Freshsales for your voice agent

Freshsales is a CRM platform for managing contacts, accounts, deals, and sales activities. It helps sales teams personalize engagement and shorten the sales cycle.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Growth and Scale, from A$199 a month. CRM connectors start on Growth.
How it connects
With an API key. You create a key in Freshsales and paste it on a secure page in Connected apps.
What it reads
36 actions, such as get Appointment, get Contact and get CPQ Document.
What it changes
68 actions, such as add Marketing List Contacts, bulk Assign Contact Owner and bulk Assign CPQ Record Owners.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 104. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Freshsales actions

Reads 36

  • Get Appointment
  • Get Contact
  • Get CPQ Document
  • Get Custom Module
  • Get Custom Module Record
  • Get Deal
  • Get Bulk Upsert Job Status
  • Get CPQ Product
  • Get Sales Account
  • Get Sales Activity
  • Get Task
  • List Appointments
  • List Configuration Options
  • List Contact Activities
  • List Contact Document Associations
  • List Contact Fields
  • List Contacts by View
  • List Contact Views
  • List CPQ Document Related Products
  • List Custom Module Records
  • List Custom Module Views
  • List Deal Fields
  • List Deals by View
  • List Deal Views
12 more
  • List Entity Forms
  • List Marketing List Contacts
  • List Marketing Lists
  • List Sales Account Fields
  • List Sales Accounts by View
  • List Sales Account Views
  • List Sales Activities
  • List Sales Activity Fields
  • List Tasks
  • Lookup Records by Exact Field
  • Search Contacts by Exact Filters
  • Search Records

Changes 55

  • Add Marketing List Contacts
  • Bulk Assign Contact Owner
  • Bulk Assign CPQ Record Owners
  • Bulk Restore CPQ Records
  • Bulk Update CPQ Records
  • Clone Contact
  • Clone Custom Module Record
  • Clone Deal
  • Clone Sales Account
  • Create Appointment
  • Create Contact
  • Create CPQ Document
  • Create Custom Field
  • Create Custom Module
  • Create Custom Module Record
  • Create Deal
  • Create Document Link
  • Create Marketing List
  • Create Note
  • Create CPQ Product
  • Create Sales Account
  • Create Sales Activity
  • Create Task
  • Permanently Forget Contact
31 more
  • Permanently Forget CPQ Document
  • Permanently Forget Custom Module Record
  • Permanently Forget Deal
  • Permanently Forget Sales Account
  • Log Phone Call for Existing Record
  • Log Phone Call for New Record
  • Move Marketing List Contacts
  • Restore CPQ Document
  • Restore CPQ Product
  • Start Bulk Contact Upsert
  • Start Bulk Deal Upsert
  • Start Bulk Sales Account Upsert
  • Update Appointment
  • Update Contact
  • Update Contact Team Memberships
  • Update CPQ Document
  • Update Custom Module
  • Update Custom Module Record
  • Update Deal
  • Update Deal Team Memberships
  • Update Marketing List
  • Update Note
  • Update CPQ Product
  • Update Sales Account
  • Update Sales Account Team Memberships
  • Update Sales Activity
  • Update or Mark Task Done
  • Upload and Attach Document
  • Upsert Contact
  • Upsert Deal
  • Upsert Sales Account

Deletes 13

  • Bulk Delete CPQ Records
  • Delete Appointment
  • Delete Contacts
  • Delete CPQ Document
  • Delete Custom Module
  • Delete Custom Module Records
  • Delete Deals
  • Permanently Delete Note
  • Delete CPQ Product
  • Delete Sales Accounts
  • Delete Sales Activity
  • Delete Task
  • Remove Marketing List Contacts

Freshsales setup

  1. Pasting a Freshsales API key

    Create an API key in Freshsales, choose Freshsales in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 104 actions the agent may use. Start with lookups and add the ones that change Freshsales when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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