Linking Freshsales as a source

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

Go to the sources tab of the data pipeline section in PostHog.
Click + New source and then click Link next to Freshsales.
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.
Back in PostHog, enter your Freshsales domain and API key, then click Next.
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.

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.

Option	Type	Required
`Freshsales domain`	text	Yes
`API key`	password	Yes