Freshworks CRM to Data Studio

Automatically Export & Sync Freshworks CRM Data to Data Studio

Freshworks CRM
a black arrow pointing to the right
Data Studio
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
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

Built for Synchronization

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

Looker Studio reads flat files directly from Google Cloud Storage.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

Select Freshworks CRM from the Data Source dropdown and Data Studio from the Data Destination dropdown.

Step 2

Authorize Freshworks CRM with your credentials using the Basic Authentication flow.

Step 3

Authorize Data Studio with your credentials using the Service Account 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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