Easy point and click


Setup in under 5 minutes


Secure data architecture


Freshsales Integration

One way sync
Basic Authentication


Account Fields

Accounts Views

Accounts by View

Appointments - Past

Appointments - Upcoming

Contact Fields

Contacts Views

Contacts by View

Contacts+Activities by View

Contacts+Details by View

Deal Fields

Deals Views

Deals by View

Deals+Details by View

Lead Fields

Leads Views

Leads by View

Leads+Activities by View

Leads+Details by View

Sales Activities

Tasks - Open

Tasks - Overdue

Auto export Freshsales data to Power BI

Every 10 Minutes, Hourly, Daily, Weekly

Full DatasetsData IntegrationFlat files

Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.

Power BI

Export and sync comprehensive Freshsales datasets to Power BI using OneDrive or OneDrive for Business as a connector.

Power BI

External Resources about PowerBI: