The Freshsuccess is Customer Success Management software that helps CSMs monitor customer health, proactively address risks, and streamline customer workflows and reporting. Freshsuccess combines a powerful customer data platform with an intuitive user interface that’s easy to use.
Kloudio offers users an easy way to leverage Kloudio's reporting with a Freshsuccess integration that compiles users accounts, subscriptions, etc.
The following article will help you get started:
- Create a Freshsuccess connection on Kloudio
- Setup your connection settings
- Start creating reports
STEP 1: Create a Freshsuccess connection
Go to Kloudio Connections and Click the button to create a New Connection.
You will see the below screen. Click the Setup button under the Freshsuccess icon.
Fill the below form and proceed to Step 2.
STEP 2: Setup Freshsuccess sync settings
Now it's time to setup your Freshsuccess data sync settings.
This will enable you to sync your Freshsuccess data to a database of your choice.
Kloudio will do this on your behalf by invoking Freshsuccess APIs as per your configured sync frequency.
The following are the steps to save and sync your Freshsuccess data in Kloudio:
a) Connection name
b) Choose an existing database connection: This is where Kloudio will sync your Freshsuccess data. Once it's synced, it will be available for creating Kloudio reports in builder or SQL mode.
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloudio's data warehouse in case you don't have any data warehouse to sync your data to.
e) Select the table you want to sync under "Tables".
f) Select the Sync Options(Frequency and Interval) under 'Sync Schedule' .
g) Enter the email for the notifications under 'Notifications'.
h) Click Save & Sync.
By now the sync should start running. You will get a confirmation once it's completed running.
STEP 3: Create Kloudio reports from your Freshsuccess connection
Once the FreshSuccess connection is created and synced as per steps 1 and 2 above, you can create reports from subscriptions, accounts, etc.
Please ensure you select the connection and schema as used in the Freshsuccess connection settings from Step 2.
Feel free to chat with us or drop an email in case you have any questions related to this integration.