rakazo
6.2k
Get started

Freshsales

Personalize engagement, shorten your sales cycle, and grow your business with Freshsales

104 actionsSign in with Freshsales

Connect Freshsales

What your bot can do in Freshsales

Looks up

  • Get AppointmentReturn one Freshsales appointment and its related attendees, users, conferences, and notes.
  • Get Bulk Upsert Job StatusGet bounded, single-request progress and failure details for one Freshsales bulk-upsert job.
  • Get ContactReturn one Freshsales contact by ID, optionally including related resources.
  • Get CPQ DocumentGet one Freshsales CPQ document, optionally including product line items.
  • Get CPQ ProductGet one Freshsales CPQ product, optionally including pricing.
  • Get Custom ModuleReturn one Freshsales custom-module definition by ID, including the entity name required by custom-module record tools.
  • Get Custom Module RecordReturn one record by ID from a named Freshsales custom module.
  • Get DealGet one Freshsales deal by ID, optionally with related resources.
  • Get Sales AccountGet one Freshsales sales account by ID, optionally with related resources.
  • Get Sales ActivityGet one Freshsales sales activity by ID.
Show 26 more
  • Get TaskGet one Freshsales task by ID, optionally with collaborators and its CRM target.
  • List AppointmentsReturn one page selected by Freshsales's required appointment filter.
  • List Configuration OptionsList one Freshsales configuration option family for IDs needed by CRM operations.
  • List Contact ActivitiesReturn activity history for one Freshsales contact.
  • List Contact Document AssociationsList the file and web-link associations attached to one Freshsales contact, including referenced links, users, and provider totals.
  • List Contact FieldsList Freshsales contact field definitions, internal names, types, choices, and tenant form metadata for use in contact create and update…
  • List Contact ViewsList saved Freshsales contact views and their IDs for use with contact listing tools.
  • List Contacts by ViewReturn one explicitly numbered page from a saved Freshsales contact view, including shaped page totals and the next page number when…
  • List CPQ Document Related ProductsList the typed product records associated with one Freshsales CPQ document.
  • List Custom Module RecordsReturn one saved-view page of records from a named Freshsales custom module and a page cursor when more records are available.
  • List Custom Module ViewsList saved views for a Freshsales custom module and return the view IDs needed to list its records.
  • List Deal FieldsList standard and tenant-defined Freshsales deal field definitions.
  • List Deal ViewsList saved Freshsales deal views and their IDs.
  • List Deals by ViewReturn one numbered page from a saved Freshsales deal view.
  • List Entity FormsList Freshsales forms for a standard or custom entity so callers can obtain an explicit form ID before creating a custom field.
  • List Marketing List ContactsReturn one documented page of contacts in a Freshsales marketing list.
  • List Marketing ListsReturn one documented page of Freshsales marketing lists.
  • List Sales Account FieldsList standard and tenant-defined Freshsales sales-account field definitions.
  • List Sales Account ViewsList saved Freshsales sales-account views and their IDs.
  • List Sales Accounts by ViewReturn one numbered page from a saved Freshsales sales-account view.
  • List Sales ActivitiesReturn one bounded Freshsales sales-activity page (25 records by default, 100 maximum) and an explicit next page number.
  • List Sales Activity FieldsList standard and tenant-defined Freshsales sales-activity field definitions.
  • List TasksReturn one Freshsales task page for exactly one documented status/due-date filter.
  • Lookup Records by Exact FieldLook up exact matches across one or more Freshsales lead, contact, sales-account, or deal types using one compatible standard or custom…
  • Search Contacts by Exact FiltersFind exact-match Freshsales contacts with explicit field/operator/value rules.
  • Search RecordsFuzzy-search Freshsales users, standard CRM records, and custom-module records in one bounded request.

Takes action

  • Add Marketing List ContactsAdd contacts to a Freshsales marketing list.
  • Bulk Assign Contact OwnerReplace the owner of up to 100 Freshsales contacts using explicit contact and owner IDs.
  • Bulk Assign CPQ Record OwnersQueue one owner assignment for selected CPQ products or documents.
  • Bulk Delete CPQ RecordsQueue soft deletion of selected CPQ products or documents so they remain restorable.
  • Bulk Restore CPQ RecordsQueue restoration of selected soft-deleted CPQ products or documents using the PUT methods in Freshsales' official cURL examples.
  • Bulk Update CPQ RecordsQueue one shared-field update for selected CPQ products or documents.
  • Clone ContactCreate a new Freshsales contact by cloning an existing contact and applying field overrides.
  • Clone Custom Module RecordCreate a new Freshsales custom-module record by cloning an existing record and applying field overrides.
  • Clone DealClone a Freshsales deal, optionally overriding fields on the new deal.
  • Clone Sales AccountClone a Freshsales sales account, optionally overriding fields on the new account.
Show 58 more
  • Create AppointmentCreate a Freshsales appointment, optionally linked to a CRM record or attendees, and return its ID and related records.
  • Create ContactCreate a Freshsales contact identified by email addresses, mobile number, Twitter username, or external ID and return its ID and contact…
  • Create CPQ DocumentCreate a Freshsales quote or other CPQ document and return its confirmed ID.
  • Create CPQ ProductCreate a Freshsales CPQ product and return the provider-confirmed product ID.
  • Create Custom FieldCreate a persistent custom field on one explicit Freshsales entity form.
  • Create Custom ModuleCreate a tenant-wide Freshsales custom-module definition and return its ID and internal entity name.
  • Create Custom Module RecordCreate one record in a named Freshsales custom module and return its record ID and fields.
  • Create DealCreate a Freshsales deal associated with exactly one existing or new sales account.
  • Create Document LinkAttach a web document URL to one explicit Freshsales CRM record.
  • Create Marketing ListCreate an empty Freshsales marketing list.
  • Create NoteCreate a Freshsales note on one lead, contact, sales account, or deal.
  • Create Sales AccountCreate a Freshsales sales account with standard, parent-account, or tenant-defined fields.
  • Create Sales ActivityCreate a Freshsales sales activity with all provider-mandatory time, owner, type, and CRM-target fields.
  • Create TaskCreate a Freshsales task with every provider-mandatory assignment, due-date, and CRM-target field.
  • Delete AppointmentDelete one Freshsales appointment by ID.
  • Delete ContactsDelete one or more Freshsales contacts through ordinary deletion rather than permanent forget.
  • Delete CPQ DocumentSoft-delete one Freshsales CPQ document so it can be restored.
  • Delete CPQ ProductSoft-delete one Freshsales CPQ product so it can be restored.
  • Delete Custom ModuleDelete a Freshsales custom-module definition and change the tenant's CRM schema.
  • Delete Custom Module RecordsDelete one or more records from a named Freshsales custom module through ordinary deletion.
  • Delete DealsOrdinarily delete one deal or bulk-delete multiple deals.
  • Delete Sales AccountsOrdinarily delete one account or bulk-delete multiple accounts.
  • Delete Sales ActivityDelete one Freshsales sales activity after confirming the provider success code.
  • Delete TaskDelete one Freshsales task and return provider-confirmed deletion fields.
  • Log Phone Call for Existing RecordCreate an irreversible manual call log for one existing Freshsales lead, contact, or sales account and optionally create a note.
  • Log Phone Call for New RecordCreate a new Freshsales contact and an irreversible manual call log associated with it, optionally with a note.
  • Move Marketing List ContactsMove selected contacts or every contact from one Freshsales marketing list to a different destination list.
  • Permanently Delete NotePermanently delete one Freshsales note.
  • Permanently Forget ContactPermanently and irreversibly erase one Freshsales contact and associated data.
  • Permanently Forget CPQ DocumentPermanently and irreversibly delete one CPQ document and all associated data.
  • Permanently Forget Custom Module RecordPermanently and irreversibly erase one Freshsales custom-module record and associated data.
  • Permanently Forget DealIRREVERSIBLE.
  • Permanently Forget Sales AccountIRREVERSIBLE.
  • Remove Marketing List ContactsRemove selected contacts or every contact from one Freshsales marketing list.
  • Restore CPQ DocumentRestore one soft-deleted Freshsales CPQ document.
  • Restore CPQ ProductRestore one soft-deleted Freshsales CPQ product.
  • Start Bulk Contact UpsertStart an asynchronous upsert of up to 100 Freshsales contacts.
  • Start Bulk Deal UpsertStart an asynchronous upsert of up to 100 deals.
  • Start Bulk Sales Account UpsertStart an asynchronous upsert of up to 100 sales accounts.
  • Update AppointmentUpdate selected fields or attendees on an existing Freshsales appointment and return the updated appointment and related records.
  • Update ContactUpdate selected fields on an existing Freshsales contact and return the updated contact.
  • Update Contact Team MembershipsAdd, update, or remove Freshsales contact-team memberships using explicit contact, user, and designation IDs.
  • Update CPQ DocumentUpdate document fields or replace its complete product list through the one official PUT contract.
  • Update CPQ ProductUpdate product fields or add, overwrite, and delete product prices through the one official PUT contract.
  • Update Custom ModuleUpdate selected display, icon, navigation, or description settings on an existing Freshsales custom-module definition.
  • Update Custom Module RecordUpdate selected fields on one record in a named Freshsales custom module and return the updated record.
  • Update DealUpdate a Freshsales deal, its contact associations, or replace all deal products.
  • Update Deal Team MembershipsAdd, update, or remove team memberships for one Freshsales deal.
  • Update Marketing ListRename an existing Freshsales marketing list.
  • Update NoteReplace the text and target association of an existing Freshsales note.
  • Update or Mark Task DoneUpdate a Freshsales task through the single documented PUT path.
  • Update Sales AccountUpdate standard or tenant-defined fields on a Freshsales sales account.
  • Update Sales Account Team MembershipsAdd, update, or remove team memberships for one Freshsales sales account.
  • Update Sales ActivityUpdate selected fields on one existing Freshsales sales activity.
  • Upload and Attach DocumentUpload a required file as multipart/form-data and attach it to one explicit Freshsales CRM record.
  • Upsert ContactCreate or update one Freshsales contact matched by a unique identifier and return the resulting contact.
  • Upsert DealCreate or update a deal by one unique standard or tenant-defined field.
  • Upsert Sales AccountCreate or update a sales account by one unique standard or tenant-defined field.

More sales & crm apps