What's each rep's win rate, month by month?
Won and lost deals sit in separate views in Freshsales, so a win rate means combining them by hand. Querri reads both, and a KPI keeps the monthly rate the same wherever it appears.
KPIs
Freshsales + Querri
Freshsales deal and pipeline analysis in plain English
Querri reads Freshsales contacts and accounts, open, won and lost deals, tasks and appointments. Ask why deals slipped or where follow-ups stalled and see the rows behind every answer.
Querri only reads from Freshsales and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Questions teams ask about their Freshsales data
Which open deals have nothing on the calendar?
Checking every open deal against upcoming appointments takes a rep's afternoon. Every night, a Querri monitor compares the two and flags open deals with no meeting booked.
Nightly insights & monitorsCan sales managers get a deal workbook they can actually use?
A weekly Freshsales export is a flat file that's stale by Tuesday. Querri builds an Excel tool from your synced deals and tasks, with dropdowns and lookups, so picking a rep fills in their pipeline.
Excel toolsWhat comes over
What Querri reads from Freshsales
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
- Contacts
- Accounts
- Open deals
- Won deals
- Lost deals
- Open tasks
- Completed tasks
- Upcoming appointments
- Past appointments
Refreshed on your schedule
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Read only
Querri reads from Freshsales and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Who sees what
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Connect Freshsales to Querri
- 1
Ask the Connector Agent
Say "connect Freshsales" or pick it from the connector catalog.
- 2
Sign in or add your credentials
Paste your Freshsales API key into the secure form along with your Freshsales domain. You'll find the key under your profile's Settings, on the API Settings tab.
- 3
Choose what to bring in
Pick the data you want and how often it refreshes, then approve the first load.
- 4
Ask your first question
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Freshsales and Querri: common questions
How do I connect Freshsales to Querri?
Enter your Freshsales API key and domain, such as yourcompany.myfreshworks.com, in the Connector Agent's secure form. Freshsales shows the key under your profile picture: choose Settings, then the API Settings tab.
What Freshsales data syncs?
Contacts and accounts, deals split into open, won and lost, open and completed tasks, and past and upcoming appointments. Deals carry amount, stage, owner, expected and actual close dates, lead source and loss reason, among other fields.
How often does Freshsales data refresh?
Set a daily, weekly or monthly schedule, or refresh by hand when you want fresh numbers. Deals are re-read from the open, won and lost views every time, so one that moved from open to won lands in the right place.
Can I see Freshsales deals next to support tickets?
Yes. Connect your help desk alongside Freshsales and Querri can match tickets to accounts, so you can ask whether accounts with a heavy support load win fewer new deals. You decide which fields link the two systems.
Does Querri change anything in Freshsales?
No. Querri only reads from Freshsales. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Is my Freshsales data secure in Querri?
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Other CRM connectors
Ask your Freshsales data a question today
Connect Freshsales, add the rest of your systems, and get answers your whole team can check.