Freshsales connector for Amazon AppFlow
Freshsales is a Customer Relationship Management (CRM) service that helps companies leverage customer data and interactions. If you’re a Freshsales user, your account contains information about communication, timelines, meetings, chats, workflows, and more. You can use Amazon AppFlow to transfer data from Freshsales to certain AWS services or other supported applications.
Amazon AppFlow support for Freshsales
Amazon AppFlow supports Freshsales as follows.
- Supported as a data source?
Yes. You can use Amazon AppFlow to transfer data from Freshsales.
- Supported as a data destination?
No. You can't use Amazon AppFlow to transfer data to Freshsales.
Before you begin
To use Amazon AppFlow to transfer data from Freshsales to supported destinations, you must have an account with Freshsales that contains the data that you want to transfer. For more information about the Freshsales data objects that Amazon AppFlow supports, see Supported objects.
From the API settings of your Freshsales account, note the value of your API key.
When you connect to your Freshsales account, you provide this value to Amazon AppFlow. For
more information, see How to find my API key?
Connecting Amazon AppFlow to your Freshsales account
To connect Amazon AppFlow to your Freshsales account, provide details from your Freshsales project so that Amazon AppFlow can access your data. If you haven't yet configured your Freshsales project for Amazon AppFlow integration, see Before you begin.
To connect to Freshsales
Sign in to the AWS Management Console and open the Amazon AppFlow console at https://console.aws.amazon.com/appflow/
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In the navigation pane on the left, choose Connections.
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On the Manage connections page, for Connectors, choose Freshsales.
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Choose Create connection.
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In the Connect to Freshsales window, enter the following information:
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API key – Enter the word token in this field.
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API secret key – Enter your secret key. This is named “Your API Key” in the Freshsales console, for example, sfg999666t673t7t82.
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Instance URL – Enter the URL for your Freshsales instance, for example, https://my-freshsales-instance.myfreshworks.com/crm1/sales.
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Optionally, under Data encryption, choose Customize encryption settings (advanced) if you want to encrypt your data with a customer managed key in the AWS Key Management Service (AWS KMS).
By default, Amazon AppFlow encrypts your data with a KMS key that AWS creates, uses, and manages for you. Choose this option if you want to encrypt your data with your own KMS key instead.
Amazon AppFlow always encrypts your data during transit and at rest. For more information, see Data protection in Amazon AppFlow.
If you want to use a KMS key from the current AWS account, select this key under Choose an AWS KMS key. If you want to use a KMS key from a different AWS account, enter the Amazon Resource Name (ARN) for that key.
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For Connection name, enter a name for your connection.
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Choose Connect.
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In the window that appears, sign in to your Freshsales account, and grant access to Amazon AppFlow.
On the Manage connections page, your new connection appears in the Connections table. When you create a flow that uses Freshsales as the data source, you can select this connection.
Transferring data from Freshsales with a flow
To transfer data from Freshsales, create an Amazon AppFlow flow, and choose Freshsales as the data source. For the steps to create a flow, see Creating flows in Amazon AppFlow.
When you configure the flow, choose the data object that you want to transfer. For the objects that Amazon AppFlow supports for Freshsales, see Supported objects.
Also, choose the destination where you want to transfer the data object that you selected. For more information about how to configure your destination, see Supported destinations.
Supported destinations
When you create a flow that uses Freshsales as the data source, you can set the destination to any of the following connectors:
Supported objects
When you create a flow that uses Freshsales as the data source, you can transfer any of the following data objects to supported destinations:
|
Object |
Field |
Data type |
Supported filters |
|---|---|---|---|
|
accounts |
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|
contacts |
