Freshsales Classic

Freshsales Classic is a sales CRM from Freshworks with AI-based lead scoring, phone, email, activity capture, and more.

Data integration: Skyvia supports importing data to and from Freshsales Classic, exporting Freshsales Classic data to CSV files, replicating Freshsales Classic data to relational databases, and synchronizing Freshsales Classic data with other cloud apps and relational databases.

Backup: Skyvia Backup supports Freshsales Classic backup.

Query: Skyvia Query supports Freshsales Classic.

Establishing Connection

To create a connection to Freshsales Classic, specify the following connection parameters: domain, API Key, and Ids of Leads, Contacts, Accounts, and Deals Views.

Getting Credentials

API Key

To locate your API Key, perform the following steps:

  1. Go to Freshsales Classic and sign in using your account.
  2. Click the user icon in the top right corner and select Settings.
  3. Go to the API SETTINGS tab and copy the API Key.

Get API Key

View Id

To find the view Ids for the Leads, Contacts, Accounts, and Deals in Freshsales Classic, perform the following actions:

  1. Click the icon of the needed object in the left menu.
  2. Select the needed view.
  3. The view Id is located in the page URL string.

This method is relevant for all needed views.

For example, you need to obtain the Accounts view Id. To do this, you go to CONTACTS AND ACCOUNTS -> Accounts, select the All accounts view tab, and copy the numeric part of the URL string.

Get View Id

Creating Connection

To connect to Freshsales Classic, paste the domain, API Key, and Ids of Leads, Contacts, Accounts, and Deals views to the corresponding boxes in the Connection Editor.

Connection Window

Connector Specifics

Tasks

All the tasks are stored in separate objects divided according to the status and due date: OpenTasks, DueTodayTasks, DueTomorrowTasks, OverdueTasks and CompletedTasks.

You can import data to any of these objects. When you import tasks to Freshsales Classic, it doesn’t matter what object you set as a target. The record will appear in the object corresponding to the task status and due date.

Appointments

All the appointments are stored in separate objects divided according to the date PastAppointments and UpcomingAppointments.

You can import data to both these objects. When you import appointments to Freshsales Classic, it doesn’t matter what object you set as a target. The record will appear in the object corresponding to the appointment date.

Custom Fields

The objects Accounts, Deals, Contacts and Leads support the CustomField field of JSON object type. It contains a set of custom fields and their values. To insert or update the CustomField field map it to the value in JSON format.

For example:

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{
"cf_number_of_agents": 56,
"cf_agent_note": "text"
}

Incremental Replication and Synchronization

Skyvia supports Synchronization for the following objects: Accounts, Contacts, Deals, Leads, OpenTasks, DueTodayTasks, DueTomorrowTasks, OverdueTasks, CompletedTasks, PastAppointments, UpcomingAppointments, SalesActivities.

Skyvia supports Incremental Replication for Freshsales Classic objects containing the CreatedDate or UpdatedDate field.

Supported Actions

Skyvia supports all the common actions for Freshsales Classic.

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