FreshSales CRM Sync — business view

1. Business Summary

Imports the marketing CRM (owners, accounts, deals, contacts, leads, campaigns, activities) into local mirror tables — full replace.

2. Business Value

Provides a unified data point for sales/marketing reporting alongside the operational CRM.

3. Users / Stakeholders

Sales operations, executives.

4. Workflows

• Truncate target tables.
• Pull owners, accounts, territories, campaigns.
• Per owner: opportunities, activities.
• Pull contacts and leads.
• Custom fields flattened; datetimes normalised.

5. Sub-Features

• Pagination per entity.
• Custom-field mapping.

6. Business Rules

• Full replace (destructive).
• API token in code.

7. Data Entities

FreshSales mirror tables (owners, accounts, deals, contacts, leads, campaigns, activities, plus several reference tables).

8. Entry Points

• FreshSales sync action / cron.

9. Inputs & Outputs

• Inputs: FreshSales API.
• Outputs: local mirror tables.

10. Integrations

• FreshSales REST API.

11. Calculations / Logic

• None financial.

12. Status Lifecycle

• N/A.

13. Permissions

• Internal cron.

14. Reports & KPIs

• Sync run status.

15. Risks & Observations

• Hard-coded API token.
• Destructive sync without backup/diff.
• No incremental sync.

16. Source Code Evidence

• app/Controller/FreshSalesController.php.