DatriseAI-first ETL

Freshsales Qlik

AI-first ETL from Freshsales into Qlik. Governed entities, incremental sync, typed landing tables.

How Datrise loads Freshsales into Qlik

Datrise syncs Freshsales's leads, contacts, deals, calls, and email activity telemetry into Qlik as tables loaded into Qlik's associative engine (often via QVD). Flexible or custom fields land in flattened columns for the data model, and timestamps such as created, updated, and status changes are typed as date/time fields.

Sync is incremental: Datrise uses incremental QVD loads merged on stable id, so re-runs update only what changed. QVD files per entity and load date. Qlik's associative model joins on identically named fields, so Datrise standardizes key names so associations link correctly.

Ideal for associative, in-memory exploration in Qlik Sense.

Endpoints

Freshsales: CRM by Freshworks with built-in phone and email.

Qlik: Associative analytics with Qlik Sense apps and governed data models.

How Freshsales entities map to Qlik

Freshsales entityQlik objectNotes
leadsfreshsales_leadsid PK · custom fields → flattened columns for the data model
contactsfreshsales_contactsid PK · linked to freshsales_leads
dealsfreshsales_dealsid PK · linked to freshsales_leads
callsfreshsales_callsid PK · linked to freshsales_leads

FAQ

How does Datrise handle Freshsales's custom fields in Qlik?

Flexible values are stored as flattened columns for the data model, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Qlik types.

How does the Freshsales to Qlik sync stay up to date?

It runs incrementally — Datrise uses incremental QVD loads merged on stable id.

Related pipelines

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