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Flatly for Freshsales

Auto-export Comprehensive Data Sets from Freshsales to Google Sheets, Excel Online and CSV
Published by support(about over 2 years ago)
Version 1.0
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OverviewInstallation InstructionsPrivacy & Security
Flatly is a cloud-based Software as a Service (SaaS) that replicates business data as flat files (CSV, XLSX, or Sheets) in cloud storage. The service can be configured through a set of "jobs" or "job settings" which control the replication and syncing of data. Once a job is set to run, Flatly runs as an invisible background service. Freshsales to Google Sheets Freshsales to Google Drive Freshsales to Excel Online Freshsales to OneDrive Freshsales to Dropbox Freshsales to Amazon S3 Freshsales to FTP Freshsales to SFTP Freshsales to Azure Storage Freshsales to Google Cloud Storage Freshsales to Google Data Studio Freshsales to PowerBI Freshsales to Smartsheet

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Data management & Analytics

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No desktop installation required. No technical expertise is required. Getting started: [1] Keep Freshsales open in a browser tab, make note of your exact Freshsales domain and Freshsales API token/key. [2] Open Flatly.IO in a second browser tab and sign-up/login to Flatly. [3] Select Freshsales from the Select Source dropdown menu. [4] Select Destination and authorize your cloud drive. [5] Authorize Freshsales (enter your Freshsales domain name *without the HTTP prefix and without the Freshsales.io suffix*) [6] Select Target Folder [7] Select a Freshsales data object from the dropdown, for example "Leads". (Note, you can merge 2 more objects later, inside a third party Sheets app or using a third party BI app). [8] Set the remaining preferences [9] Click Run Once, to test the Job. Then open your cloud drive (example: Google Sheets) in a third browser tab and review the output. [10] If your data looks good, click Run Per Schedule, and you're done! You don't have to return to Flatly -but it's a good idea to login periodically and check your Logs for any issues. For a full list of supported Freshsales data objects see: https://flatly.io/integrations/freshsales

App Details

Categories
Data management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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App Details

Categories
Data management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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