Freshworks CRM Data Export

What is Freshworks CRM?

With Freshworks CRM (formerly Freshsales) your team can use AI-based lead scoring, phone, email, activity capture, and more. Freshworks CRM bridges the capabilities of CRM, Marketing Automation and AI to provide unified experience for sales and marketing teams.

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

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

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

a. Freshworks 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 Electrik.AI dashboard

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

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

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

Step 5 The Source default tab is selected just click on “Freshworks CRM” connection

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

Step 6 Enter your Freshworks Domain URL and API Key

Step 7: Click on Save button on the top. 

Step 7 Click on Save button on the top

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

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

What are the supported Data Destinations?

Electrik.AI supports the following databases to export Freshworks 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 Freshworks CRM Data?

Electrik.AI creates a data flow (or ETL process) that exports Freshworks 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 Freshworks CRM to Database

Step 1: Ensure you have the following prerequisites.
1. Access to Freshworks CRM.
2. Freshworks 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 Electrik.AI dashboard

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

Click on Add button to create a Freshworks CRM Performance Data Extractor Flow

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

Select Freshworks CRM Connection present in the list of available sources

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

Select your existing Freshworks CRM 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.

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

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

Step 8 Select your existing BigQuery connection in ElectrikAI

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

9a. Choose the desired report to get the appropriate data

b. Choose a view

9b. Choose a view

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.

c.Click “Save and Proceed” to continue

Note: By Default, Electrik.AI chooses an existing Data Set to load your Freshworks CRM Report. You can create a new Dataset in your bucket by selecting the “Create Data Set” radio button.
Step 10: Please wait while you are redirected to Flow Details Screen.

Please wait while you are redirected to Flow Details Screen

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

Congratulations, you have now successfully setup Freshworks CRM Performance Report to BigQuery

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

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