Connect Freshsales to clariBI
Connect Freshsales with your API key, pick the deals view to sync, and get your pipeline sitting next to the revenue it drives.
clariBI| Connection | API connector. You paste your Freshsales API key. |
| Access | Read-only. clariBI never writes to Freshsales. |
| Sync | When the data is more than a day old, clariBI syncs it again before a question, dashboard refresh or report uses it. You can also press Sync now. |
| More endpoints | 30 documented Freshsales endpoints you can add, up to 30 per source (trial, Starter and above) |
| Plans | Every plan, including Free. Asking questions in plain English needs the trial or Starter and above. |
About Freshsales
Freshsales is the CRM in the Freshworks suite that tracks contacts, accounts, and sales deals through a pipeline.
clariBI reads Freshsales through its REST API using your own API key: the deals in the saved view you choose. Access is read-only, and clariBI never edits a record in your CRM.
Vendor site: freshworks.com
What clariBI syncs
clariBI pulls the deals in the view you select through the Freshsales REST API, paginates the full view, lands it as a preprocessed dataset, and refreshes it once it is more than a day old. Access is read-only.
clariBI syncs the deals with their created dates, stages, owners, amounts, and win probabilities, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a deal in Freshsales.
What you can chart
- Deals created over time
- Pipeline value and count by stage
- Open and won deals by owner
- Average deal size and win probability
- Deals by expected close date
How to connect Freshsales
Open Data Sources in clariBI
In clariBI, go to Data Sources > Add Data Source, find Freshsales, paste your API key (Profile Settings > API Settings) and your bundle alias (the part before .myfreshworks.com). The key is stored encrypted.
Choose the deals view to sync
Enter the view id of the deals view you want (open the view in Freshsales; the id is in the URL). clariBI reads it read-only.
Sync, then get dashboards
clariBI syncs the deals, preprocesses them, and builds an insights dashboard. Ask "How is the pipeline trending by stage?" and clariBI reads the synced deals alongside your revenue.
Questions you can ask
Asking in plain English uses AI credits, so it needs the trial or a Starter, Professional or Enterprise plan. Totals and trends are computed from the synced rows; the AI plans the question, picks the chart and writes the explanation.
- "Is our pipeline converting to revenue at the rate we forecast?"
- "Which campaigns produced the deals that closed?"
About the Freshsales connector
What do I need to connect Freshsales?
Your Freshsales API key (Profile Settings, API Settings), your bundle alias (the part before .myfreshworks.com), and the view id of the deals view to sync. You enter them into clariBI once; the key is stored encrypted.
Why does Freshsales need a view id?
Freshsales lists deals through saved views rather than a list-everything endpoint. Open the deals view you want in Freshsales and copy the view id from the URL; clariBI paginates that view read-only.
Which clariBI plans include Freshsales?
Every plan can connect Freshsales, within its data source limit: 3 on Free, 5 on Lite, 10 on Starter, 50 on Professional and 100 on Enterprise. Each source gets an automatic dashboard on every plan. Asking questions in plain English, AI reports and adding endpoints from the Freshsales catalog need the trial or a Starter, Professional or Enterprise plan.
Try Freshsales in clariBI
The trial lasts 14 days, includes 50 AI credits and needs no card. When it ends, your account moves to the Free plan and keeps its data and dashboards.