Connect your Freshsales to Google Sheets
Seamlessly integrate your Freshsales CRM data into Google Sheets for streamlined sales reporting and analytics.
Please note that the Freshsales integration is in beta at the moment. If you face any issues, please reach out to us at support@superjoin.ai and we will help you asap!
Why use Superjoin’s Google Sheets-Freshsales Integration?
Quick and Easy Integration
We’ve meticulously organized the data points to ensure easy accessibility in a format you’re already familiar with.
Preview your imports visually
Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing.
Automatic Refreshes
Enjoy one-click refreshes or schedule regular updates to ensure your sheets are always up to date.
Power of Google Sheets
Benefit from Google Sheets’ collaborative data analysis & other powerful capabilities.
Step-by-step walkthrough: How to connect Freshsales to Google Sheets.
Get Add-ons
Select Add-ons
and choose Get Add-ons
. This action will redirect you to the Google Workspace Marketplace.
Search Superjoin
Click on Install
Click on Extensions
from the Google Sheets menu.
Launch Superjoin
Once installed, navigate back to the Extensions
menu tab in Google Sheets. Launch Superjoin from here. You should now see Superjoin running as a side panel on the right side of your screen.
Pick Freshsales
Select Freshsales from the list of available data sources.
Connect your account
Connect your Freshsales account. Go through all the directions and prompts to connect your Freshsales account to Google Sheets.
Select your Object
Now select the objects from the list you want to import from.
Select filters
Select the filters that you want to apply in order to filter down the data that you want to work on.
Select Sort
Select the items that you want to sort.
Enter Limit
Now simply Enter the Limit of rows you want to write on Google Sheet.
Click Import
Now simply click on the “import” button to bring this selected data into your Google Sheets.
Data pulled! Setup a auto-refresh schedule.
Superjoin lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule. This way, you won’t need to manually update your Freshsales data in Google Sheets to reflect changes from the source.
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