Freshsales to Amazon S3

Automatically Export & Sync Freshsales Data to Amazon S3

Freshsales
a black arrow pointing to the right
Amazon S3
Conjuntos de datos completos
No se necesitan instrucciones
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
Flat pricing starting at $19 /month

Conjuntos de datos

Accounts by View
Filterable
Account Fields
Accounts Views
Appointments - Upcoming
Appointments - Past
Contacts by View
Filterable
Contacts+Details by View
Filterable
Contacts+Activities by View
Filterable
Pre-blended combo set ACTIVITIES
Contact Fields
Contacts Views
Deals by View
Filterable
Deals+Details by View
Filterable
Deal Fields
Deals Views
Leads by View
Filterable
Leads+Details by View
Filterable
Leads+Activities by View
Filterable
Pre-blended combo set ACTIVITIES
Lead Fields
Leads Views
Sales Activities
Tasks - Open
Tasks - Overdue

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Freshsales.

If you only need to export your data one time, check the website of Freshsales to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Freshsales.
Freshworks CRM is an intuitive CRM that helps sales reps take the guesswork out of sales.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Amazon S3 storage buckets.

Formatos de archivo

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

Select Freshsales from the Data Source dropdown and Amazon S3 from the Data Destination dropdown.

Step 2

Authorize Freshsales with your credentials using the flow.

Step 3

Authorize Amazon S3 with your credentials using the flow.

Step 4

Select your Data Set from the 22 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Vídeo tutorial

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