Freshsales Suite

Google Sheets + Freshsales Suite Integration

Query from Freshsales Suite into Google Sheets or Post data from Google Sheets into Freshsales Suite or Synchronize data between Google Sheets and Freshsales Suite

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, etc. 

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is Freshsales Suite?

Freshsales Suite is a cloud CRM software that breaks organizational silos across sales, marketing, and support, allowing businesses to connect with customers across all touchpoints in one system. 

Freshsales Suite to Google Sheets: Use Case(s)

> Pull data from Freshsales Suite entity and store it into a google sheet - Query

> Post data from Google Sheets into Freshsales Suite - Post

> Synchronize data between Google Sheets and Freshsales Suite - Synchronize

Freshsales Suite

Sheet Director

Google Sheet

Setting Up Freshsales Suite in Sheet Director

Choose App and Service : 

Freshsales Suite Configuration 

Where to find the Freshsales Suite API key?

Freshsales suite to Google Sheet Query

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Freshsales Suite to Google Sheet - Post


(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


Sample Output

It will show the counts of number of records posted successfully and failed to post.


Synchronize

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheet with data in Freshsales Suite.

Conflict Resolution: 

Freshsales Suite Wins: Latest data from Freshsales Suite will be updated into Google Sheet.

Sheet Wins: Latest data from Google Sheet will be updated into Freshsales Suite.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Freshsales Suite Wins

Sample Output

Google Sheet Wins

Sample Output