Connect Freshsales (Freshworks CRM) to clariBI with your API key to sync the deals in a saved view, read-only, with auto-generated dashboards next to your business data.
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.
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 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
- 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
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.
Questions across your other data
Once your records are synced, the AI engine can join them to the rest of your business data. A few examples:
| Pairing | Question | How clariBI answers |
|---|---|---|
| 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. |
Frequently asked questions
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.