FreshSALES Suite
What is Freshsales Connector?
Freshsales Connector is a Looker Studio connector that helps to connect Looker Studio with Freshsales and use it as a data source in Looker 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 a one-click phone, sales lead tracking, sales management, event tracking, and more.
How does it work?
Step 1: Choose the "Freshsales " connector from Google Looker Studio Partner Gallery
Step 2: Click on the 'AUTHORIZE' button for authorizing your google account.
Step 3: Once you click Authorize button, you can provide access to your Google account
Click on the 'Allow' button to Access your Google Account.
Step 4: Click on the '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 the authentication.
Step 6: After successfully authorizing, you will get an object dropdown. Choose the object
Step 7: Click on the 'Connect' button.
Step 8: The available fields from the Object are listed.
Step 9: Use this as a data source and continue normally with designing your report in Looker Studio.
Step 10: Click on the 'Create Report' button.
Step 11: You can customize the dashboard as you want.
Pricing
Freshsales - Looker Studio Dashboard
An example of a dashboard created in Looker Studio with Freshsales Connector.
Freshsales_Suite-Dashboard_report-by_Jivrus_Technologies.pdf