How frequently can I sync data from Freshworks CRM to Excel Online?

Flatly allows you to set custom sync frequencies ranging from every 10 minutes to once daily, depending on your Flatly pricing plan.

Does Flatly modify my Freshworks CRM data during the sync?

No. Flatly provides a strict one-way sync. It extracts your historical and dynamic data from Freshworks CRM and securely loads it into Excel Online without altering your original source data.

Do I need to write code to connect Freshworks CRM to Excel Online?

No code is required. Flatly is a turnkey, no-code integration platform designed for non-technical users to securely connect their data sources and destinations in minutes.

CRM Cloud Drives

Sync Freshworks CRM to Excel Online

Automatically sync your Freshworks CRM data into Excel Online with Flatly's no-code, triggerless, turnkey integration service.

Historical & Dynamic Data

One-way Sync

For Non-technical Users

Connect Freshworks CRM to Excel Online Which Freshworks CRM API does Flatly use?

Source: Freshworks CRM

Freshworks CRM is an intuitive CRM that helps sales reps take the guesswork out of sales.

Auth: Basic Authentication

Available datasets

Accounts by View
Account Fields
Accounts Views
Appointments - Upcoming
Appointments - Past
Contacts by View
Contacts+Details by View Combo
Contacts+Activities by View Combo
Contact Fields
Contacts Views
Deals by View
Deals+Details by View Combo
Deal Fields
Deals Views
Leads by View
Leads+Details by View Combo
Leads+Activities by View Combo
Lead Fields
Leads Views
Sales Activities
Tasks - Open
Tasks - Overdue

Destination: Excel Online

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

Auth: OAuth

Supported file formats

XLSX (Parsed)
XLSX (Raw)
CSV (Parsed)
CSV (Raw)
NDJSON
Markdown (Table)
Markdown (Key-Value)

How it works

1
Connect Freshworks CRM

Authenticate Freshworks CRM (Basic Authentication) and Excel Online (OAuth) in the Flatly dashboard. You only have to do this once.
2
Choose your datasets

Pick which Freshworks CRM datasets to sync and set your sync frequency. The frequencies available to you depend on your Flatly plan.
3
Data lands in Excel Online

Flatly uploads your Freshworks CRM data to Excel Online automatically and refreshes it based on your sync frequency.

FAQ: Freshworks CRM to Excel Online

How frequently can I sync data from Freshworks CRM to Excel Online?: Flatly allows you to set custom sync frequencies ranging from every 10 minutes to once daily, depending on your Flatly pricing plan.
Does Flatly modify my Freshworks CRM data during the sync?: No. Flatly provides a strict one-way sync. It extracts your historical and dynamic data from Freshworks CRM and securely loads it into Excel Online without altering your original source data.
Do I need to write code to connect Freshworks CRM to Excel Online?: No code is required. Flatly is a turnkey, no-code integration platform designed for non-technical users to securely connect their data sources and destinations in minutes.

“The interface is unbelievable. Flatly is so easy to use. After years of struggling with Zapier this is life changing.”

Melissa Cable

Project Manager, Aeolidia

Full data refresh

Maintain up-to-date flat files when any nested or bundled data changes in your source app.

Connection Management

Manage multiple tenants, with connection health monitoring.

Bulk Job Management

Control multiple jobs at the same time, with live progress monitoring.

Merged datasets

Export left-joined combo objects like deals+products.

Write options

Refresh one flat file or create a stack of timestamped versions.

Filterability

Include only the columns or views essential for your reporting.

Notifications

Get alerts about your syncs via email, webhooks or Slack notifications.

Logging

Access up to one thousand log entries for your sync operations.

Custom Field Enrichment

Get useful values in your data instead of identifiers or definitions.

Metadata Attachment

See file statistics alongside your flat files to keep track of their origins.

Dark UI Mode

Reduce eye strain and save energy by using our built in dark mode.

Programmatic Jobs

Queue jobs by making API calls or agent requests.

Time Stamp Enrichment

Get human-readable dates and times from UNIX timestamps.

High frequency

10-minute refresh cycles mean your data store is near real-time.

High capacity

Reliably flatten billions of cells to CSV files without hiccups.

Advanced Security

Two-factor authentication and Destination Lock controls.

Stripe-powered Billing

Reliable payments provider with automatic, familiar invoicing and 1% of Sales to Stripe Climate.

Mobile access

Manage your sync operations from your phone if you are traveling.

Connect Freshworks CRM to Excel Online

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