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Freshsales Suite (Freshworks) Data Export

What is Freshsales Suite (Freshworks)?

Freshsales Suite is an AI-powered customer relationship management solution that combines the power of sales CRM (Customer Relationship Management), marketing automation, chat, and telephony in a single, comprehensive solution. Built on the next-generation customer engagement platform, it acts as a sole source of truth and provides a 360° view of a customer by capturing and combining all their marketing, sales, and service interactions in one place.

How to add Freshsales Suite (Freshworks) Source in Electrik.AI?

Follow these steps to connect your Freshsales Suite (Freshworks) account to Electrik.AI

Step 1: Ensure you have following prerequisites to create a Google Ads Keyword Ideas (Planner) Connection in Electrik.AI

  1. Freshsales Suite (Freshworks) Domain Name (with extension .com)
  2. API Key Access to Freshsales Suite (Freshworks) account

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 tab in the left most navigation bar & click on “Add” action button.

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

Step 5: The Source default tab is selected just click on “Freshsales Suite (Freshworks)” connection.

Conn- Step 5 The Source default tab is selected just click on “Freshsales Suite (Freshworks)” connection - ElectrikAI

Step 6: Provide your Freshsales Suite (Freshworks) Domain URL and API Key.

Conn-Step 6 Provide your Freshsales Suite(Freshworks) Domain URL and API Key - ElectrikAI

Step 7: Click on the Save button on the top.

Conn-Step 7 Click on the Save button on the top - ElectrikAI

Congratulations, you have successfully created a Freshsales Suite (Freshworks) Connection in Electrik.AI

Congratulations, you have successfully created a Freshsales Suite (Freshworks) Connection in ElectrikAI

What are the supported Data Destinations?

Electrik.AI supports the following databases to export Freshsales Suite (Freshworks) 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 Suite (Freshworks)?

Electrik.AI creates a data flow (or ETL process) that exports Freshsales Suite (Freshworks) to a target database or data warehouse. This process runs daily at scheduled time and exports data for the previous day.

Follow these steps to create a Data Flow from Freshsales Suite (Freshworks) to Database/Data Warehouse

Step 1: Ensure you have the following prerequisites.

  1. Access to Freshsales Suite (Freshworks) Account.
  2. Freshsales Suite (Freshworks) Domain URL and API Key.
  3. Access to a Database/Warehouse 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 Suite(Freshworks) Flow.

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

Step 5: Select Freshsales Suite (Freshworks) Connection present in the list of available sources.

Step 6: Select your existing Freshsales Suite (Freshworks) connection in Electrik.AI.

Flow-Step 6 Select your existing Freshsales Suite (Freshworks) connection in 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.

Flow 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.

Flow-Step 8 Click on a destination of your choice from list of available destinations - ElectrikAI

 Step 9:

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

Freshsales Suite (Freshworks) Data Export Flow Step 9a - ElectrikAI

b. Choose a view

Freshsales Suite (Freshworks) Data Export Flow Step 9b - ElectrikAI

c. 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.

d. Click “Save and Proceed” to continue.

Freshsales Suite (Freshworks) Data Export Flow Step 9c - ElectrikAI

Note: By Default, Electrik.AI chooses an existing Database Schema to load your Freshsales Suite(Freshworks) Report. You can create a new schema in your database by selecting the “Create New Schema” radio button.

You have now successfully setup Google Ads Keyword Ideas to Google BigQuery flow in Electrik.AI

Congratulations, you have successfully created a Freshsales Suite (Freshworks) Connection in ElectrikAI

You have now successfully setup Freshsales Suite (Freshworks) to BigQuery Data Warehouse flow in Electrik.AI

You have now successfully setup Freshsales Suite (Freshworks) to BigQuery Data Warehouse flow in ElectrikAI

Your Freshsales Suite (Freshworks) will start loading after 24 hours in your Data Warehouse.

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.

Your Google Ads Keyword Ideas (Planner) data will start loading after 24 hours in your Google BigQuery Dataset - ElectrikAI

Freshsales Suite (Freshworks) Data Schema

Accounts

Index Category Electrik.AI Column Name Description Sample Value
1 Dimension active_sales_

sequences

 Active sales Sequences
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 child_sales_account_ids Child account id of

the account
6 Dimension city City that the account

belongs to

 London
7 Dimension completed_sales_

sequences

 Completed Sales

Sequence
8 Dimension country Country that the account

belongs to

 united kingdom
9 Dimension created_at Account creation timestamp 2020-07-15t14:59:27-04:00
10 Dimension creater_id ID of the creator
11 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}
12 Dimension domain_name toranainc.freshsales.io
13 Dimension facebook Facebook username

of the account

 https://www.facebook.com/sainsburys
14 Dimension id Unique ID of the account 2010226311
15 Dimension industry_type_id ID of the industry that the

account belongs to
16 Dimension is_deleted Set to true if the account

has been deleted

 FALSE
17 Dimension last_assigned_at Last Assigned At 2020-07-15t14:59:28-04:00
18 Dimension last_contacted Last Contacted 2019-07-25t08:58:28-04:00
19 Dimension last_contacted_mode Last Contacted Mode email outgoing
20 Dimension last_contacted_sales

_activity_mode

 Last Contacted Sales

Activity Mode

 task
21 Dimension last_contacted_via_chat Last Contacted via

chat
22 Dimension last_contacted_via_

sales_activity

 Last Contacted via

sales activity

 2020-07-15t14:59:28-04:00
23 Dimension linkedin https://www.linkedin.com/

company/sanbury-corporation
24 Dimension links Links {“conversations”:”/sales_accounts/2010226311/

conversations/all?include=email_conversation_recipients%2Ctargetable

%2Cphone_number%2Cphone_caller%2Cnote%2Cuser

&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”}
25 Dimension name Name of the account sainsbury’s
26 Dimension number_of_employees Number of employees in the account 1
27 Dimension open_deals_amount Open Deals Amount 0
28 Dimension deal_name Name of the lead’s deal
29 Dimension owner_id ID of the user to whom the account has been assigned 2000053454
30 Dimension parent_sales_account_id parent_sales_account

_id

 Parent account id of the account
31 Dimension phone Phone number of the account
32 Dimension recent_note Recent Note
33 Dimension record_type_id
34 Dimension state State that the account belongs to england
35 Dimension tags Tags []
36 Dimension team_user_ids Team User Id
37 Dimension territory_id ID of the territory that the account belongs to
38 Dimension twitter Twitter username of the account https://twitter.com/sainsburys
39 Dimension updated_at Account updated timestamp 2020-07-15t14:59:27-04:00
40 updater_id
41 Dimension view_id View Id 2001139014
42 Dimension view_name View Name All Accounts
43 Dimension website Website of the account sainsburys.co.uk
44 Dimension won_deals_amount Won deals amount. 0
45 Dimension won_deals_count Won deals count. 0
46 Dimension zipcode Zipcode of the region that the account belongs to
47 Electrik.AI etl_org Organization Id ORG000097
48 Electrik.AI etl_project Project Id PR000154
49 Electrik.AI etl_create_utc_dttm Record loaded/created Timestamp in UTC 2021-06-13 12:45:42 UTC
50 Electrik.AI etl_update_utc_dttm Record Update Timestamp in UTC 2021-06-13 12:45:42 UTC
51 Electrik.AI etl_start_utc_dttm AI Flow Start Timestamp in UTC 2021-06-13 12:45:42 UTC
52 Electrik.AI etl_flow_nm EAI Flow Code FL001282
53 Electrik.AI etl_flow_instance_id EAI Flow Execution Instance Id FL00AD-20190910144445424196

Leads Plus Contacts

Index Category Electrik.AI Column Name Description Sample Values
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 creater_id Creater ID
10 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}
11 Dimension customer_fit Customer fit 0
12 Dimension display_name Display name karan garg
13 Dimension domain_name Domain name toranainc.freshsales.io
14 Dimension email Primary email address of the contact [email protected]
15 Dimension emails Email addresses of the lead [{“id”:2008355436,”value”:

“[email protected]”,

“is_primary”:true,”label”:null,”_destroy”:false}]
16 Dimension facebook Facebook username of the contact
17 Dimension first_campaign First Compaign
18 Dimension first_medium First Medium
19 Dimension first_name First name of the contact karan
20 Dimension first_seen_chat First Seen Chat
21 Dimension first_source First Source
22 Dimension id Unique ID of the contact 2.01E+09
23 Dimension is_deleted Is Deleted FALSE
24 Dimension job_title Designation of the contact in the account he belongs to consultant
25 Dimension keyword The keywords that the contact used to reach your website/web app
26 Dimension last_assigned_at Last assigned at 2019-02-26t05:20:05-05:00
27 Dimension last_campaign Last Campaign
28 Dimension last_contacted Last contacted datetime 2019-05-15t14:40:07-04:00
29 Dimension last_contacted_mode Last contacted mode email incoming
30 Dimension last_contacted_

sales_activity_mode

 Last contacted sales activity mode email
31 Dimension last_contacted_via

_sales_activity

 Last contacted via sales activity 2019-05-15t14:40:07-04:00
32 Dimension last_name Last name of the contact garg
33 Dimension last_seen Last seen
34 Dimension last_seen_chat Last Seen Chat
35 Dimension last_source Last source
36 Dimension latest_campaign Last Compaign
37 Dimension latest_medium Latest Medium
38 Dimension latest_source Latest Source
39 Metric lead_score Lead score 69
40 Dimension lead_source_id ID of the source where contact came from
41 Dimension lifecycle_stage_id Lifecycle Stage ID
42 Dimension linkedin LinkedIn account of the contact
43 Dimension links Links {“conversations”:”/contacts/2011101968

/conversations/all?include=email_conversation_recipients%2

Ctargetable%2Cphone_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”}
44 Dimension locale
45 Dimension medium The medium that led your contact to your website/ web app
46 Dimension mobile_number Mobile phone number of the contact
47 Metric open_deals_amount Deal Amount 0
48 Metric open_deals_count Deals count 0
49 other_unsubscription

_reason
50 Dimension owner_id ID of the user to whom the contact has been assigned
51 Dimension phone_numbers Phone number []
52 Dimension recent_note Recent Notes
53 Dimension record_type_id Recorded Type ID
54 Dimension sales_account_id ID of the primary account that the contact belongs to
55 Dimension sales_accounts Accounts which contact belong to
56 Dimension sms_subscription

_status
57 Dimension state State that the contact belongs to california
58 Dimension subscription_status Status of subscription that the contact is in.
59 subscription_types
60 state
61 system_tags
62 Dimension tags Tags []
63 Dimension team_user_ids Team user id
64 Dimension territory_id ID of the territory that the contact belongs to
65 Dimension time_zone Timezone that the contact belongs to
66 total_sessions
67 Dimension twitter Twitter username of the contact
68 unsubscription

_reason
69 Dimension updated_at Contact updated timestamp 2019-02-26t05:20:04-05:00
70 Dimension view_id View Id
71 Dimension view_name View Name
72 Dimension web_form_ids Web Form Id
73 Metric won_deals_amount Won Deals Amount 254000
74 Metric won_deals_count Won Deals Count 1
75 work_email
76 Dimension work_number Work phone number of the contact +91 7042453697
77 Dimension zipcode Zipcode of the region that the contact belongs to 92660
78 Electrik.AI etl_org Organization Id ORG000097
79 Electrik.AI etl_project Project Id PR000154
80 Electrik.AI etl_create_utc_dttm Record loaded/created Timestamp in UTC 2021-06-13 12:45:42 UTC
81 Electrik.AI etl_update_utc_dttm Record Update Timestamp in UTC 2021-06-13 12:45:42 UTC
82 Electrik.AI etl_start_utc_dttm EAI Flow Start Timestamp in UTC 2021-06-13 12:45:42 UTC
83 Electrik.AI tl_flow_nm EAI Flow Code FL001282
84 Electrik.AI etl_flow_instance_id EAI Flow Execution Instance Id FL00AD-20190910144445424196

Deals

Index Category Electrik.AI Column Name Description Sample Values
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 Dimension deal_payment_

status_id

 Deal payment

status id
13 Dimension deal_pipeline_id Deal pipeline id 36240
14 Dimension deal_prediction Deal Prediction
15 Dimension deal_prediction

_last_updated_at

 deal prediction last updated at
16 Dimension deal_product_id Deal product id
17 Dimension deal_reason_id Deal reason id
18 Dimension deal_stage_id Deal stage id 2000261063
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”:”eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.

eyJDb252b0lkIjoiMjAwNDk4MDg1OSIsInR5cGUiOiJkZWFsIn0.

hmzjSzu9aNujQnpYqt2jMS2Sy6Qo4k44UahS_VTovRI”,

“auth_token”:”eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.

eyJVc2VyVVVJRCI6IjE4NzU2ODY4NTI2MzU4ODcwNyJ9.

uYrxFEl_76HJlgzbyuTiJbSjGB_DoBCJe0F4nC4jp8g”,

“encoded_jwt_token”:”eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.

eyJwcm9kdWN0IjoiZnJlc2hzYWxlcyIsImNvbnRleHRfaWQiOiIy

MDA0OTgwODU5IiwiY29udGV4dF90eXBlIjoiRGVhbCIsInBy

b2R1Y3RfYWNjb3VudF9pZCI6IjQ3NjMxIiwicHJvZHVjdF9

hY2NvdW50X2RvbWFpbiI6InRvcmFuYWluYy5mcmVzaHNh

bGVzLmlvIiwidXNlcl9lbWFpbCI6InBlcnJ5LndAdG9yYW5haW

5jLmNvbSIsImlzX3NlcnZlciI6dHJ1ZSwiZXhwIjoxNjIzNTY4NjYyfQ.

GmmEoz4GRxiPF42jJM_

ZSiDSd0HOc9HYw_6ryHQnILI”}
24 Dimension forecast_category Forecast category 2
25 Metric freddy_forecast_metrics
26 has_products has product
27 Dimension id id 2004980859
28 Dimension is_deleted is_deleted FALSE
29 Dimension last_assigned_at Last assigned at 2021-02-03t12:29:59-05:00
30 Dimension last_contacted

_sales_activity_mode

 Last contacted sales activity mode
31 Dimension last_contacted

_via_sales_activity

 Last contacted via sales activity
32 Dimension last_deal_prediction last deal prediction
33 Dimension lead_source_id Lead source id
34 Dimension links links {“conversations”:”/deals/2004980859/conversations/all?

include=email_conversation_recipients%2Ctargetable

%2Cphone_number%2Cphone_caller%2Cnote%2Cuser

&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”}
35 Dimension name name on it
36 Dimension owner_id Owner id
37 Metric probability Probability 100
38 Dimension recent_note Recent note
39 Dimension record_type_id recprd type id
40 Dimension rotten_days Rotten days
41 Dimension sales_account_id Sales account id
42 Dimension stage_updated_time Stage updated time 2021-02-03t12:29:58-05:00
43 Dimension tags tags []
44 Dimension team_user_ids team_user ids
45 Dimension territory_id Territory id
46 Dimension upcoming_activities_time Upcoming activities time
47 Dimension updated_at Updated at 2021-02-03t12:29:58-05:00
48 Dimension updater_id Updater id
49 Dimension view_id View id
50 Dimension view_name View name
51 Dimension web_form_id Web form id
52 Electrik.AI etl_org Organization Id ORG000097
53 Electrik.AI etl_project Project Id PR000154
54 Electrik.AI etl_create_utc_dttm Record loaded/

created Timestamp

in UTC

 2021-06-13 12:45:42 UTC
55 Electrik.AI etl_update_utc_dttm Record Update Timestamp in UTC 2021-06-13 12:45:42 UTC
56 Electrik.AI etl_start_utc_dttm EAI Flow Start Timestamp in UTC 2021-06-13 12:45:42 UTC
57 Electrik.AI etl_flow_nm EAI Flow Code FL001282
58 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 Suite (Freshworks), 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 Suite (Freshworks) 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
AdRoll Data Export
Google Ads Data Export

On this page

What is Freshsales Suite (Freshworks)?
How to add Freshsales Suite (Freshworks) Source in Electrik.AI?
What are the supported Data Destinations?
How to export Freshsales Suite (Freshworks)?
Sample Freshsales Suite (Freshworks) Data
Freshsales Suite (Freshworks) Data Schema
Accounts
Leads Plus Contacts
Deals
Custom Fields