Freshworks CRM

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Freshworks CRM is a cloud-based customer relationship management (CRM) solution designed to help businesses manage their customer interactions and data throughout the customer lifecycle. It integrates sales, marketing, and customer support modules to provide a comprehensive toolset for attracting and retaining customers, improving engagement, and driving growth with actionable insights.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Freshworks's official documentation to see all available endpoints from the Freshworks API.

Authorize Connection to Freshworks CRM

In Freshworks

To authorize your Freshworks account, you will need your domain name, and an API key (= API token).

  1. In your Freshworks account, click on your profile photo and navigate to the Settings page.
  2. Continue to the API Settings tab and answer the captcha.
  3. Copy the value from the Your API Key field.

In Dataddo

  1. On the Authorizers page, click on Authorize New Service and select Freshworks.
  2. Fill in the following fields:
    1. Domain: Your Freshworks CRM domain name (provide the full URL, e.g. domain.myfreshworks.com).
    2. API Key: Freshworks API token.
  3. Rename your authorizer for easier identification and click on Save.

How to Create a Freshworks Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
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    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
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      To load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources