FreshSales CRM Sync

1. Business Summary

Imports FreshSales CRM data (owners, accounts, deals/opportunities, contacts, leads, campaigns, activities) via REST APIs into local mirror tables — full replace.

2. Business Value

Provides centralized CRM datapoint for reporting.

3. Users / Stakeholders

Sales ops, executives.

4. Workflows

• getFreshSalesData() truncates target tables, then runs:
• getOwners() → selector/owners.
• getAccounts(), getTerritories(), getCampaigns().
• Per owner: getOpportunities(), getActivities().
• getContacts(), FreshSalesLead().
• Custom fields flattened into local rows.
• Datetime normalization for various fields.

5. Sub-Features

• Pagination per entity.
• Custom field mapping (e.g., cf_brand_1_last_sale_date).
• Data normalization.

6. Business Rules

• Full replace (TRUNCATE) is destructive.
• Token in code: JzGsLSRqLVTg2akBpPrujA.

7. Data Entities

FreshSales* models (Account, Activity, BusinessType, Campaign, Contact, ContactStatus, Currency, DealPaymentStatus, Deal, DealPipeline, DealProduct, DealReason, DealStage, DealType, Email, IndustryType, Lead, LeadReason, LeadSource, LeadStage, Owner, PhoneNumber, SalesActivityEntityType, SalesActivityType, SalesSalesActivityOutcome, Territory, User).

8. Entry Points

• fresh_sales/* actions / 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 (sync replace).

13. Permissions

• Internal cron.

14. Reports & KPIs

• Sync run status.

15. Risks & Observations

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

16. Source Code Evidence

• app/Controller/FreshSalesController.php (~614 LOC).
• app/Model/FreshSales*.php.