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.
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.