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. Generate Freshsales API Key for Daton

  2. Read more on Where to find Freshsales API Keys here

Integrate FreshSales with Daton

  1. Signin to Daton

  2. Select FreshSales from Integrations page

  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. Provide FreshSales Subdomain and API Key to authorize Daton to periodically extract data from FreshSales

  5. Post successful authentication, you will be prompted to choose from the list of available tables

  6. Then select all required fields for each table

  7. Submit the integration

Workflow

  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. Users would be able to edit/pause/re-activate/delete integration anytime

  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

Source API Documentation https://www.freshsales.io/api/#appointments

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

Source API Documentation https://www.freshsales.io/api/#sales-activities

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