Sync Freshsales data to Sourcetable

Freshsales

Freshsales is a cloud-based customer relationship management (CRM) solution that allows businesses to manage interactions with existing and potential customers - combining sales and marketing capabilities, chat and phone communications. The platform tracks important customer service KPIs such as lead response time, sales cycle length and opportunity to win ratio.

Sync Freshsales data to Sourcetable

Find out how to make the most of your Freshsales data with Sourcetable

Sourcetable Benefits

Data & analytics

Up-to-date, reliable customer service metrics can make all the difference for business owners looking to gauge their performance over time, and make improvements to boost customer retention. Sourcetable allows users to query and cross-reference key data from Freshsales and other platforms in one simple, accessible spreadsheet – ideal for analyzing rep performance, building Activity and Campaign Reports and understanding user churn at a glance.

Accessibility

Syncing Freshsales data to Sourcetable keeps it centralized and accessible to everyone on your team, letting you track your business’ customer support data quickly and easily, with no knowledge of SQL required.

All your business data in one place

Sourcetable brings together key data from over 30 different platforms and databases, including Freshsales, allowing users to gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.

Find out how to make the most of Freshsales with Sourcetable

A Magic Wand

Smart Templates

Use out of the box, tried and tested templates in order to merge sales and customer data, and enhance data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyze your Freshsales CRM data alongside findings from separate apps and platforms, to generate cross channel reports in the blink of an eye

A Magic Wand

Ease Of use

Compile and query all your Freshsales data in one spreadsheet to identify the business insights behind the numbers, and improve customer service

Who uses Freshsales data in Sourcetable

πŸ“ˆ Marketing and Advertising professionals

πŸ‘·πŸΏ Sales and Sales Ops folk

πŸ§“πŸΌ Founders

πŸ™‹ Customer Support Managers

🏒 Ecommerce businesses

Sample companies

Online businesses integrating Freshsales with Sourcetable have access to all relevant data.

  • Software as a Service

    (SaaS) companies
  • Retail online stores

    (eCommerce)
  • B2B Platforms

  • B2C Marketplaces

  • Subscription Services

What makes Sourcetable special?

A Magic Wand

Interconnectivity

Connect, sync and query CRM data from Freshsales with insights from 30+ other sources, regardless of your level of tech skills.

A Magic Wand

Automation

Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.

A Magic Wand

Collaboration

Create workflow templates and share with your team, to drive decisions and improve customer experience based on your Freshsales customer history.

Frequently Asked Questions

How do I sync Freshsales data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Freshsales data.
What common integrations do people combine with Freshsales?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from Freshsales - and other CRM platforms such as Salesforce and Zendesk - at a glance, without prior knowledge of SQL or other coding languages.
How easy is it to visualize my Freshsales data using Sourcetable?
Sourcetable comes with a full Visualization suite including charts, graphs, conditional formatting, pivot tables and everything you might need to create shareable reports.