Connector Database / Freshsales
Analyze your Freshsales data with AI
Build interactive dashboards, generate automated reports, and unlock business intelligence insights from your Freshsales data with AI-powered assistant.
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Start with a question
Generate automated reports and business intelligence insights from your Freshsales data—as fast as you can ask them.
Build dashboards and data visualizations
Transform your conversation into dynamic data visualizations on an intuitive data canvas.
Integrate all your data
Unify your Freshsales data with DuckDB-powered data warehouse including MongoDB, PostgreSQL, Salesforce and MySQL.
Available Freshsales Data
Connects to Freshsales (Freshworks CRM) to extract core sales CRM data: contacts and accounts (companies), deals segmented by status (open, won, lost), sales tasks, and appointments (past and upcoming). This enables pipeline and revenue analysis (win/loss trends, amounts, stages), sales activity and productivity tracking (tasks and meetings), and comprehensive customer and account profiling.
Deal
Represents sales opportunities across open, won, and lost statuses; enables analysis of pipeline coverage, win rates, stage progression, revenue forecasting, and loss reasons.
Contact
Represents individual people in the CRM; supports segmentation, engagement tracking, owner productivity, and contact-level funnel or lifecycle analysis.
Account
Represents companies and their firmographic attributes; enables account-based reporting, coverage and penetration analysis, and rollups of pipeline and revenue by account.
Activity
Captures sales tasks and meetings tied to contacts, accounts, or deals; supports measurement of rep activity levels, follow-up timeliness, meeting volume, and activity-to-outcome conversion.
Authentication Required
Uses a Freshsales API key from your Freshworks CRM account to authenticate
Getting started with
Freshsales Analytics & Business Intelligence
Connect your Freshsales data
Connect to Freshsales once and automatically sync data to your centralized data warehouse for real-time reporting and analytics.
Build business intelligence models
Create automated reports, dashboards, and data visualizations with customizable business logic and AI-powered insights for consistent analytics across your organization.
Generate reports and insights
Create interactive dashboards, automated reports, and data visualizations with AI-powered business intelligence. Share live analytics and scheduled reporting with your team.
Want to see how easy it is to get started?
Freshsales usersDefinite
People love Definite because it lets you focus on what matters. Setting up your own data infrastructure doesn't make your beer taste better. Skip the tedium and start at analytics.
I was leading the efforts of setting up a business intelligence function. I was surprised how complex this all was to do even today. It's something that every tech company would need at some point but it hasn't been simplified. You need a whole team focused on building a data warehouse, setting up the right pipelines, and then integrating a BI tool on top.Definite wasn't only the answer to this problem, it tackled the next problem I knew I'd have as soon as the BI tool was ready — how do we get non-technical teams and people to learn and utilise such a tool.
Our analytics before Definite consisted of dozens of Excel sheets that took hours to update. Manual updates led to errors. Everyone questioned the accuracy of the numbers. Many people just stopped looking at the reports.After Definite, everything ran like clockwork.We immediately saved thousands of dollars per month in the time spent updating reports and have built strategies (e.g. improved ROI on ad spend, inventory management, etc.) on the data that will yield millions to our bottom line.
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