Freshsales
Create and look up Freshsales contacts, add notes, and move deals through the pipeline from a live call.
The Freshsales connector lets your voice agents create contacts, look up returning callers, leave notes, and progress deals — directly from a conversation, using your organization's own Freshsales (Freshworks CRM) account.
Connect it
Freshsales uses an API key, not OAuth.
- Go to /connectors and click Connect on Freshsales.
- Enter your Freshsales Domain (e.g.
yourcompany.myfreshworks.com) and your API Key (Freshsales > Settings > API Settings). - Click Connect.
Freshsales' own phone-number lookup is documented by Freshworks as unreliable, so this connector deliberately only offers email-based lookup (find_contact_by_email) rather than a phone lookup likely to silently misfire mid-call.
Actions
| Action | Description | Parameters |
|---|---|---|
create_contact | Create a Freshsales contact/lead. | first_name, last_name, email, phone, company_name — email or phone required |
find_contact_by_email | Look up an existing contact by email address. | email (required) |
add_note | Add a note to an existing contact. | contact_id (required), note (required) |
update_deal_stage | Move a deal to a different pipeline stage. | deal_id (required), deal_stage_id (required) |
Attach these to a workflow node like any other tool — see Tools for how tool attachment and invocation work.
Example
A sales agent asks a caller for their email, calls find_contact_by_email to pull up their existing record, then add_note to log what the caller asked for before the call ends.