Take a Freshsales contact view and append each contact's Freshmarketer subscription status, one sheet that answers "which of my sales contacts are unsubscribed?". Impossible natively, because sales and marketing sit behind two separate APIs.
⚷ both keys are used in-memory for this run · not stored or loggedThis is the contact view you want to enrich.
From Profile → Settings → API Settings.
Freshmarketer uses a separate API token (the fm-token), not your Freshsales key. Find it in Freshmarketer under Settings → API Settings. On a Freshworks Suite account your domain is usually the same myfreshworks.com host.
Contacts flow from Freshsales and Freshmarketer, through this page, to your downloads folder, nowhere else. Not affiliated with Freshworks.
Take a Freshsales contact view and append each contact's Freshmarketer subscription status, the "who in my pipeline is unsubscribed?" sheet neither product can give you, because sales and marketing sit behind two separate APIs.
It runs on your own Freshsales data, in your browser session, against Freshsales's official API. There is no middle layer holding your records and there is no migration to anywhere. You run it, you get the result, you carry on with your day.
It is a CSV, which is the point. Freshsales will happily show you the numbers on a screen you cannot do anything with. This gives you the file, and the file goes wherever you need it.
The column names stay the same run to run, so if you build a Power BI report or a Sheets formula on top of it, re-running next month will not break what you built.
It will not touch anything you did not ask it to. It does not store your API key, it does not keep a copy of your data, and where an action cannot be reversed you get told that before you press the button, not after.
No. The key is held in memory for the length of the run and is gone when the tab closes. It is never written to our database and never appears in a log. You can revoke it in Freshsales the moment you are done and nothing here breaks.
It is a plain CSV, so anything that reads a CSV will read it. Open it in Excel or Google Sheets, pull it into Power BI or Looker Studio, or load it into a warehouse table. The headers are clean and they do not change between runs, so a scheduled refresh will not break on you.
It streams the results as they arrive rather than holding everything in memory, and it respects Freshsales's rate limits instead of hammering the API. Large accounts take longer, but they finish.
That is the whole question, and we do not have a good answer either. It is a gap that has been open for years, it is on the forums, and it never gets shipped. So we shipped it.