Integration · CRM
AI agents for Freshsales
Create and update contacts, search contacts, accounts and deals, open deals, and add notes in a Freshsales (Freshworks CRM) account.
- Actions
- 5
- Read
- 1
- Write
- 4
Actions
What your agents can do in Freshsales
5 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 1
Look things up. Nothing changes.
Search contacts, accounts and deals
Finds contacts, accounts (sales_account) and deals whose name or email matches a word or phrase.
Write 4
Create, change or send.
Create a contact
Adds a contact with a name and at least one of an email address or a mobile number, plus optional job title, work phone, city, country, owner, lifecycle stage.
Update a contact
Changes a contact's name, phone numbers, job title, address, owner, lifecycle stage or custom field values, by the contact's ID.
Create a deal
Opens a deal with a name and amount, optionally tied to an account and to contacts, in a stage and pipeline, with an expected close date, owner and custom field values.
Add a note
Adds a note to a contact, an account or a deal, by its ID.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Freshsales account.
What you enter
- API key
Settings
- Freshworks domain
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Freshsales data
Ask a question in plain words. The agent can search contacts, accounts and deals in Freshsales, then answers with what it found.
- 02
Let an agent update Freshsales
Have the agent create a contact or update a contact in Freshsales as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Freshsales and Slack: it can search contacts, accounts and deals in Freshsales and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
FAQ
Freshsales and MyDeepAgents
Can MyDeepAgents connect to Freshsales?
Yes. The Freshsales connector has 5 actions: 1 reads and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Freshsales?
Paste an API key from your Freshsales account. You'll need: API key. The connection also asks for: Freshworks domain. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Freshsales without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs.
Can I use Freshsales in workflows as well as agents?
Yes. Every Freshsales action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Freshsales to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.