Freshsales connector

Kaivo is a fully managed data platform that syncs your Freshsales data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your CRM data instead of moving it.

What is the Freshsales connector

Sync your Freshsales CRM data into BigQuery with Kaivo to report on pipeline, accounts, and activity alongside the rest of your data.

Getting started with the Freshsales connector

1. Sign up for Kaivo and create a workspace.
2. Connect your Freshsales account.
3. Choose which tables to sync.
4. Wait for the initial sync to finish.
5. Query your data in BigQuery or your favourite AI or BI tool.

Authenticating Freshsales

Authenticate with your API Key.

Configuring the Freshsales connector

When you set up the connector, you provide:

Tables and columns synced from Freshsales

Kaivo syncs 12 tables from Freshsales into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

How the Freshsales sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Freshsales supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for Freshsales?

It depends on how much history is in your Freshsales account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when Freshsales's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in Freshsales, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

How do I handle GDPR or data deletion requests?

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Freshsales instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Freshsales connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Freshsales data

Pipeline reporting

Use open_deals, won_deals, and lost_deals to track pipeline value and win rates over time.

Account view

Join contacts with accounts to understand your customers and where deals sit.

Activity tracking

Bring open_tasks, completed_tasks, and appointments together to see how reps work accounts.

Forecasting

Group deals by stage to build a clearer view of expected revenue.

Use Freshsales data in your AI and BI tools

Once Freshsales data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with Freshsales data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide →

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Excel

Connect via Power Query's BigQuery connector. Setup guide →

Metabase

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for Freshsales connector pricing and plan details.

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