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Freshsales CRM Data Export

What is Freshsales CRM?

Freshsales CRM is a customer relationship management (CRM) tool designed to help businesses manage their interactions with customers and potential customers. It includes features such as lead and deal management, contact management, and sales analytics. With Freshsales CRM, businesses can track customer interactions, manage sales pipelines, and automate sales tasks to improve productivity.

How to add a Freshsales CRM Source in Electrik.AI?

Follow these steps to connect your Freshsales CRM account to Electrik.AI

Step 1: Ensure you have following prerequisites to create a Freshsales CRM Connection in Electrik.AI

a. Freshsales CRM Domain Name.

b. API Key

Step 2: Sign-in into your Electrik.AI account.

Step 3: Select IO in Electrik.AI dashboard.

Select IO in ElectrikAI Dashboard - ElectrikAI

Step 4: Select the Connections Icon in the left most panel and Click on “Add” button on the top.

Select the Connections tab in the left most panel Conn - ElectrikAI

Step 5: The Source default tab is selected just click on “Freshsales CRM” connection.

The Source default tab is selected just click on “Freshsales CRM” connection - ElectrikAI

Step 6: Enter your Freshsales Domain URL and API Key.

Conn-Enter your Freshsales Domain URL and API Key - ElectrikAI

Step 7: Click on Save button on the top. 

Conn-Click on the Save button on the top - ElectrikAI

Congratulations, you have now successfully created a Freshsales CRM Connection in Electrik.AI.

Congratulations, you have now successfully created Freshsales Connection in ElectrikAI

What are the supported Data Destinations?

Electrik.AI supports the following databases to export Freshsales CRM Data. It is important to note that Electrik.AI itself is not a destination. A destination is required to export data from various marketing data sources using Electrik.AI

PostgreSQL Data Destination-Eletrik.AI
MySQL Data Destination-Electrik.AI
AzureSQL Data Destination-Eletrik.AI
Google Big Query Data Destination-Elecrik.AI

How to export Freshsales CRM Data?

Electrik.AI creates a data flow (or ETL process) that exports Freshsales CRM data of your choice to a target database or data warehouse. This process runs daily at scheduled time and exports data.

Follow these steps to create a Data Flow from Freshsales CRM to Database

Step 1: Ensure you have the following prerequisites.
1. Access to Freshsales CRM.
2. Freshsales CRM Domain URL and API Key.
3. Access to a Database of your choice (PostgreSQL, MySQL, Azure SQL, BigQuery.)
4. Database Connection Details such as Host, Port, DB Name, DB User, DB Password
Step 2: Sign-in into your Electrik.AI account.
Step 3: Select IO in Electrik.AI dashboard.

Select IO in ElectrikAI Dashboard - ElectrikAI

Step 4: Click on Add button to create a Freshsales CRM Performance Data Extractor Flow.

Select the Connections Icon in the left most panel Flow - ElectrikAI

Step 5: Select Freshsales CRM Connection present in the list of available sources.

Select Freshsales CRM Connection - ElectrikAI

Step 6: Select your existing Freshsales CRM connection in Electrik.AI.

Select your existing Freshsales CRM connection - ElectrikAI

To Configure a new connection, refer to this link.

Step 7: Click on a destination of your choice from list of available destinations.
In this example we are choosing BigQuery.

Click on a destination of your choice from list of available destinations - ElectrikAI

Step 8: Select your existing BigQuery connection in Electrik.AI.
To Configure a new connection, refer to this link.

Select your existing BigQuery connection - ElectrikAI

Step 9:
a. Choose the desired report to get the appropriate data. In this example we are choosing Account. 

Choose the desired report to get the appropriate data of Freshsales CRM - ElectrikAI

b. Review the Data Source, Data Destination, Data Set, Report Name, Provide Success Notification Email, Failure Notification Email.
Success Notification Email: Enter a valid Email ID to receive the Flow Success Email Notification.
Failure Notification Email: Enter a valid Email ID to receive the Flow Failure Email Notification.
Note: By Default, Electrik.AI uses the signed-in user’s Email Id.

Save and Proceed to continue Freshsales CRM - ElectrikAI

Note: By Default, Electrik.AI chooses an existing Data Set to load your Freshsales CRM Report. You can create a new Dataset in your bucket by selecting the “Create Data Set” radio button.
Congratulations, Flow is created. Please wait while you are redirected to Flow Details Screen.

Congratulations, Flow is created. Please wait while you are redirected to Flow Details Screen - ElectrikAI

Congratulations, you have now successfully setup Freshsales CRM Performance Report to BigQuery flow in Electrik.AI.

Congratulations you have now successfully setup Freshsales CRM - ElectrikAI

Your Freshsales CRM data will start loading after 24 hours in your Data Set.

Note: Following reference tables will also get created and populated for maintaining ids and names of respective existing users, deals, leads and sales views – fs_deal_stages; fs_owners; fs_deal_reasons; fs_deal_types; fs_lead_sources; fs_contact_statuses; fs_sales_activity_types; fs_sales_activity_outcomes; fs_sales_activity_entity_types; fs_industry_types; fs_business_types; fs_currencies; fs_deal_payment_statuses.
New-Your Freshworks CRM data will start loading after 24 hours in your Data Set

Freshsales Data Schema

Accounts

Index Category Electrik.AI Column Name Description Sample Value
1 Dimension active_sales_sequences Active Sales Sequence
2 Dimension address Address of the account
3 Metric annual_revenue Annual revenue of the account
4 Dimension business_type_id ID of the business that the account belongs to
5 Dimension city City that the account belongs to London
6 Dimension completed_sales_sequences Completed Sales Sequence
7 Dimension country Country that the account belongs to united kingdom
8 Dimension created_at Account creation timestamp 2020-07-15t14:59:27-04:00
9 Dimension custom_field Custom Fields {“cf_operating_system”:null, “cf_database”:null,”cf_type”:null, “cf_description”:null,
“cf_account_id”:null, “cf_dm”:null,”cf_fax_number”:null, “cf_account_type”:null}
10 Dimension domain_name Name of Freshworks domain toranainc.freshsales.io
11 Dimension facebook Facebook username of the account https://www.facebook.com/sainsburys
12 Dimension id Unique ID of the account 2010226311
13 Dimension industry_type_id ID of the industry that the account belongs to
14 Dimension is_deleted Set to true if the account has been deleted FALSE
15 Dimension job_title Job Title
16 Dimension last_assigned_at Last Assigned At 2020-07-15t14:59:28-04:00
17 Dimension last_contacted Last Contacted 2019-07-25t08:58:28-04:00
18 Dimension last_contacted_mode Last Contacted Mode email outgoing
19 Dimension last_contacted_sales_activity_mode Last Contacted Sales Activity Mode task
20 Dimension last_contacted_via_chat Last Contacted via chat
21 Dimension last_contacted_via_sales_activity Last Contacted via sales activity 2020-07-15t14:59:28-04:00
22 Dimension linkedin LinkedIn account of the account https://www.linkedin.com/company /sanbury-corporation
23 Dimension links Links {“conversations”:”/sales_accounts/ 2010226311/conversations/ all?include=email_conversation
_recipients%2Ctargetable%2Cphone _number%2Cphone_caller%2Cnote%2 Cuser&per_page=3″,
“document_associations”: “/sales_accounts/2010226311 /document_associations”,
“notes”:”/sales_accounts /2010226311/notes?include =creater”,”tasks”:”/ sales_accounts/2010226311
/tasks?include=creater, owner,updater,targetable ,users,task_type”,”appointments”
:”/sales_accounts/2010226311/ appointments?include=creater,
owner,updater,targetable, appointment_attendees, conference,note”}
24 Dimension name Name of the account sainsbury’s
25 Dimension number_of_employees Number of employees in the account 1
26 Dimension open_deals_amount Open Deals Amount 0
27 Dimension open_deals_count Open Deals count 0
28 Dimension owner_id ID of the user to whom the account has been assigned 2000053454
29 Dimension parent_sales_account_id Parent account id of the account
30 Dimension phone Phone number of the account
31 Dimension recent_note Recent Note
32 Electrik.AI sha_id Hashed primary key 1e86eab9b22a13a9059fdeae70c 142c2d6e9261070b2c1 ad2164bd5d9bc7535d
33 Dimension state State that the account belongs to england
34 Dimension tags Tags []
35 Dimension team_user_ids Team User Id
36 Dimension territory_id ID of the territory that the account belongs to
37 Dimension twitter Twitter username of the account https://twitter.com/sainsburys
38 Dimension updated_at Account updated timestamp 2020-07-15t14:59:27-04:00
39 Dimension view_id View Id 2001139014
40 Dimension view_name View Name All Accounts
41 Dimension website Website of the account sainsburys.co.uk
42 Dimension won_deals_amount Won deals amount. 0
43 Dimension won_deals_count Won deals count. 0
44 Dimension zipcode Zipcode of the region that the account belongs to
45 Electrik.AI sha_id Hashed Primary Key 4d7a30ffb7e178 09271acabafbb50c269 4c14878f352013ca5b0c 997a777b454
46 Electrik.AI etl_org Organization Id ORG000097
47 Electrik.AI etl_project Project Id PR000154
48 Electrik.AI etl_create_utc_dttm Record loaded/created Timestamp in UTC 2021-06-13 12:45:42 UTC
49 Electrik.AI etl_update_utc_dttm Record Update Timestamp in UTC 2021-06-13 12:45:42 UTC
50 Electrik.AI etl_start_utc_dttm EAI Flow Start Timestamp in UTC 2021-06-13 12:45:42 UTC
51 Electrik.AI etl_flow_nm EAI Flow Code FL001282
52 Electrik.AI etl_flow_instance_id EAI Flow Execution Instance Id FL00AD-20190910144445424196

Contacts

Index Category Electrik.AI Column Name Description Sample Value
1 Dimension active_sales_sequences Active sales sequences
2 Dimension address Address of the contact 650, newport centre drive
3 Dimension campaign_id The campaign that led your contact to your web app.
4 Dimension city City that the contact belongs to newport beach
5 Dimension completed_sales_sequences Completed sales sequences
6 Dimension contact_status_id ID of the contact status that the contact belongs to
7 Dimension country Country that the contact belongs to united states
8 Dimension created_at Contact creation timestamp 2019-02-26t05:20: 04-05:00
9 Dimension custom_field Custom field {“cf_salutation”:null, “cf_type_of_contact”:null, “cf_visitor_id”:null,
“cf_home”:null,”cf_fax”:null, “cf_alt_address”:null, “cf_alt_city”:null, “cf_alt_state”:null,
“cf_alt_zip_code”:null, “cf_alt_country”:null, “cf_description”:null, “cf_lead_source”:null,
“cf_contact_id”:null}
10 Dimension customer_fit Customer fit 0
11 Dimension department Department
12 Dimension display_name Display name karan garg
13 Dimension do_not_disturb Do not disturb FALSE
14 Dimension domain_name Domain name toranainc. freshsales.io
15 Dimension email Primary email address of the contact [email protected]
16 Dimension email_status Email Status active
17 Dimension emails Email addresses of the lead [{“id”:2008355436,”value”: “[email protected]”,”is_primary”:true, “label”:null,”_destroy”:false}]
18 Dimension facebook Facebook username of the contact
19 Dimension first_name First name of the contact karan
20 Dimension has_authority FALSE
21 Dimension id Unique ID of the contact 2.01E+09
22 Dimension is_deleted FALSE
23 Dimension job_title Designation of the contact in the account he belongs to consultant
24 Dimension keyword The keywords that the contact used to reach your website/web app
25 Dimension last_assigned_at Last assigned at 2019-02-26t05: 20:05-05:00
26 Dimension last_contacted Last contacted datetime 2019-05-15t14: 40:07-04:00
27 Dimension last_contacted_mode Last contacted mode email incoming
28 Dimension last_contacted_sales _activity_mode Last contacted sales activity mode email
29 Dimension last_contacted_via_chat Last contacted via chat
30 Dimension last_contacted_via_ sales_activity Last contacted via sales activity 2019-05-15t14 :40:07-04:00
31 Dimension last_name Last name of the contact garg
32 Dimension last_seen Last seen
33 Dimension lead_quality Lead quality warm
34 Metric lead_score Lead score 69
35 Dimension lead_source_id ID of the source where contact came from
36 Dimension linkedin LinkedIn account of the contact
37 Dimension links Links {“conversations”:”/contacts /2011101968/conversations/all? include=email_conversation_
recipients%2Ctargetable%2C phone_number%2Cphone_caller %2Cnote%2Cuser&per_page=3″,
“timeline_feeds”:”/contacts /2011101968/timeline_feeds”, “document_associations”:”
/contacts/2011101968/document_ associations”,”notes”:”/contacts /2011101968/notes?include=creater”,
“tasks”:”/contacts/2011101968 /tasks?include=creater,owner, updater,targetable,users,
task_type”,”appointments”: “/contacts/2011101968
/appointments?include= creater,owner,updater, targetable,appointment_ attendees,conference,
note”,”reminders”:”/ contacts/2011101968/ reminders?include= creater,owner,updater,
targetable”,”duplicates”: “/contacts/2011101968/ duplicates”,”connections”:
“/contacts/2011101968/ connections”}
38 Dimension medium The medium that led your contact to your website/ web app
39 Dimension mobile_number Mobile phone number of the contact
40 Metric open_deals_amount Deal Amount 0
41 Metric open_deals_ count Deals count 0
42 Dimension owner_id ID of the user to whom the contact has been assigned
43 Dimension phone_numbers Phone number []
44 Dimension recent_note Recent Notes
45 Dimension sales_account_id ID of the primary account that the contact belongs to
46 Dimension sales_accounts Accounts which contact belong to
47 Dimension state State that the contact belongs to california
48 Dimension subscription_status Status of subscription that the contact is in.
49 Dimension tags Tags []
50 Dimension team_user_ids Team user id
51 Dimension territory_id ID of the territory that the contact belongs to
52 Dimension time_zone Timezone that the contact belongs to
53 Dimension twitter Twitter username of the contact
54 Dimension updated_at Contact updated timestamp 2019-02-26t05: 20:04-05:00
55 Dimension view_id View Id
56 Dimension view_name View Name
57 Dimension web_form_ids Web Form Id
58 Metric won_deals_amount Won Deals Amount 254000
59 Metric won_deals_count Won Deals Count 1
60 Dimension work_number Work phone number of the contact +91 7042453697
61 Dimension zipcode Zipcode of the region that the contact belongs to 92660
62 Electrik.AI sha_id Hashed Primary Key 4d7a30ffb7e178 09271acabafbb50c269 4c14878f352013ca5b0c 997a777b454
63 Electrik.AI etl_org Organization Id ORG000097
64 Electrik.AI etl_project Project Id PR000154
65 Electrik.AI etl_create_utc_dttm Record loaded/created Timestamp in UTC 2021-06-13 12:45:42 UTC
66 Electrik.AI etl_update_utc_dttm Record Update Timestamp in UTC 2021-06-13 12:45:42 UTC
67 Electrik.AI etl_start_utc_dttm EAI Flow Start Timestamp in UTC 2021-06-13 12:45:42 UTC
68 Electrik.AI tl_flow_nm EAI Flow Code FL001282
69 Electrik.AI etl_flow_instance_id EAI Flow Execution Instance Id FL00AD-20190910 144445424196

Deals

Index Category Electrik.AI Column Name Description Sample Value
1 Dimension active_sales_sequences Active sales sequences
2 Dimension age age 130
3 Metric amount amount 75000
4 Metric base_currency_amount base_currency_amount 75000
5 Dimension campaign_id campaign_id
6 Dimension closed_date closed_date
7 Dimension collaboration collaboration {}
8 Dimension completed_sales_sequences completed_sales_sequences
9 Dimension created_at created_at 2021-02-03t12:29:58-05:00
10 Dimension currency_id currency_id
11 Dimension custom_field Custom field {“cf_bottleneck”:null, “cf_pricing_model”:null, “cf_how_did_they_find_us” :null,”cf_use_cases”:null,
“cf_why_us”:null, “cf_why_now”:null, “cf_description”:null, “cf_lead_source”:null,
“cf_next_step”:null, “cf_deal_id”:null}
12 Metric deal_freddy_metrics Deal freddy metrics
13 Dimension deal_payment_status_id Deal payment status id
14 Dimension deal_pipeline_id Deal pipeline id 36240
15 Dimension deal_product_id Deal product id
16 Dimension deal_reason_id Deal reason id
17 Dimension deal_stage_id Deal stage id 2000261063
18 Dimension deal_tag Deal tag
19 Dimension deal_type_id Deal type id
20 Dimension domain_name Domain name toranainc.freshsales.io
21 Dimension expected_close Expected close 13-10-2021
22 Metric expected_deal_value Expected deal value 75000
23 Dimension fc_widget_collaboration Fc widget collaboration {“convo_token”: “eyJ0eXAiOiJKV1QiLCJhb GciOiJIUzI1NiJ9.eyJDb 252b0lkIjoiMjAwNDk4MD
g1OSIsInR5cGUiOiJkZWFs In0.hmzjSzu9aNujQnpYqt2 jMS2Sy6Qo4k44UahS_VTovRI”, “auth_token”:”eyJ0eXAiOi
JKV1QiLCJhbGciOiJIUzI1NiJ9. eyJVc2VyVVVJRCI6IjE4NzU2ODY 4NTI2MzU4ODcwNyJ9.uYrxFEl_7
6HJlgzbyuTiJbSjGB_DoBCJe0F4n C4jp8g”,”encoded_jwt_token” :”eyJ0eXAiOiJKV1QiLCJhbGciO
iJIUzI1NiJ9.eyJwcm9kdWN0Ijo iZnJlc2hzYWxlcyIsImNvbnRleHR faWQiOiIyMDA0OTgwODU5IiwiY
29udGV4dF90eXBlIjoiRGVhbCI sInByb2R1Y3RfYWNjb3VudF9pZ CI6IjQ3NjMxIiwicHJvZHVjdF9h
Y2NvdW50X2RvbWFpbiI6InRvcm FuYWluYy5mcmVzaHNhbGVzLmlv IiwidXNlcl9lbWFpbCI6InBlcnJ
5LndAdG9yYW5haW5jLmNvbSIsIm lzX3NlcnZlciI6dHJ1ZSwiZXhwI joxNjIzNTY4NjYyfQ.GmmEoz4G
RxiPF42jJM_ZSiDSd0HOc9HYw_ 6ryHQnILI”}
24 Dimension forecast_category Forecast category 2
25 Dimension id id 2004980859
26 Dimension is_deleted is_deleted FALSE
27 Dimension last_assigned_at Last assigned at 2021-02-03t12: 29:59-05:00
28 Dimension last_contacted_sales_activity_mode Last contacted sales activity mode
29 Dimension last_contacted_via_sales_activity Last contacted via sales activity
30 Dimension lead_source_id Lead source id
31 Dimension links links {“conversations”: “/deals/2004980859/ conversations/all? include=email_ conversation_
recipients%2Cta rgetable%2Cphone_ number%2Cphone_ caller%2Cnote%2 Cuser&per_page=3”,
“document_associations” :”/deals/2004980859/ document_associations”,
“notes”:”/deals/2004980859 /notes?include=creater”, “tasks”:”/deals/2004980859
/tasks?include=creater, owner,updater,targetable, users,task_type”, “appointments”:”/deals
/2004980859/appointments ?include=creater,owner, updater,targetable,
appointment_attendees, conference,note”}
32 Dimension name name on it
33 Dimension owner_id Owner id
34 Metric probability Probability 100
35 Dimension recent_note Recent note
36 Dimension rotten_days Rotten days
37 Dimension sales_account_id Sales account id
38 Dimension stage_updated_time Stage updated time 2021-02-03t12:29:58-05:00
39 Dimension tags tags []
40 Dimension team_user_ids team_user ids
41 Dimension territory_id Territory id
42 Dimension upcoming_activities_time Upcoming activities time
43 Dimension updated_at Updated at 2021-02-03t12:29:58-05:00
44 Dimension view_id View id
45 Dimension view_name View name
46 Dimension web_form_id Web form id
47 Electrik.AI sha_id Hashed Primary Key 4d7a30ffb7e178 09271acabafbb50c269 4c14878f352013ca5b0c 997a777b454
48 Electrik.AI etl_org Organization Id ORG000097
49 Electrik.AI etl_project Project Id PR000154
50 Electrik.AI etl_create_utc_dttm Record loaded/created Timestamp in UTC 2021-06-13 12:45:42 UTC
51 Electrik.AI etl_update_utc_dttm Record Update Timestamp in UTC 2021-06-13 12:45:42 UTC
52 Electrik.AI etl_start_utc_dttm EAI Flow Start Timestamp in UTC 2021-06-13 12:45:42 UTC
53 Electrik.AI tl_flow_nm EAI Flow Code FL001282
54 Electrik.AI etl_flow_instance_id EAI Flow Execution Instance Id FL00AD-20190910 144445424196

Leads

Index Category Electrik.AI Column Name Description Sample Value
1 Dimension active_sales_sequences Active sales sequences
2 Dimension address Address of the lead
3 Dimension campaign_id The campaign that led your lead to your web app.
4 Dimension city City that the lead belongs to
5 Dimension company Company {“id”:2031219716,”name” :”Deloitte”,”address”: “30 Rockefeller Plaza”, “city”:”New York”,”state”:
“New York”,”zipcode”:”10112″, “country”:”United States”, “number_of_employees”:10001,
“annual_revenue”:null, “website”:”deloitte.com”, “phone”:”+1
(212) 492-1600″, “industry_type_id”:null, “industry_type”:null, “business_type_id”:null,
“business_type”:null}
6 Dimension company_address Address of the company that the lead belongs to 30 rockefeller plaza
7 Metric company_annual_revenue Annual revenue of the lead’s company
8 Dimension company_business_type_id ID of the business that the lead’s company belongs to
9 Dimension company_city City that the lead’s company belongs to new york
10 Dimension company_country Country that the lead’s company belongs to united states
11 Dimension company_id Company id 2031219716
12 Dimension company_industry_type_id ID of the industry that the lead’s company belongs to
13 Dimension company_name Name of the company that the lead belongs to deloitte
14 Dimension company_number_of_employees Number of employees in the lead’s company 10001
15 Dimension company_phone Phone number of the lead’s company +1 (212) 492-1600
16 Dimension company_state State that the leads’ company belongs to new york
17 Dimension company_website Website of the lead’s company deloitte.com
18 Dimension company_zipcode Zipcode of the region that the lead’s company belongs to 10112
19 Dimension completed_sales_sequences Completed sales sequences
20 Dimension country Country that the lead belongs to
21 Dimension created_at Lead creation timestamp 2019-03-06t06:49:34-05:00
22 Dimension custom_field Custom field {“cf_alternate_email”:null, “cf_consulting_company”:null, “cf_visitor_id”:
“VID48eff1b4-49b9-a3e7-3b03-6d4afd43380f”, “cf_client_id”:null,”cf_alt_address”:null,
“cf_alt_city”:null,”cf_alt_state”:null, “cf_alt_zipcode”:null,”cf_alt_country”
:null,”cf_lead_id”:null,”cf_home”:null, “cf_fax”:null,”cf_description”:null}
23 Dimension deal Deal
24 Metric deal_amount Value of the lead’s deal
25 Metric deal_base_currency_amount Value of the lead’s deal amount in base currency
26 Dimension deal_currency_id ID of the currency that the lead’s deal belongs to
27 Dimension deal_expected_close The date when the deal is expected to close
28 Dimension deal_name Name of the lead’s deal
29 Dimension deal_product_id ID of the product that the lead’s deal belongs to (in a multi product company)
30 Dimension department Department
31 Dimension display_name Display name venkatesh goud maadhu
32 Dimension do_not_disturb Do not disturb FALSE
33 Dimension domain_name Domain name toranainc.freshsales.io
34 Dimension email Primary email address of the lead [email protected]
35 Dimension email_status Email status active
36 Dimension emails Email addresses of the lead [{“id”:2023722322,”value”: “[email protected]”, “is_primary”:true,”label”:
null,”_destroy”:false}]
37 Dimension facebook Facebook account of the lead
38 Dimension first_name First name of the lead venkatesh
39 Dimension has_authority Has authority FALSE
40 Dimension id Unique ID of the lead 2031219716
41 Dimension is_deleted FALSE
42 Dimension job_title Designation of the lead in the company he belongs to
43 Dimension keyword The keywords that the lead used to reach your website/web app
44 Dimension last_assigned_at Last assigned at 2019-03-06t06:49:35-05:00
45 Dimension last_contacted Last contacted
46 Dimension last_contacted_mode Last contacted mode
47 Dimension last_contacted_sales_ activity_mode Last contacted sales activity mode
48 Dimension last_contacted_via_chat Last contacted via chat
49 Dimension last_contacted_via_sales_activity Last contacted via sales activity
50 Dimension last_name Last name of the lead goud maadhu
51 Dimension last_seen Last seen
52 Dimension lead_quality Lead quality cold
53 Dimension lead_reason_id ID of the lead reason – Reason to unqualify the lead
54 Dimension lead_score Lead score 0
55 Dimension lead_source_id ID of the source where lead came from
56 Dimension lead_stage_id ID of the lead stage that the lead belongs to
57 Dimension linkedin LinkedIn account of the lead
58 Dimension links Links {“conversations”: “/leads/2031219716/conversations /all?include=email_conversation_
recipients%2Ctargetable%2Cphone_ number%2Cphone_caller%2Cnote%2Cuser
&per_page=3″,”timeline_feeds” :”/leads/2031219716/timeline_feeds”,
“document_associations”:”/leads/
2031219716/document_associations”, “notes”:”/leads/2031219716/notes?
include=creater”,”tasks”:”/leads/ 2031219716/tasks?include=creater,
owner,updater,targetable,users,task _type”,”appointments”:”/leads/ 2031219716/appointments?include
=creater,owner,updater,targetable, appointment_attendees,conference, note”,”reminders”:”/leads/
2031219716/reminders?include= creater,owner,updater, targetable”,”duplicates”:
“/leads/2031219716/duplicates”, “connections”:”/leads/2031219716/
connections”}
59 Dimension medium The medium that led your lead to your website/ web app
60 Dimension mobile_number Mobile phone number of the lead
61 Dimension owner_id ID of the user to whom the lead has been assigned.
62 Dimension phone_numbers Phone numbers []
63 Dimension recent_note Recent note interested in: • etl & data warehouse testing • bi report testing • data migration testing
• data monitoring & compliance • data lake & big data testing • devops
64 Dimension stage_updated_time Stage updated time 2019-03-06t06:49:34-05:00
65 Dimension state State that the lead belongs to
66 Dimension subscription_status Status of subscription that the contact is in
67 Dimension tags Tags []
68 Dimension team_user_ids Team user id
69 Dimension territory_id ID of the territory that the lead belongs to
70 Dimension time_zone Timezone that the lead belongs to
71 Dimension twitter Twitter account of the lead
72 Dimension updated_at Lead updated timestamp 2019-03-06t06: 49:50-05:00
73 Dimension view_id View id
74 Dimension view_name View name
75 Dimension web_form_ids Web form ids
76 Dimension work_number Work phone number of the lead 9573041300
77 Dimension zipcode Zipcode of the region that the lead belongs to
78 Electrik.AI sha_id Hashed Primary Key 4d7a30ffb7e178 09271acabafbb50c269 4c14878f352013ca5b0c 997a777b454
79 Electrik.AI etl_org Organization Id ORG000097
80 Electrik.AI etl_project Project Id PR000154
81 Electrik.AI etl_create_utc_dttm Record loaded/created Timestamp in UTC 2021-06-13 12:45:42 UTC
82 Electrik.AI etl_update_utc_dttm Record Update Timestamp in UTC 2021-06-13 12:45:42 UTC
83 Electrik.AI etl_start_utc_dttm EAI Flow Start Timestamp in UTC 2021-06-13 12:45:42 UTC
84 Electrik.AI tl_flow_nm EAI Flow Code FL001282
85 Electrik.AI etl_flow_instance_id EAI Flow Execution Instance Id FL00AD-20190910144445424196

Custom Fields

How to set up Custom Fields

In addition to the default fields provided by Freshsales CRM, we know you would also like to always create new custom fields to capture any additional information about your leads,contacts, accounts, and deals.

Electrik.AI therefore also takes care of all such custom fields and makes sure to add all your custom fields columns to the schema at run time. While loading the data, whenever a new custom field is encountered, it gets appended to the schema with respective data, for all the above reports. Here are some of the sample custom fields for accounts that are added for our freshsales account.

Index Category Electrik.AI Column Name Description Sample Value
1 custom_field cf_database Custom Fields null
2 custom_field cf_operating_system Custom Fields null
3 custom_field cf_type Custom Fields null
Freshdesk Data Export
Google Ads Data Export

On this page

What is Freshsales CRM?
How to add a Freshsales CRM Source in Electrik.AI?
What are the supported Data Destinations?
How to export Freshsales CRM Data?
Sample Freshsales CRM Data
Freshsales Data Schema
Accounts
Contacts
Deals
Leads
Custom Fields