Freshsales

Freshsales 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, exporting Freshsales data to CSV files, replicating Freshsales data to relational databases, and synchronizing Freshsales data with other cloud apps and relational databases.

Backup: Skyvia Backup supports Freshsales backup.

Query: Skyvia Query supports Freshsales.

Establishing Connection

To create a connection to Freshsales, 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 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.

View Id

To find the view Ids for the Leads, Contacts, Accounts, and Deals in Freshsales, 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.

Creating Connection

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

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, 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, it doesn’t matter what object you set as a target. The record will appear in the object corresponding to the appointment date.

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 objects containing the CreatedDate or UpdatedDate field.

Supported Actions

Skyvia supports all the common actions for Freshsales.