Freshsuccess
Filament

Ask questions about your Freshsuccess data

Connect Freshsuccess 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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Freshsuccess tracks customer health scores and success metrics, but understanding how product usage drives retention or which marketing channels bring customers with the lowest churn requires connecting to your analytics and CRM platforms. Filament links your Freshsuccess account data to tools like Mixpanel, HubSpot, and Zendesk, so you can explore customer success patterns and renewal risk across your entire business without manual exports.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Freshsuccess KPIs with Filament Analytics

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

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Key Freshsuccess metrics you can track in Filament:

Accounts
Track customer account details with health_score, lifecycle_stage, mrr, renewal_date, account_owner, and custom_fields for business intelligence across your customer base.
records:
account_idhealth_scorelifecycle_stagemrrrenewal_dateaccount_owner
Account Hierarchies
Analyze parent-child account relationships with parent_account_id, account_tier, and hierarchy_level to understand enterprise customer structures and rollup metrics.
records:
account_idparent_account_idaccount_tierhierarchy_level
Health Score Metrics
Monitor customer health trends with health_score_history, score_change, contributing_factors, and last_updated to build a kpi dashboard tracking risk indicators.
records:
account_idhealth_scorescore_changecontributing_factorscalculated_at
Users and Contacts
Track user profiles with contact_name, email, role, last_login, engagement_score, and account_id for business analytics on user adoption patterns.
records:
user_idaccount_idemailrolelast_loginengagement_score
Tasks and Activities
Analyze success team workload with task_title, assigned_to, due_date, completion_status, task_type, and account_id to measure team productivity and customer touchpoints.
records:
task_idaccount_idassigned_todue_datecompletion_statustask_type
Success Plans
Track milestone progress with plan_name, milestone_title, completion_percentage, target_date, and status to monitor customer onboarding and goal achievement.
records:
plan_idaccount_idmilestone_titlecompletion_percentagetarget_datestatus
Activity Logs
Monitor customer engagement with activity_type, timestamp, user_id, account_id, and activity_details for reporting dashboard insights on interaction patterns.
records:
activity_idaccount_iduser_idactivity_typetimestamp
Account KPIs
Measure account performance with kpi_name, current_value, target_value, period, and trend_direction to track custom success metrics and business goals.
records:
account_idkpi_namecurrent_valuetarget_valueperiodtrend_direction
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Combine Freshsuccess with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Freshsuccess 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
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
trello
zendesk-support

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

Freshsuccess
Mixpanel

Freshsuccess + Mixpanel

Connect Freshsuccess health scores with Mixpanel product usage events to see which features correlate with high customer health and lower churn risk.

Freshsuccess
HubSpot

Freshsuccess + HubSpot

Connect Freshsuccess account lifecycle stages with HubSpot deal data to track how sales pipeline quality affects customer success outcomes and renewal rates.

Freshsuccess
Zendesk Support

Freshsuccess + Zendesk Support

Connect Freshsuccess health scores with Zendesk ticket volume and resolution times to understand how support quality impacts customer retention and expansion opportunities.

Benefits of Filament's Freshsuccess 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 Freshsuccess account

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

Step 2: Ask questions about your Freshsuccess data

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

Step 3: Build Freshsuccess 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

Freshsuccess integration FAQ

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