Freshsales
§ Connector
Freshsales

Connect Freshsales to your Definite lakehouse in minutes.

Native sync with row-level security, CDC where supported, and hourly-or-faster freshness. Query it with SQL, build dashboards, or ask Fi.

§ 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.

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 lakehouse. 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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