Freshsales + clariBI
Connect Freshsales with your API key, pick the deals view to sync, and get your pipeline sitting next to the revenue it drives.
Native Freshsales data-source connector.
Paste your Freshsales API key and bundle alias, pick the deals view to sync, and clariBI pulls your deals into preprocessed datasets and auto-generated dashboards, right next to your other tools.
What is 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.
Learn more at freshworks.com
Connect Freshsales in three steps
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 Fernet-encrypted at rest.
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 the AI engine queries the synced deals alongside your revenue.
What you can analyze
Out of the box with the Freshsales connector:
- 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
- Cross-source: pipeline → closed revenue → forecast
Freshsales is one of many data sources you can connect to clariBI. See the full list →
What gets synced
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 on your schedule. 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.
Cross-source questions Freshsales makes possible
Freshsales data is most useful next to your other tools. clariBI's planner composes it with your CRM, billing, and product data through the same entity-join primitives that back every cross-source analysis.
Freshsales × Revenue
"Is our pipeline converting to revenue at the rate we forecast?"
Planner: read deal stages + amounts from Freshsales, join to closed revenue by date, and report the conversion gap.
Freshsales × Marketing
"Which campaigns produced the deals that closed?"
Planner: read deal source from Freshsales, join to campaign spend, and rank sources by closed value.
Freshsales connector FAQ
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 Fernet-encrypted at rest.
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 plan includes the Freshsales connector?
Data-source connectors are available on the Trial, Starter, Professional, and Enterprise plans. You can connect it during the free 14-day trial.
Start your free trial and connect Freshsales in a minute
API key in, read-only, synced pipeline dashboards in seconds.
Start free trial