Freshsales
by Freshworks
Sales CRM from Freshworks with contacts, accounts, deals, sequences and built-in phone and email.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
02Data
What you can sync.
- Contacts
- Accounts
- Deals
- Tasks
- Appointments
- Sales activities
Model Freshsales contacts once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Freshsales data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Freshsales uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Freshworks if you need help.
04How it works
How it works in DataMind.
-
Pick Freshsales.
Open Lake, pick Freshsales in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Freshsales API docs.
-
Answer a few questions.
The AI reads the Freshsales documentation, then asks which credentials you will use, which data to sync (for example contacts and accounts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Freshsales data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
