How to load data from Freshsales to MongoDB

Learn how to use Airbyte to synchronize your Freshsales data into MongoDB within minutes.

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Set up a Freshsales connector in Airbyte

Connect to Freshsales or one of 400+ pre-built or 10,000+ custom connectors through simple account authentication.

Set up MongoDB for your extracted Freshsales data

Select MongoDB where you want to import data from your Freshsales source to. You can also choose other cloud data warehouses, databases, data lakes, vector databases, or any other supported Airbyte destinations.

Configure the Freshsales to MongoDB in Airbyte

This includes selecting the data you want to extract - streams and columns -, the sync frequency, where in the destination you want that data to be loaded.

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TL;DR

set up Freshsales as a source connector (using Auth, or usually an API key)
set up MongoDB as a destination connector
define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Freshsales

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.

What is MongoDB

MongoDB is a database that powers crucial applications and systems for global businesses. Designed for developers and specializing in the areas of open source, software development, and databases, it offers functionality such as horizontal scaling, automatic failover, and the capability to assign data to a location.

Integrate Freshsales with MongoDB in minutes

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Prerequisites

A Freshsales account to transfer your customer data automatically from.
A MongoDB account.
An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Freshsales and MongoDB, for seamless data migration.

When using Airbyte to move data from Freshsales to MongoDB, it extracts data from Freshsales using the source connector, converts it into a format MongoDB can ingest using the provided schema, and then loads it into MongoDB via the destination connector. This allows businesses to leverage their Freshsales data for advanced analytics and insights within MongoDB, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Freshsales as a source connector

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.

Step 2: Set up MongoDB as a destination connector

Step 3: Set up a connection to sync your Freshsales data to MongoDB

Once you've successfully connected Freshsales as a data source and MongoDB as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
Choose your source: Select Freshsales from the dropdown list of your configured sources.
Select your destination: Choose MongoDB from the dropdown list of your configured destinations.
Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
Select the data to sync: Choose the specific Freshsales objects you want to import data from towards MongoDB. You can sync all data or select specific tables and fields.
Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Freshsales to MongoDB according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MongoDB data warehouse is always up-to-date with your Freshsales data.

Use Cases to transfer your Freshsales data to MongoDB

Integrating data from Freshsales to MongoDB provides several benefits. Here are a few use cases:

Advanced Analytics: MongoDB’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Freshsales data, extracting insights that wouldn't be possible within Freshsales alone.
Data Consolidation: If you're using multiple other sources along with Freshsales, syncing to MongoDB allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
Historical Data Analysis: Freshsales has limits on historical data. Syncing data to MongoDB allows for long-term data retention and analysis of historical trends over time.
Data Security and Compliance: MongoDB provides robust data security features. Syncing Freshsales data to MongoDB ensures your data is secured and allows for advanced data governance and compliance management.
Scalability: MongoDB can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Freshsales data.
Data Science and Machine Learning: By having Freshsales data in MongoDB, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
Reporting and Visualization: While Freshsales provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MongoDB, providing more advanced business intelligence options. If you have a Freshsales table that needs to be converted to a MongoDB table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

Configure a Freshsales account as an Airbyte data source connector.
Configure MongoDB as a data destination connector.
Create an Airbyte data pipeline that will automatically be moving data directly from Freshsales to MongoDB after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

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How to Sync Freshsales to MongoDB Manually

Step 1:

Step 2:

Step 3:

Step 4:

Step 5:

Step 6:

Step 7:

Step 8:

FAQs

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 is Freshsales?

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?

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:
1. Set up Freshsales to MongoDB as a source connector (using Auth, or usually an API key)
2. Choose a destination (more than 50 available destination databases, data warehouses or lakes) to sync data too and set it up as a destination connector
3. Define which data you want to transfer from Freshsales to MongoDB and how frequently
You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

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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Databases

Sales & Support Analytics

How to load data from Freshsales to MongoDB

Learn how to use Airbyte to synchronize your Freshsales data into MongoDB within minutes.

Try Airbyte Cloud free

Deploy Airbyte Open Source

Step 1: Setup Freshsales

Step 2: Setup MongoDB

Step 3: Setup a connection Use Cases Wrapping Up

Example H2

Example H3

Sync data between Freshsales and MongoDB

Get your data syncing in minutes

Try Airbyte free

TL;DR

set up Freshsales as a source connector (using Auth, or usually an API key)
set up MongoDB as a destination connector
define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Freshsales

What is MongoDB

Integrate Freshsales with MongoDB in minutes

Try for free now

Prerequisites

A Freshsales account to transfer your customer data automatically from.
A MongoDB account.
An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Step 1: Set up Freshsales as a source connector

Step 2: Set up MongoDB as a destination connector

Step 3: Set up a connection to sync your Freshsales data to MongoDB

Once you've successfully connected Freshsales as a data source and MongoDB as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
Choose your source: Select Freshsales from the dropdown list of your configured sources.
Select your destination: Choose MongoDB from the dropdown list of your configured destinations.
Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
Select the data to sync: Choose the specific Freshsales objects you want to import data from towards MongoDB. You can sync all data or select specific tables and fields.
Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Freshsales to MongoDB according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MongoDB data warehouse is always up-to-date with your Freshsales data.

Use Cases to transfer your Freshsales data to MongoDB

Integrating data from Freshsales to MongoDB provides several benefits. Here are a few use cases:

Advanced Analytics: MongoDB’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Freshsales data, extracting insights that wouldn't be possible within Freshsales alone.
Data Consolidation: If you're using multiple other sources along with Freshsales, syncing to MongoDB allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
Historical Data Analysis: Freshsales has limits on historical data. Syncing data to MongoDB allows for long-term data retention and analysis of historical trends over time.
Data Security and Compliance: MongoDB provides robust data security features. Syncing Freshsales data to MongoDB ensures your data is secured and allows for advanced data governance and compliance management.
Scalability: MongoDB can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Freshsales data.
Data Science and Machine Learning: By having Freshsales data in MongoDB, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
Reporting and Visualization: While Freshsales provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MongoDB, providing more advanced business intelligence options. If you have a Freshsales table that needs to be converted to a MongoDB table, Airbyte can do that automatically.