SleekView for Freshsales Pro Connector: WP form leads & contact cache as tables
Freshsales Pro Connector pushes form submissions and visitor events to Freshsales via API and keeps a local cache for gated content. SleekView reads that cache and exposes lead, contact, and deal data as filterable views inside WP Admin.
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A real UI for the Freshsales WP cache
The Freshsales Pro Connector is API-first: form submissions and visitor sessions are pushed to Freshsales via REST, and a local cache is maintained so the WordPress site can resolve segments and gated content without round trips. That cache typically lives in freshsales_cache with a serialized payload column, with connector settings in wp_options. The default admin shows status, mapping screens, and a recent-events log.
SleekView reads freshsales_cache directly. The agent samples the payload column and pivots the actual keys (email, full name, company, lead stage, deal stage, amount, owner) into typed columns. Filters combine source form with stage and owner in a single view, which the connector's log cannot do.
Edits are read-only by default since Freshsales is canonical. With write-through enabled, inline edits route through freshsales_pro_push so changes flow to Freshsales via REST and the cache refreshes on the next sync tick.
Workflow
Turn the Freshsales cache into a working screen
Pick the cache
freshsales_cache as the source. Filter by record type (contact, deal, activity) and let the agent sample the payload column.
Map typed columns
Save scoped views
Edit with write-back
Sample columns
A typical Freshsales Pro contacts view
freshsales_cache filtered to contact rows and pivots the payload into Stage, Company, and Owner columns.
freshsales_cache + wp_options + wp_postmeta (form mappings)
| Contact | Company | Lead stage | Source form | Owner | |
|---|---|---|---|---|---|
| Alex Reiter | alex@studio.co | Studio Co | Qualified | Demo request | Dennis |
| Ria Patel | ria@design.io | Design Lab | New | Newsletter | Sara |
| Tom Bailey | tom@hello.dev | Hello Dev | Working | Pricing page | Dennis |
| Mia Brewer | mia@brew.coop | Brew Coop | Unqualified | Cold list | Sara |
Comparison
Default Freshsales Pro Connector admin vs SleekView
Default Freshsales Pro Connector admin
- Connector admin is status and event-log screens, no record list
-
Cached payload in
freshsales_cacheis opaque, never pivoted into columns - No combined filter for form plus stage plus owner
- Stage or owner updates require switching to the Freshsales web app
-
Form-to-field mappings in
wp_postmetaaren't visible alongside leads
SleekView
-
Read
freshsales_cacheand pivot the payload into typed columns - Filter by form, stage, owner, amount, and last-sync window together
-
Inline-edit and push back through
freshsales_pro_push - Save per-role views for marketing, sales, and admins
-
Join
wp_postmetaform mappings so each row shows its capture context
Features
What SleekView gives you for Freshsales Pro Connector
Leads with company context
Surface company, lead stage, and owner alongside email and source form. Replaces opening Freshsales for routine triage.
Write-back to Freshsales
Inline edits route through freshsales_pro_push so stage and owner changes reach Freshsales via REST. The cache row refreshes on the next sync tick.
Multi-condition filters
Combine form, stage, owner, and last-sync filters in one view. The connector's bundled log offers no such combinations.
Audience
Who uses SleekView for Freshsales Pro Connector
Marketing operations
A leads view filtered by source form and UTM campaign with stage inline. Saved daily views show which campaigns produced qualified pipeline.
Inside sales reps
A working-stage view filtered by owner with company and last-touch columns. Inline edits push back to Freshsales without leaving WP Admin.
Admins watching drift
A view sorted by last-sync timestamp surfaces stale rows quickly. Combined with the wp_options sync log it shortens incident response.
The bigger picture
Why API-first connectors still need a WP-side UI
Connectors like Freshsales Pro are honest about where the source of truth lives: in Freshsales, not in WordPress. That is the right call for any hosted CRM. The unintended consequence is that the cached data the plugin keeps locally for gated content and visitor scoring never gets a UI, even though it is the same data the marketing and sales teams would happily use for daily triage.
The team ends up swivelling between WP Admin and the Freshsales web app for routine work. SleekView closes that gap by reading freshsales_cache directly, pivoting the payload into typed columns, and combining filters that the connector's log cannot. With write-through enabled, edits route through the plugin's own REST client so Freshsales stays canonical and the audit trail stays intact.
The cache stops being a passive store and starts being a working layer for the teams that need it most.
Questions
Common questions about SleekView for Freshsales Pro Connector
No. SleekView reads the local cache the Freshsales Pro Connector already maintains. API connectivity stays the connector's responsibility, so there is no extra auth and no extra rate-limit pressure.
 
Yes, with write-through enabled. Inline edits call freshsales_pro_push which uses the connector's existing REST client. The cache row refreshes on the next sync tick so SleekView reflects the canonical Freshsales value.
Custom fields ride along in the cached payload. The agent samples recent rows, reports the field keys present, and you map the ones you want into typed columns once. Mapping is reused for every view.
 
Yes. Both record types are cached in freshsales_cache with a discriminator column. Build separate views over each slice, or a joined view by email to show contacts with their open deals.
Freshworks CRM is the successor product to Freshsales and shares the same API surface for cached records. As long as the connector is the one that writes the cache, the same column mapping works.
 
Cursor pagination over freshsales_cache with an index on the last-sync column keeps views fast past hundreds of thousands of rows. Saved views narrow the working set so raw scans never happen.
If the connector's visitor-events option is enabled, those rows are cached and can be joined per-contact as an activity view with event name, page, and timestamp columns.
 Any SleekView can be exported as CSV or JSON scoped by email so subject-access requests have a one-click answer. Deletion still flows through Freshsales since it is the system of record.
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