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:


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

Freshsales - Schema Documentation