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Freshsales

Freshsales

Sales & Support Analytics

Sync Freshsales data anywhere.

Freshsales is a modern, AI-powered sales automation and customer relationship management (CRM) solution designed to help businesses streamline their sales processes and drive revenue growth. It offers a range of features, including lead and contact management, deal tracking, sales forecasting, email integration, and automation. Freshsales' AI capabilities, such as lead scoring and intelligent data capture, provide sales teams with valuable insights and intelligent recommendations. Freshsales integrates seamlessly with popular business tools, allowing for a centralized view of customer data.

  • Standard
  • Beta
  • 9 streams
Sync Freshsales dataRead the docs
  • 9Streams
  • 50+Destinations
One connector

Everything Freshsales can do in Airbyte

  • Sync to your warehouse

    Land 9 Freshsales tables in 50+ destinations on a schedule you control.

  • One authorization

    Authenticate Freshsales once and Airbyte keeps every scheduled sync running on it.

  • Cloud or self-hosted

    Run the Freshsales connector on Cloud, Self-Managed Enterprise.

Sync capabilities

  • Full Refresh SyncSupported
  • Incremental SyncNot supported
  • NamespacesNot supported
  • Available onCloud, Self-Managed Enterprise
  • Destinations50+ Airbyte connectors
  • Connector version1.1.55

Set up in 7 steps

  1. Open the Airbyte dashboard and click on "Sources" from the left-hand menu.
  2. Click on the "New Source" button and select "Freshsales" from the list of available connectors.
  3. Enter a name for your Freshsales source and click on "Next".
  4. Enter your Freshsales API key and domain name in the respective fields. You can find your API key by logging into your Freshsales account and navigating to "Profile Settings" > "API Settings". Your domain name is the first part of your Freshsales URL (e.g. if your URL is "https://example.freshsales.io", your domain name is "example").
  5. Click on "Test" to verify your credentials. If the test is successful, click on "Create" to save your Freshsales source.
  6. You can now configure your Freshsales source by selecting the tables you want to replicate and setting up any relevant sync options.
  7. Once you have configured your Freshsales source, click on "Create Connection" to set up a destination for your data.
9 streams

Every table you can sync from Freshsales

  • Contacts

  • Accounts

  • Open Deals

  • Won Deals

  • Lost Deals

  • Open Tasks

  • Completed Tasks

  • Past appointments

  • Upcoming appointments

Authentication

Authenticate Freshsales once

  • API Key

    Freshsales API Key. See here. The key is case sensitive.

FAQ

Common questions

What is ETL?

ETL, an acronym for Extract, Transform, Load, is a vital data integration process. It involves extracting data from diverse sources, transforming it into a usable format, and loading it into a database, data warehouse or data lake. This process enables meaningful data analysis, enhancing business intelligence.

What data can you extract from Freshsales?

Freshsales's API provides access to a wide range of data related to customer relationship management (CRM) and sales automation. The following are the categories of data that can be accessed through Freshsales's API:

1. Contacts: Information about individual contacts, including their name, email address, phone number, and job title.
2. Accounts: Information about companies or organizations, including their name, address, and industry.
3. Deals: Information about sales deals, including the deal amount, stage, and expected close date.
4. Activities: Information about activities related to sales and customer interactions, including calls, emails, and meetings.
5. Notes: Information about notes and comments related to contacts, accounts, and deals.
6. Tasks: Information about tasks related to sales and customer interactions, including due dates and priorities.
7. Custom fields: Information about custom fields that can be added to contacts, accounts, and deals to capture additional data.
8. Reports: Information about reports generated from the data in Freshsales, including sales performance reports and pipeline reports.

Overall, Freshsales's API provides access to a comprehensive set of data that can be used to improve sales and customer relationship management processes.

How do I transfer data from Freshsales?

1. Open the Airbyte dashboard and click on "Sources" from the left-hand menu.
2. Click on the "New Source" button and select "Freshsales" from the list of available connectors.
3. Enter a name for your Freshsales source and click on "Next".
4. Enter your Freshsales API key and domain name in the respective fields. You can find your API key by logging into your Freshsales account and navigating to "Profile Settings" > "API Settings". Your domain name is the first part of your Freshsales URL (e.g. if your URL is "https://example.freshsales.io", your domain name is "example").
5. Click on "Test" to verify your credentials. If the test is successful, click on "Create" to save your Freshsales source.
6. You can now configure your Freshsales source by selecting the tables you want to replicate and setting up any relevant sync options.
7. Once you have configured your Freshsales source, click on "Create Connection" to set up a destination for your data.

What are top ETL tools to transfer data from Freshsales?

The most prominent ETL tools to transfer data to include: Airbyte, Fivetran, StitchData, Matillion, Talend Data Integration. These tools help in extracting data from various sources (APIs, databases, and more), transforming it efficiently, and loading it into and other databases, data warehouses and data lakes, enhancing data management capabilities.

What is ELT?

ELT, standing for Extract, Load, Transform, is a modern take on the traditional ETL data integration process. In ELT, data is first extracted from various sources, loaded directly into a data warehouse, and then transformed. This approach enhances data processing speed, analytical flexibility and autonomy.

Difference between ETL and ELT?

ETL and ELT are critical data integration strategies with key differences. ETL (Extract, Transform, Load) transforms data before loading, ideal for structured data. In contrast, ELT (Extract, Load, Transform) loads data before transformation, perfect for processing large, diverse data sets in modern data warehouses. ELT is becoming the new standard as it offers a lot more flexibility and autonomy to data analysts.

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