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Flatly for Freshsales

Auto-export Comprehensive Data Sets from Freshsales to Google Sheets, Excel Online and CSV
Published by Flatly(about 6 years ago)
Supported for
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OverviewInstallation InstructionsPrivacy & Security
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

App Details

Categories
Data management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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

App Details

Categories
Data management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Details

Categories
Data management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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