How to Extract Emails from Freshworks CRM Deals

Export and import options vary by plan, permissions and product version. Check the platform’s current help documentation if a menu or format differs. Use only contact data you are authorized to process; an extracted address is not proof of marketing consent.

Why Extract from Freshworks CRM Deals?

Freshworks CRM (formerly Freshsales) is a sales CRM with deal pipeline management. Deals represent sales opportunities and are linked to contacts and accounts. Each deal tracks the associated contacts, deal value, expected close date, pipeline stage and activity history.

Extracting email addresses from deal data is useful for building lists of contacts at specific pipeline stages, analyzing won or lost deals, creating follow-up campaigns for stalled deals or sharing deal contact lists with teams.

While the general Freshworks CRM export is covered in Extract Emails from Freshworks CRM Export, this article focuses on deal-specific data.

How to Export from Freshworks CRM

Exporting deals with contacts

1. Log in to Freshworks CRM.
2. Go to Deals.
3. Use filters to narrow by pipeline stage (e.g. "Qualified," "Proposal Sent," "Won," "Lost"), deal owner, expected close date or deal value.
4. Select the filtered deals.
5. Click Export and choose CSV format.
6. Include contact fields (email, name, company) in the export.

Using views

1. Go to Deals then Views.
2. Create a custom view with criteria like stage, owner, date range or deal value.
3. Save the view.
4. Export the view results as CSV.

Exporting contacts linked to deals

1. Go to Contacts.
2. Filter by "Has deal" or by deal-related criteria.
3. Export the filtered contacts as CSV.

Using the Freshworks CRM API

1. Use the /api/deals endpoint with filters for stage, owner or date.
2. Each deal response includes associated contact details.
3. Save results as JSON.

How to Extract the Email Addresses

1. Go to bulkemailextractor.com.
2. Select "Text and files."
3. Upload the CSV or JSON file from Freshworks CRM. Up to 25 MB per file, 100 MB per batch.
4. Click "Extract emails."
5. Review the results. Duplicates are removed automatically.
6. Download as TXT for a plain list, CSV for a single-column spreadsheet, or CSV with sources.

Working with the Results

Follow up on stalled deals

Extract email addresses from deals stuck at a specific pipeline stage. Import into an email marketing platform for re-engagement campaigns.

Won deal nurturing

Extract contacts from won deals. Import into a marketing platform for onboarding, upselling or review request campaigns.

Lost deal recovery

Extract contacts from lost deals. Use the list for future outreach when new features or pricing changes might address their original objections.

Share with teams

Export deal contacts for sales managers, marketing teams or account managers who need access to specific pipeline segments.

Verify addresses

Contacts in older or lost deals may have outdated email addresses. See Best email verification services.

Things to Know

Contact data is not preserved

Email Extractor outputs email addresses only. Names, companies, deal values, pipeline stages and other Freshworks CRM fields are not carried over.

Multiple contacts per deal

A deal may have multiple associated contacts. All email addresses are extracted.

Deals vs. contacts

Deal exports focus on the sales opportunity. Contact exports focus on the person. Both can contain email addresses. Choose based on whether you need pipeline-stage context.

Freshworks CRM general export

For the general Freshworks CRM extraction guide, see Extract Emails from Freshworks CRM Export.

Related Guides

• Extract Emails from Freshworks CRM Export
• How to Import Extracted Emails into Freshworks CRM
• Best CRMs for Managing Email Lists
• Best Email Verification Services