FreshSALES

What is Freshsales Connector?

Freshsales Connector is a Data Studio connector that helps to connect Data Studio with Freshsales and use it as a data source in Data Studio.

Freshsales Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is Freshsales ?

Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Features include one-click phone, sales lead tracking, sales management, event tracking and more.

How does it work?

Step 1: Choose "Freshsales " connector from Google Data Studio Partner Gallery

Step 2: Click on 'AUTHORIZE' button for authorizing your google account.

Step 3: Once you click Authorize button, you can provide access with your Google account

Click on 'Allow' button for Access google Account.

Step 4: Click on 'Allow' button for authorization.

Step 5: Enter the path and key of your Freshsales domain and click Submit button.

To get the Api Key:

Go to your profile picture and select Settings.
Click the API Settings tab.
You can find your API key

To get the Freshsales path:

Go to the Freshsales Switcher option in the left bottom in sidebar and you will get your Freshsales path

Step 7: After successfully authorizing, you will get object dropdown. Choose the object

Step 8: Click on 'Connect' button.

Step 9: The available fields from the Object is listed .

Step 10: Use this as a data source and continue normally with designing your report in Data Studio.

Step 11: Click on 'Create Report' button.

Step 12: You can customize the dashboard as you want.

Freshsales - Data Studio Dashboard

An example of a dashboard created in Data Studio with Freshsales Data Connector.