Setup Guide - Freshsales

Follow our setup guide to reverse ETL to Freshsales using DataChannel.

Prerequisites

To connect Freshsales to DataChannel, you need:

  • An active Freshworks CRM account with permissions to write data to the accounts you’d like to sync.

  • An API Key. The process to retrieve this key is described here.

Setup instructions

  1. Create a data model and specify the data warehouse from which you want the data for your Freshsales. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

  2. Authorise DataChannel to connect to your Freshworks CRM account using your API key and Domain Name.

    freshsales reverse new creds

  3. Click on + Data Sync to start adding data syncs to your account.

    freshsales reverse data destination detail

  4. Details of individual syncs are available here.

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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