Freshsales

Estimated reading time: 6 min

From this article you can learn:

Creating an Integration

From your Slemma account, head over to the Library page and click the plus button at the bottom right. Select Integration from the submenu.

In the following page, you can find Intercom with one of the following ways:

  1. Scroll down and select Intercom from the list of Integrations.
  2. Use search to find Intercom from the list of Integrations.
  3. Choose Intercom using All dropdown list > CRM.

You’ll see the Integration settings dialog window. Enter your Freshsales domain and API key (here you can find the instruction on how to find your API key).

You can select the frequency for the automatic updates on the DATA REFRESH tab, or set weeks settings on the ADVANCED tab. Click OK.

After that, the integration will be created and it will appear in your account in the list of objects. Now you are able to share the integration with either individuals or the entire Team, rename or remove the integration. To view the options available for the integration, right click it in the list.

Creating a Dataset

A dataset is a collection of data in a tabular format that is created on one of the possible data sources. The datasets can be used to create dashboards or individual charts.

To create a dataset, click your Freshsales integration in the list and select Browse datasets. From the following page, select which data you want to add to use in your charts.

NOTE: Cloud Service Integrations have prebuilt datasets that are not editable.

Click dataset’s name for a description of each dataset.

This data source contains information about all your users such as user count by location, and your custom fields per user.

Dimensions

  1. Name – Name of the lead
  2. Email – Primary email address of the lead
  3. City – City that the lead belongs to
  4. State – State that the lead belongs to
  5. Country – Country that the lead belongs to
  6. Lead Stage – The lead stage that the lead belongs to
  7. Reason – The lead reason
  8. Source – The source where lead came from
  9. Owner – The user to whom the lead has been assigned
  10. Has Authority – The lead has authority to take decisions regarding the purchase
  11. DND – The lead have enabled do not disturb or unsubscribed to your mails
  12. Medium – The medium that led your lead to your website/ web app
  13. Campaign – The campaign that led your lead to your web app
  14. Keyword – The keywords that the lead used to reach your website/web app
  15. Territory – The territory that the lead belongs to
  16. Company Name – Name of the company that the lead belongs to
  17. Company City – City that the lead’s company belongs to
  18. Company State – State that the leads’ company belongs to
  19. Company Country – Country that the lead’s company belongs to
  20. Industry Type – The industry that the lead’s company belongs to
  21. Business Type – The business that the lead’s company belongs to
  22. Deal Expected Close Date – The date when the deal is expected to close
  23. Product – The product that the lead’s deal belongs to(in a multi product company)
  24. Created at – Lead creation timestamp
  25. Updated at – Lead updated timestamp
  26. Lead Quality
  27. Last Seen
  28. Last Contacted
  29. Email Status
  30. Last Contacted Mode
  31. Last Contacted Sales Activity Mode
  32. Last Contacted via Chat
  33. Last Contacted via Sales Activity
  34. Completed Sales Sequences
  35. Active Sales Sequences
  36. Last Assigned at

Measures

  1. Deal Value – Value of the lead’s deal in dollars
  2. Lead Score
  3. Number of leads

This data source contains information about all your users such as user count by location, and your custom fields per user.

Dimensions

  1. Name – Name of the contact
  2. Email – Primary email address of the contact
  3. City – City that the contact belongs to
  4. State – State that the contact belongs to
  5. Country – Country that the contact belongs to
  6. Contact Status – The contact status that the contact belongs to
  7. Source – The source where contact came from
  8. Owner – The user to whom the contact has been assigned
  9. Has Authority – The contact has authority to take decisions regarding the purchase
  10. DND – The contact have enabled do not disturb or unsubscribed to your mails
  11. Medium – The medium that led your contact to your website/ web app
  12. Campaign – The campaign that led your contact to your web app
  13. Keyword – The keywords that the contact used to reach your website/web app
  14. Territory – The territory that the contact belongs to
  15. Company Name – Name of the company that the contact belongs to
  16. Created at – Contact creation timestamp
  17. Updated at – Contact updated timestamp
  18. Lead Quality
  19. Last Seen
  20. Last Contacted
  21. Email Status
  22. Last Contacted Mode
  23. Last Contacted Sales Activity Mode
  24. Last Contacted via Chat
  25. Last Contacted via Sales Activity
  26. Completed Sales Sequences
  27. Active Sales Sequences
  28. Last Assigned at

Measures

  1. Lead Score
  2. Open Deals Amount
  3. Won Deals Amount
  4. Open deals Count
  5. Number of Contacts

This data source contains information about all your users such as user count by location, and your custom fields per user.

Dimensions

  1. Name – Name of the deal
  2. Stage – The deal stage that the deal belongs to
  3. Reason – The deal reason
  4. Type – The deal type that the deal belongs to
  5. Owner – The user to whom the deal has been assigned
  6. Expected Close Date – The date when the deal is expected to close
  7. Closed Date – The date when the deal is closed
  8. Deal Source – The source where deal came from
  9. Campaign – The campaign that landed this deal
  10. Product – The product that the deal belongs to (in a multi product company)
  11. Payment Status – The mode of payment for the deal
  12. Created at – Deal creation timestamp
  13. Updated at – Deal updated timestamp
  14. Territory – The territory that the deal belongs to
  15. Deal Pipeline – The deal pipeline that it belongs to
  16. Company Name – Name of the company that the deal belongs to

Measures

  1. Deal Value
  2. Probability (%)
  3. Number of deals

This data source contains information about all your users such as user count by location, and your custom fields per user.

Dimensions

  1. Title – Title of the task
  2. Due Date – Timestamp that denotes when the task is due to be completed
  3. Targetable Type – String that denotes against which entity task has been created. Possible values are either “Lead” or “Contact” or “SalesAccount” or “Deal”
  4. Targetable Title – Lead/contact/account or deal against whom task has been created
  5. Owner – The user to whom the task has been assigned
  6. Status – Status of the task
  7. Creator – The user who created the task
  8. Created at – Task creation timestamp
  9. Updated at – Task updated timestamp
  10. Outcome – Outcome of Task sales activity type
  11. Task Type – Type of Task sales activity type

Measures

  1. Number of tasks

This data source contains information about all your users such as user count by location, and your custom fields per user.

Dimensions

  1. Title – Title of the appointment
  2. From Date – Timestamp that denotes the start of appointment/Start date if this is an all day appointment
  3. End Date – Timestamp that denotes the end of appointment/End date if this is an all day appointment
  4. Targetable Type – String that denotes against which entity appointment has been created. Possible values are either “Lead” or “Contact” or “SalesAccount” or “Deal”.
  5. Targetable Title – Lead/contact/account or deal against whom appointment has been created
  6. Is Allday – Specifies if appointment is an all day appointment or not
  7. Creator – The user who created the appointment
  8. Created at – Appointment creation timestamp
  9. Updated at – Appointment updated timestamp
  10. Outcome – Outcome of appointment sales activity type

Measures

  1. Number of appointments

This data source contains information about all your users such as user count by location, and your custom fields per user.

Dimensions

  1. Title – Title of the sales activity
  2. Type – Sales activity type for which the sales activity has been created
  3. Outcome – Sales activity’s outcome
  4. Start Date – Timestamp that denotes the end of sales activity
  5. End Date – Timestamp that denotes the end of sales activity
  6. Owner – The user who owns the sales activity
  7. Targetable Type
  8. Targetable Title
  9. Creator – The user who created the sales activity
  10. Created at – Sales activity creation timestamp
  11. Updated at – Sales activity updation timestamp

Measures

  1. Number of activities

Creating a Chart

Click a dataset or integration and select Create dashboard/Create saved chart to start building a chart.

From the next page, you can choose to create your own chart from scratch, or you can apply one of the templates we created.

  • If you choose to build a new chart from scratch (“Blank” option), the Chart designer will open. Go here to learn how to create a chart in the Chart designer.
  • If you choose a template, a new chart will be added to a dashboard/saved chart/presentation (depending on the way you start the chart creation).
Was this article helpful?
Dislike 0
Views: 29