Freshsales

Freshsales is a modern, intuitive CRM platform designed to help sales teams manage customer relationships, track deals, and close sales faster. Built by Freshworks, it provides a comprehensive suite of tools for contact management, pipeline tracking, and sales automation.

This integration enables AI agents to access and manage contacts, deals, tasks, and activities in Freshsales, enabling automated lead scoring, deal progression updates, task assignment, and customer data enrichment workflows.

Capabilities

• Manage contacts and customer information
• Access and update deals across pipeline stages
• Create, read, and manage sales tasks and activities
• Query leads, accounts, and appointments
• Retrieve sales pipeline and deal metrics
• Associate contacts with deals and accounts

Resources

• Freshsales API Documentation
• Freshworks CRM API Reference