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

Demo Video: How to integrate Google Sheets & Freshsales Suite?

Setting Up Freshsales Suite in Sheet Director

Choose App and Service :

Select Freshsales Suite from the list of applications.
Select Service.

Freshsales Suite Configuration

Enter your API key in the key text box.
Enter the Bundle Alias.
Click on Connect to Freshsales Suite to connect to Freshsales Suite so that you can pull data.

Where to find the Freshsales Suite API key?

Log into your Freshsales Suite account.
From the top right of your Freshsales Suite page, click on your name/icon, then click on Settings.

Select API settings.

You can find API Key and Bundle Alias.
Use Bundle Alias as Path and API Key as Key in the authentication.

Freshsales suite to Google Sheet – Query

If Freshsales Suite is connected successfully the following screen appears.
Select the required entity.
Select the required fields.
Mention the max results required.

Destination Settings:

Configure the destination settings to save the executed data.

Scheduler Settings:

Switch on Run automatically to execute services automatically in background.

Notification Settings:

Configure the Notification settings to setup the email templates and add attachments.

Sample Output

Freshsales Suite to Google Sheet - Post

Entity
Select the entity object that you need to post to
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.

Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell value

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

Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Mapping
After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on the yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column dropdown
You can delete the field by clicking on the delete icon on top of each field map
You can't delete mandatory* fields

Click on execute will ask for confirmation.
Click save to save the service.

It will show number of records ready to post.
Click post now to post the records into Freshsales Suite.

Sample Output

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

Synchronize

Select service as Synchronize.

Enter the API key.
Click on Connect to Freshsales Suite to authorize with Freshsales Suite.

Select the Entity required.
Mention the required Fields.
Select the max results required.

Synchronize settings:

Synchronization Keys:

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

Conflict Resolution:

When Synchronization happens, there could be a conflict of data between Google Sheets and Freshsales Suite.

Freshsales Suite Wins
Sheet Wins

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

Here the Freshsales Suite data is edited and on execution, this data will be updated in Google Sheet.

Choose the spreadsheet to store data.
Select the required cell value.
Select Append Sheet if required.
Switch on the Include header to add headers.
Switch on Clear Sheet to clear sheet data before execution.
Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

Click Execute to execute the data.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Freshsales Suite will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheet.
Click on the Refresh icon to refresh the data.

If the data are synced successfully the following screen appears.
Click on Close to close the configuration.

Sample Output

The Status column in the Google Sheet shows the status of the data.
The newly updated data will be marked as Synced Successfully.

Google Sheet Wins

Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Freshsales Suite.

Select the sheet to store output.
Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

Click Execute to execute the data.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Freshsales Suite will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheet.
Click on the Refresh icon to refresh the data.

If the data are synced successfully the following screen appears.
Click on Close to close the configuration.

Sample Output

The Status column in the Google Sheet shows the status of the data.
The newly updated data will be marked as Synced Successfully.

Freshsales Suite

Google Sheets + Freshsales Suite Integration

What is Sheet Director?

What is Freshsales Suite?

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

Demo Video: How to integrate Google Sheets & Freshsales Suite?

Table Of Contents

Setting Up Freshsales Suite in Sheet Director

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

Sample Output

Synchronize

Synchronize settings:

Freshsales Suite Wins

Sample Output

Google Sheet Wins

Sample Output

Sheet Director

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