Documentation

Description

Freshsales is an easy-to-use, AI-powered customer relationship management (CRM) software solution.

Follow our setup guide to connect Freshsales to Improvado.

‍Step 1. Click the Make a new Connection on the Connections page.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

‍Step 2. Click on the Freshsales tile.

Step 3. Authorize your Freshsales account using your Domain and API Key.

Note: You can get your API Key by following the official guide.

Step 4. After completing the connection process, the Freshdesk connection will appear in your Connected sources list.

‍Step 5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 6. To extract data from the connected sources, check the instructions on how to set up data extraction.

The schema information shows all report types you can use to extract data from Freshsales.