Freshsales (Freshworks CRM) holds your contacts, sales accounts, leads, and deals. Connecting it as a data source through the Connectors library syncs those tables into your Alta workspace, where they become training data for Alta and a foundation for your metrics, dashboards, and Luna analysis. Once it's flowing, you can measure pipeline, conversion, and win rates — and ask Luna questions in plain English. Freshsales connects with credentials (an API key).

Who this is for: RevOps and sales teams running Freshsales who want that data measured across Alta.

Before you start

Get your Freshsales API key (from your profile settings → API Settings) and your account domain (e.g. yourcompany.myfreshworks.com).
Connect a source only once per workspace. If Freshsales already shows Connected, edit the existing connection.

Connect Freshsales

Open Connectors from the sidebar.
Find Freshsales via the CRM tab or the Search data sources box.
Click the Freshsales card to open the Create connector screen.
Fill in the connection fields shown (such as your domain and API key), then click Create.
Alta runs a connect test. If it fails you'll see The connect test has failed with Freshsales' error — fix the field and retry.
The card then shows Connected and Data is syncing until the first sync finishes.

Choose which tables sync

Open the connection. Freshsales brings in contacts, sales accounts, leads, and deals.
Use the Synced toggle in the Freshsales tables section to control what's pulled in.
Turn off Show only synced tables to see everything available.

Key tables and fields synced

contacts — id, email, job_title, lead_source_id, owner_id, created_at
sales_accounts — companies: id, name, industry, annual_revenue, number_of_employees
leads — id, status, lead_source, created_at
deals — id, amount, stage, probability, expected_close, owner_id, sales_account_id

What you can ask this data

Once it's syncing, build it into metrics and dashboards or just ask Luna / Ask AI. For example:

"What's open pipeline by stage?" — sums deals.amount grouped by stage.
"Which lead sources convert best?" — compares conversions by lead_source.
"How many deals closed this quarter, and by whom?" — counts won deals by owner_id.
"What's revenue by industry?" — joins deals to sales_accounts.industry.

Build your first metric (worked example)

Confirm deals shows Last sync — Succeeded.
In Metrics, create a metric on deals with measure sum of amount and date field expected_close.
Filter to open stages for pipeline, or won stage for closed revenue; group by stage.
Save, add to a dashboard, then ask Luna "what's our open pipeline by stage?" to confirm.

Example use cases

Pipeline & forecast. Open value and weighted forecast (amount × probability) by stage and owner.
Lead-to-deal funnel. Conversion from leads through deals by source.
Segment performance. Win rates and deal sizes by industry and account size.
Train Alta on fit. Accounts and won deals teach Alta your best-fit profile.

Keep it in sync

Sync status shows Last sync (Succeeded/Failed) and the Sync frequency.
Click Sync now to refresh immediately; it's disabled while a sync runs.
Use the overflow menu (⋯) to Disable, Enable, or Delete.

Tips and common pitfalls

Get the domain right. The Freshworks domain plus a valid API key is needed — a wrong domain is the usual failure.
Sync only the modules you need to keep syncs fast.
Deleting is permanent. Disable instead to pause.