Freshsales
Filament

Ask questions about your Freshsales data

Connect Freshsales to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Freshsales tracks your pipeline and sales activities, but understanding which marketing channels drive your best deals or how lead response time affects close rates requires connecting to your ad platforms and analytics tools. Filament links your Freshsales data to your marketing stack and answers questions about attribution, conversion patterns, and sales efficiency in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Freshsales KPIs with Filament Analytics

Connect your Freshsales account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Freshsales metrics you can track in Filament:

ACCOUNT
Track company records with name, industry, annual_revenue, number_of_employees, website, and custom field values for territory and segment analysis.
records:
nameindustryannual_revenuenumber_of_employeeswebsitecustom_fields
CONTACT
Analyze individual contacts with email, mobile_number, job_title, lead_score, lifecycle_stage, and engagement history for response pattern analysis.
records:
emailjob_titlelead_scorelifecycle_stagecreated_atupdated_at
DEAL
Track opportunities with amount, deal_stage, expected_close_date, probability, deal_pipeline, and won_time for conversion analysis and velocity metrics.
records:
amountdeal_stageexpected_close_dateprobabilitywon_timedeal_pipeline
LEAD
Monitor prospect records with lead_source, lead_source_id, medium, campaign_name, and qualification_status for attribution and conversion tracking.
records:
lead_sourcemediumcampaign_namequalification_statuscreated_at
SALES_ACTIVITY
Examine sales actions including activity_type, start_date, end_date, owner_id, targetable_type, and outcome for productivity and effectiveness analysis.
records:
activity_typestart_dateend_dateowner_idoutcometargetable_type
NOTE
Review attached notes with description, targetable_type, targetable_id, and created_at for context on account interactions and deal progression.
records:
descriptiontargetable_typetargetable_idcreated_at
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Combine Freshsales with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Freshsales lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Freshsales data gets even more powerful when combined with other tools:

Freshsales
Google Ads

Freshsales + Google Ads

Connect Freshsales deal data with Google Ads campaign performance to see which keywords and ad groups generate the highest value opportunities and fastest close rates.

Freshsales
HubSpot

Freshsales + HubSpot

Connect Freshsales pipeline stages with HubSpot email campaigns and landing pages to track how marketing content influences deal progression and conversion velocity.

Freshsales
Intercom

Freshsales + Intercom

Connect Freshsales contact engagement with Intercom conversation data to see how sales outreach timing and support interactions affect deal outcomes.

Benefits of Filament's Freshsales Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Freshsales account

Connect your Freshsales account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Freshsales data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Freshsales dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Freshsales integration FAQ

Everything you need to know about connecting Freshsales with Filament and getting the most out of your data.