Freshsales
Freshsales ETL connector for data replication
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
- 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
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 |