
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 →
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.
Represents sales opportunities across open, won, and lost statuses; enables analysis of pipeline coverage, win rates, stage progression, revenue forecasting, and loss reasons.
Represents individual people in the CRM; supports segmentation, engagement tracking, owner productivity, and contact-level funnel or lifecycle analysis.
Represents companies and their firmographic attributes; enables account-based reporting, coverage and penetration analysis, and rollups of pipeline and revenue by account.
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.
Uses a Freshsales API key from your Freshworks CRM account to authenticate
Requires a Freshsales account to connect.
Operational data, performance metrics, and business insights.
Authenticate Freshsales in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Freshsales data lives next to every other source — ready to join.
Build your own with the Definite SDK, or request it. Most go live in days.