Flatly for Freshsales

Auto-export Freshsales data to Google Sheets, Excel Online and CSVs in Dropbox, Box, OneDrive, etc.

Install available only on Desktop

Published by Flatly
about 1 month ago

in Data Services, Marketing Automation, Collaboration

Help and Supportsupport@flatly.io https://flatly.io/helpdesk

Flatly for Freshsales

Auto-export Freshsales data to Google Sheets, Excel Online and CSVs in Dropbox, Box, OneDrive, etc.

					        	Flatly is an easy-to-use web app that auto-exports and flattens Freshsales data (full Leads list, full Contacts list, etc.) to Google Sheets, Excel Online and CSV files in cloud drives like Google Drive, Dropbox, Box, OneDrive, OneDrive for Business, Azure and Amazon every 10 minutes, hourly or daily.

Without writing any code or worrying about technical complexities, Freshsales users can configure Flatly to setup recurring, automatic jobs that generate Sheets or CSV files in cloud drives.

Freshsales Use Cases:  [1] Data Backup, [2] Historical Data Snapshots, [3] Cross-team Collaboration, [4] Custom Analytics, [5] Data-bridging to third party BI, dashboard and reporting apps, [6] Data-merging with other flattened data (Combining CRM data with Accounting data, Marketing data, CRM data, etc.)

Interface:  Point and click.

Pricing:  Flatly offers a forever-free Sponsored plan for smaller datasets.  It also offers higher capacity plans starting at $9 per month supporting millions of cells per Job.

Support:  Flatly Support offers live chat and email support with same-day response time.
							No installation required.  Flatly is a pure cloud, Software as a Service app that runs in your browser.
No technical expertise is required.

Getting started:  
[1] Keep Freshsales open in a browser tab, make note of your exact Freshsales domain and Freshsales API token/key.  
[2] Open Flatly.IO in a second browser tab and sign-up/login to Flatly.
[3] Select Freshsales from the Select Source dropdown menu.
[4] Select Destination and authorize your cloud drive.
[5] Authorize Freshsales (enter your Freshsales domain name *without the HTTP prefix and without the Freshsales.io suffix*)
[6] Select Target Folder
[7] Select a Freshsales data object from the dropdown, for example "Leads".  (Note, you can merge 2 more objects later, inside a third party Sheets app or using a third party BI app).
[8] Set the remaining preferences
[9] Click Run Once, to test the Job.  Then open your cloud drive (example:  Google Sheets) in a third browser tab and review the output.
[10] If your data looks good, click Run Per Schedule, and you're done!  You don't have to return to Flatly -but it's a good idea to login periodically and check your Logs for any issues.

For a full list of supported Freshsales data objects see:  https://flatly.io/freshsales

Consider connecting your cloud drive (with the flattened data in it) to a powerful BI app like Slemma, DataHero,
or PowerBI (see their very simple connection processes).

Help and Supportsupport@flatly.io https://flatly.io/helpdesk

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