# Linking Freshsales as a source - Docs

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Let AI connect your sources for you

Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

`npx @posthog/wizard warehouse`

[Learn more](/wizard.md)

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**Alpha release**

This source is currently in **alpha**. The interface and available tables may change.

Enter your Freshsales domain and API key to pull your Freshsales (Freshworks CRM) data into the PostHog data warehouse.

## Adding a data source

1.  Go to the [sources tab](https://app.posthog.com/data-management/sources) of the data pipeline section in PostHog.
2.  Click **\+ New source** and then click **Link** next to Freshsales.
3.  In Freshsales, go to **Profile settings → API settings** to find both credentials:
    -   **Freshsales domain** is your bundle alias — the subdomain of your Freshsales URL (for example `yourcompany` for `yourcompany.myfreshworks.com`).
    -   **API key** is sent as `Token token=<key>`. The key only exposes data the associated user can access, so make sure that user can read the objects you want to sync.
4.  Back in PostHog, enter your **Freshsales domain** and **API key**, then click **Next**.
5.  Select the tables you want to sync, set the sync method and frequency, then click **Import**.

Once the syncs are complete, you can start using Freshsales data in PostHog.

## Available tables

| Table | Description | Sync method |
| --- | --- | --- |
| contacts | Contacts | Full refresh |
| sales_accounts | Sales accounts | Full refresh |
| deals | Deals | Full refresh |
| leads | Leads (not present on all accounts) | Full refresh |
| sales_activities | Sales activities | Full refresh |
| open_tasks | Open tasks | Full refresh |
| completed_tasks | Completed tasks | Full refresh |
| past_appointments | Past appointments | Full refresh |
| upcoming_appointments | Upcoming appointments | Full refresh |

**Full refresh** tables reload all data on each sync.

## Configuration

| Option | Type | Required |
| --- | --- | --- |
| Freshsales domain | text | Yes |
| API key | password | Yes |

## Supported tables

| Table | Description | Sync method | Incremental field | Primary key |
| --- | --- | --- | --- | --- |
| contacts | A person tracked in the CRM as a potential or existing customer. | Full refresh | — | — |
| sales_accounts | A company or organization tracked in the CRM. | Full refresh | — | — |
| deals | A sales opportunity tracked through the CRM's pipeline stages. | Full refresh | — | — |
| leads | An unqualified prospect not yet converted to a contact (legacy lead-based accounts). | Full refresh | — | — |
| sales_activities | A logged sales activity (call, email, meeting) recorded against a record. | Full refresh | — | — |
| open_tasks | A task that is still open (incomplete). | Full refresh | — | — |
| completed_tasks | A task that has been completed. | Full refresh | — | — |
| past_appointments | An appointment whose scheduled time is in the past. | Full refresh | — | — |
| upcoming_appointments | An appointment scheduled for the future. | Full refresh | — | — |

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