Flatly is a cloud-based Software as a Service (SaaS) that replicates business data as flat files (CSV, XLSX, or Sheets) in cloud storage. The service can be configured through a set of "jobs" or "job settings" which control the replication and syncing of data. Once a job is set to run, Flatly runs as an invisible background service.
Freshsales to Google Sheets
Freshsales to Google Drive
Freshsales to Excel Online
Freshsales to OneDrive
Freshsales to Dropbox
Freshsales to Amazon S3
Freshsales to FTP
Freshsales to SFTP
Freshsales to Azure Storage
Freshsales to Google Cloud Storage
Freshsales to Google Data Studio
Freshsales to PowerBI
Freshsales to Smartsheet
No desktop installation required.
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/integrations/freshsales
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
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Version History
This is the first version. Release notes not yet available.
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