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    Freshworks CRM
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    Contents

    Freshworks CRM

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    Article summary

    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 and select the connector from the list.
    2. Select your dataset and click on Next to continue.
      DATADDO TIP

      If you are not sure which dataset you need but know the metrics and attributes, use the Search by Name or Attribute function.

      Fixed-schema connector
    3. From the drop-down menu, select your authorizer.
      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.

    4. Name your data source and select your metrics and attributes. Keep in mind that metrics and attributes depend on the selected dataset.
    5. Configure your sync frequency or the exact synchronization time under Show advanced settings.
      DATADDO TIP

      If you need to load historical data, please refer to the Data Backfilling article.

    6. Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
    7. 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

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