Freshsales
Freshsales ETL connector for data replication
Snapshot
Pre-requisites
Generate Freshsales API Key for Daton
Read more on Where to find Freshsales API Keys here
Integrate FreshSales with Daton
Signin to Daton
Select FreshSales from Integrations page
Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later
Provide FreshSales Subdomain and API Key to authorize Daton to periodically extract data from FreshSales
Post successful authentication, you will be prompted to choose from the list of available tables
Then select all required fields for each table
Submit the integration
Workflow
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
Users would be able to edit/pause/re-activate/delete integration anytime
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
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
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
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
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
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
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
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