipfolio +
Rakuten
Klipfolio +
Recharge
Klipfolio +
Recurly
Klipfolio +
Reddit
Klipfolio +
Referral SaasQuatch
Klipfolio +
RingCentral
Klipfolio +
Sailthru
Klipfolio +
Salesforce Marketing Cloud
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Selligent
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SendGrid
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Sendwithus
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SentinelOne
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Shippo
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Sparkpost
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SphereWMS
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Spree Commerce
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Taboola
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Teachable
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TikTok
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Tray.io
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Trello
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Typeform
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Urban Airship
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Vero
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Webhooks
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WeInfuse
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Zapier
Klipfolio +
Zendesk Chat
Klipfolio +
Zendesk Sell
Klipfolio +
Zoho CRM
Klipfolio +
Zoom
Klipfolio +
Zuora

Try It Now

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Frequently Asked Questions

How do I connect to my data?
To start analyzing your data in , you’ll first create a connection to Panoply. Panoply stores a replica of your data and syncs it so it’s always up-to-date and ready for analysis. You can connect to your data in Panoply via an ODBC connection.
What data can I integrate with ?
Panoply allows you to integrate with multiple data sources including all major CRMs, databases, file systems, ad networks, analytics platforms, and finance tools. All of your data is stored in ready-to-analyze tables that can be joined together with SQL or merged in your BI tools. Integrating data for cross-channel advertising analysis, full-funnel conversion analysis, and CAC vs LTV analysis has never been so easy.
What is Panoply?
Panoply is a secure place to sync, store, and access all your business data. With our data connectors, Panoply transforms scattered data into a single source of truth that’s accessible to your entire team via any BI tool or analytical notebook. Run as many queries as you’d like and add as many users as you need for one transparent price.

Technically speaking, Panoply combines user-friendly ETL (Extract, Transform, Load) data pipelines and data warehouse functionality in one platform. Get the control you need with simple role-based data governance, the security of AWS infrastructure, and SOC-2 and GDPR compliance.