Setup Guide - Freshsales

Follow our setup guide to connect Freshsales to DataChannel.

Prerequisites

To connect Freshsales to DataChannel, you need:

  • An active Freshsales account with permissions to access data from accounts you’d like to sync

  • To decide which breakdowns and fields you’d like to sync

Setup instructions

  1. Select a data destination for your Freshsales Data. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

    Data Warehouse once selected cannot be changed.

  2. Authorise DataChannel to connect to your Freshsales account using the + icon with your Domain Name & API Key. For more details on obtaining your API Key refer here.

    freshsales new creds

  3. Click on + Data Pipeline to start adding data pipelines to your account.

    freshsales data source detail

  4. Details of individual objects and reports are available here.

  5. Select the required pipeline fron the list and click Next .

    freshsales pipelines list

  6. Configure the pipeline by setting the report parameters in the given fields.

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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