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Freshsales
§ Connector
Freshsales

Analyze your Freshsales data with AI today.

Build dashboards, automate reports, and ask questions in plain English — all from your Freshsales data, no complex infrastructure to maintain.

Have multiple Freshsales accounts? Analytics across multiple Freshsales accounts →

§ Live with
§ What you get

Everything Freshsales exposes, modeled and queryable.

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.

Standard on every Definite connector
Sync cadence
Hourly or faster
CDC
Native where supported
Auth
OAuth / API key
Row-level security
Yes

Tables & streams

4 objects
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

Uses a Freshsales API key from your Freshworks CRM account to authenticate

Requirements

Requires a Freshsales account to connect.

Analyze with Fi

Operational data, performance metrics, and business insights.

§ How it works

Three steps. One afternoon.

01
Connect

Authenticate Freshsales in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.

definite connect freshsales
02
Sync

We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.

→ freshsales.raw (synced hourly)
03
Query

SQL, dashboards, or ask Fi in plain English. Your Freshsales data lives next to every other source — ready to join.

SELECT * FROM freshsales.*
*
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