
Build dashboards, automate reports, and ask questions in plain English — all from your Freshsales data, no complex infrastructure to maintain.
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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.
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.
We'll set up a live sync and answer your first questions — on the call.
Build your own with the Definite SDK, or request it. Most go live in days.
Join Freshsales with the rest of your data, then ask Fi questions across all of it.