--- title: "Freshworks CRM" slug: "freshworks-crm" description: "Streamline your customer relationship management and data integration with Freshworks CRM and Dataddo across all your business tools, driving growth and insights." updated: 2024-04-30T09:18:09Z published: 2024-04-30T09:18:09Z --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.dataddo.com/llms.txt > Use this file to discover all available pages before exploring further. # Freshworks CRM **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](https://www.dataddo.com/connector/freshworks). Refer to Freshworks's official documentation to see [all available endpoints from the Freshworks API](https://developers.freshworks.com/crm/api/#introduction). ## 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](https://app.dataddo.com/service/new) 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**](https://app.dataddo.com/sources/new) button. 2. Select the connector from the list and name your ***data source***. 3. On the **Dataset** step, select your **dataset**. **DATADDO TIP** 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**](https://app.dataddo.com/service/new). 5. On the **Attributes and Metrics** step, select the **metrics and attributes** you want to extract. ![Create a source using a custom-schema connector.](https://cdn.document360.io/084ed225-3f99-4644-a2da-39ca0cd5ef45/Images/Documentation/Create%20Source%20-%20Custom-Schema%20Connector.png) 6. On the **Metadata** step, select which [**metadata fields**](/docs/metadata-inclusion) such as extraction time to add to your data. 7. On the **Snapshot** step: 1. Configure your [**sync frequency**](/docs/extraction#extraction-frequency) or click **Show advanced settings** to set the exact synchronization time. **DATADDO TIP** To **load historical data**, refer to the [**Data Backfilling**](https://docs.dataddo.com/docs/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](https://docs.dataddo.com/docs/data-backfilling). - **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** - [Simple Data Integration to Dashboards](https://docs.dataddo.com/docs/simple-data-integration-to-dashboards) - [Data Backfilling to Dashboarding Apps](https://docs.dataddo.com/docs/data-backfilling-to-dashboarding-apps) **Sending Data to Data Storages** - [Batch Ingestion to Data Warehouses](https://docs.dataddo.com/docs/ingestion-to-data-warehouses) - [Data Backfilling to Storages](https://docs.dataddo.com/docs/data-backfilling-to-storages) **Other Resources** - [Troubleshooting](https://docs.dataddo.com/docs/troubleshooting) - [Extraction Logs](https://docs.dataddo.com/docs/extraction-logs) - [Data Duplication](https://docs.dataddo.com/docs/data-duplication) An API token is a code snippet used to secure API access. It's sent to API servers as identification, confirming whether the user or application has access, and provides both authentication and user/application information to the API server. Authorizers act as credentials for external services (e.g. Facebook or Google). To enable Dataddo to access and retrieve your data, you need to grant access to accounts that possess admin-level permissions or higher within these services.