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 Path and Api Key:
Go to your profile picture and select Settings.
Then select API settings
You can find API Key and Bundle Alias.
Use Bundle Alias as Path and API Key as Key in authentication.
Step 6: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.