Freshsales to FTP

Automatically Export & Sync Freshsales Data to FTP

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Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

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

Built for Synchronization

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

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.

FTP(S) is an extension to the commonly used File Transfer Protocol (FTP) that adds support for the Transport Layer Security (TLS).

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow



Step 1

Select Freshsales from the Data Source dropdown and FTP from the Data Destination dropdown.

Step 2

Authorize Freshsales with your credentials using the Basic Authentication flow.

Step 3

Authorize FTP with your credentials using the Basic Authentication flow.

Step 4

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

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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