Freshsales
Freshsales ETL connector for data replication

Snapshot

Features
Details
Release Status
Released
Source API Version
Table Selection
Yes
Column Selection
Yes
Edit Integration
Yes
Replication Type Selection
No
Authentication Parameters
Freshsales Subdomain API Key
Replication Type
Full Replication Key Based Replication
Replication Key
Date
Suggested Replication Frequency
24 hrs
Tables/APIs Supported
Leads
Contacts
Accounts
Appointments
Deals
SalesActivities
Tasks

Pre-requisites

  1. 1.
    Generate Freshsales API Key for Daton
  2. 2.
    Read more on Where to find Freshsales API Keys here

Integrate FreshSales with Daton

  1. 1.
    Signin to Daton
  2. 2.
    Select FreshSales from Integrations page
  3. 3.
    Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later
  4. 4.
    Provide FreshSales Subdomain and API Key to authorize Daton to periodically extract data from FreshSales
  5. 5.
    Post successful authentication, you will be prompted to choose from the list of available tables
  6. 6.
    Then select all required fields for each table
  7. 7.
    Submit the integration

Workflow

  1. 1.
    Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse
  2. 2.
    Users would be able to edit/pause/re-activate/delete integration anytime
  3. 3.
    Users can view job status and process logs from the integration details page by clicking on the integration name from the active list

FreshSales Data

Leads
Purpose: A lead is a prospect who has expressed interest in your product by signing up for a trial or subscribing to your newsletter etc.
Source API Documentation https://www.freshsales.io/api/#leads
Replication: Key-Based Replication
Replication Key: created_at
Fields
Name
Target Datatype
id
INTEGER
first_name
STRING
last_name
STRING
job_title
STRING
department
STRING
email
STRING
work_number
STRING
mobile_number
STRING
address
STRING
city
STRING
state
STRING
zipcode
STRING
country
STRING
lead_stage_id
INTEGER
lead_reason_id
INTEGER
lead_source_id
INTEGER
owner_id
INTEGER
has_authority
BOOLEAN
do_not_disturb
BOOLEAN
medium
STRING
campaign_id
INTEGER
keyword
STRING
facebook
STRING
twitter
STRING
linkedin
STRING
territory_id
INTEGER
company
RECORD
links
RECORD
Contacts
Purpose: Contacts represent the companies (Accounts) that you do business with
Source API Documentation https://www.freshsales.io/api/#contacts
Replication: Key-Based Replication
Replication Key: created_at
Fields
Name
Target Datatype
work_number
STRING
mobile_number
STRING
address
STRING
last_seen
STRING
lead_score
INTEGER
lead_quality
STRING
last_contacted
STRING
open_deals_amount
STRING
won_deals_amount
STRING
links
RECORD
last_contacted_sales_activity_mode
STRING
created_at
STRING
updated_at
STRING
keyword
STRING
medium
STRING
email_status
STRING
last_contacted_mode
STRING
recent_note
STRING
last_contacted_via_chat
STRING
won_deals_count
INTEGER
last_contacted_via_sales_activity
STRING
completed_sales_sequences
STRING
active_sales_sequences
STRING
web_form_ids
STRING
open_deals_count
STRING
last_assigned_at
STRING
facebook
STRING
twitter
STRING
linkedin
STRING
Accounts
Purpose: Companies with whom you have an existing business relationship are saved as Accounts in Freshsales. Usually one or more individuals (contacts) are associated to the account with whom you pursue sales opportunities
Source API Documentation https://www.freshsales.io/api/#accounts
Replication: Key-Based Replication
Replication Key: created_at
Fields
Name
Target Datatype
id
INTEGER
name
STRING
address
STRING
city
STRING
state
STRING
zipcode
STRING
country
STRING
industry_type_id
INTEGER
business_type_id
INTEGER
number_of_employees
INTEGER
annual_revenue
NUMERIC
website
INTEGER
phone
STRING
owner_id
INTEGER
facebook
STRING
twitter
STRING
linkedin
STRING
territory_id
INTEGER
created_at
STRING
updated_at
STRING
parent_sales_account_id
INTEGER
custom_field
STRING
Appointments
Purpose: Appointments are great way to meet with your prospects as attendees of appointments get notified about the time, venue and purpose of the meeting automaticaly
Replication: Key-Based Replication
Replication Key: created_at
Fields
Name
Target Datatype
id
INTEGER
from_date
STRING
end_date
STRING
time_zone
STRING
title
STRING
description
STRING
creater_id
STRING
targetable_id
INTEGER
targetable_type
STRING
location
STRING
created_at
STRING
updated_at
STRING
is_allday
BOOLEAN
owner_id
INTEGER
appointment_attendees_attributes
STRING
outcome_id
INTEGER
Deals
Purpose: Deals are the expected sales opportunities from an account
Source API Documentation https://www.freshsales.io/api/#deals
Replication: Key-Based Replication
Replication Key: created_at
Fields
Name
Target Datatype
id
INTEGER
name
STRING
amount
NUMERIC
sales_account_id
NUMERIC
deal_stage_id
INTEGER
deal_reason_id
INTEGER
deal_type_id
INTEGER
owner_id
INTEGER
expected_close
STRING
closed_date
STRING
lead_source_id
INTEGER
campaign_id
INTEGER
deal_product_id
INTEGER
deal_payment_status_id
INTEGER
probability
NUMERIC
created_at
STRING
updated_at
STRING
territory_id
INTEGER
deal_pipeline_id
INTEGER
custom_field
STRING
SalesActivities
Purpose: Sales activities are a great way to track activities related to a lead/contact/deal/account. This comes in handy to get to know an entity's lifecycle
Replication: Key-Based Replication
Replication Key: created_at
Fields
Name
Target Datatype
id
INTEGER
title
STRING
sales_activity_type_id
INTEGER
sales_activity_outcome_id
INTEGER
start_date
STRING
end_date
STRING
notes
STRING
owner_id
INTEGER
targetable_id
INTEGER
targetable_type
INTEGER
creater_id
INTEGER
created_at
STRING
updated_at
INTEGER
Tasks
Purpose: Sales activities are a great way to track activities related to a lead/contact/deal/account. This comes in handy to get to know an entity's lifecycle
Source API Documentation https://www.freshsales.io/api/#tasks
Replication: Key-Based Replication
Replication Key: created_at
Fields
Name
Target Datatype
type
INTEGER
title
STRING
description
STRING
due_date
STRING
targetable_id
INTEGER
targetable_type
STRING
owner_id
INTEGER
status
BOOLEAN
creater_id
STRING
created_at
STRING
updated_at
STRING
outcome_id
INTEGER
task_type_id
INTEGER
Last modified 1yr ago