Freshworks CRM to Looker Studio

Automatically Export & Sync Freshworks CRM Data to Looker Studio

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 Freshworks CRM.

If you only need to export your data one time, check the website of Freshworks CRM 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 Freshworks CRM.

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.

Connection

Opening a CSV file from Google Cloud Storage in Looker Studio is straightforward and takes only a few clicks. Importantly, a CSV file can be larger than 10 million cells, whereas a Google Sheet is limited to 10 million cells.

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