Connecting Your CSV Excel & Freshworks CRM Data

Whether you’re integrating CSV Excel with Freshworks CRM or moving data from one of these solutions to the other, getting your information where it needs to be is crucial. Use StarfishETL’s robust iPaaS to connect your data with speed and flexibility.

Secure Connections Between CSV Excel to Freshworks CRM

The iPaaS powering your CSV Excel and Freshworks CRM connection not only provides unrivaled scalability, but also offers strict security protocols to keep data safe as it moves across applications. StarfishETL applies two-fold data security between Amazon Web and our internal servers to maintain the highest levels of protected infrastructure. Strict data encryption practices and progressive security principles keep sensitive information secure at all times as it passes between CSV Excel and Freshworks CRM.

CSV Excel and Freshworks CRM Integration

Integrate CSV Excel and Freshworks CRM to boost your analytical power, align your teams, and create more omnichannel experiences across your business. StarfishETL makes the process seamless with a library of pre-configured maps at your fingertips and easy ways to customize your project. Check out the visual below to learn how a typical integration flows. Then, contact our team to request a quote on your CSV Excel and Freshworks CRM project.

Set up access to each system

Define processes & stages

Modify integration & add custom fields

Test integration

Run initial data migration load

Ensure keys are matching between systems

Start integration

About These Solutions

Microsoft's Excel solution is probably one of the most well-known digital spreadsheet applications on the market today. Excel allows users to create graphs and pivot tables that utilize preferred calculations or computations. It is accessible across Windows, macOS, Android, and iOS devices.

Freshworks CRM is a digital-first CRM solution that offers a centralized platform for sales, marketing, service, and support. Its simple and intuitive design allows for a great deal of convenience when using any of its great variety of features, including support for AI-integrated lead generation and support, email campaign designers, accurate revenue forecasting, and much more.

Top Rated by Users

One of StarfishETL's strengths is its interface. It is very intuitive, so any database connoisseur can handle it. This point is important in my organization because investing so many resources in training is unnecessary when a new employee arrives.

Charles C.

It's cost-effective and flexible. It runs on prem, in cloud, or virtual private cloud, and works w/ on prem and cloud data sources. And they are super responsive.

Brad D.

The number of connectors were off the charts. Building the maps between the two different databases (one being a Client Server app, and the other being 'in the cloud' was easier than i thought it would be. Very powerful code based options.

Joe I., NEC Display Solutions

The customer support that we received from the Starfish support team was phenomenal. They are dedicated and do everything they can to make sure your migration is successful. Our migration to Salesforce involved moving over 3 million records - and the Starfish team was there whenever we needed them.

Mohit M., Dinan & Co, LLC

We have an extremely customized database that works great for our business but maintaining the data has been challenging. Starfish has significantly improved our staff's productivity by allowing us to import several layers of records that are extremely time consuming to create manually.

Katie T., National Bureau of Property Administration

Our consultant, Opfocus found Starfish ETL for us and we wish we found them 4 weeks earlier. They handled out GM migration to SFDC within 3 days and without any problems.

Crystal H., Vector Software

Starfish is great for keeping track of the status of individuals and alerting colleagues of concerns as well as the individuals about their performance

Amy D., US Army

I used StarfishETL for converting from a on-premises CRM to a cloud based CRM. This tool is powerful and fast. I cannot image ever using any other tool for migrating or integrating data.

Luke R., Resolv Inc.