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Agent Serve · Sales integration
Manage Freshsales contacts, leads, deals, accounts, and sales activities
Freshsales is a Sales integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Freshsales integration provides 16 Freshsales tools that AI agents can use inside Agent Serve's visual workflow builder. Freshsales connects with an API key. Explore deployment options with the Agent Serve team.
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Integrate Freshsales (Freshworks CRM) into the workflow. Create, update, look up, and search contacts, manage deals and accounts, create leads on Freshsales Classic accounts, and log the work around them: follow-up tasks, appointments, notes, and sales activities such as AI calls or WhatsApp chats. Requires your Freshsales bundle alias and API key.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Freshsales block onto the workflow builder, and paste in your Freshsales API key.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Freshsales automation is live.
16 Freshsales tools available in Agent Serve.
Create a contact in Freshsales. Needs an email or a mobile number; email and mobile number are unique, so a duplicate fails.
Update fields of a Freshsales contact by ID, such as owner, lifecycle stage, phone, or custom fields. Only the fields you set change.
Get a Freshsales contact by ID.
Find Freshsales contacts. "lookup" finds exact matches on one field (email by default, or name or a custom field); "search" runs a keyword search over names and emails; "filter" runs a filtered search with filter rules.
Create a lead in a Freshsales Classic account (freshsales.io domain). Needs an email or a mobile number. Current Freshworks CRM accounts have no lead module; create a contact instead.
Update fields of a Freshsales Classic lead by ID, such as owner, lead stage, or custom fields. Only the fields you set change.
Get a Freshsales Classic lead by ID.
Create a deal in Freshsales. Name, amount, and the account ID are required by Freshsales.
Update fields of a Freshsales deal by ID, such as stage, amount, owner, or expected close date. Only the fields you set change.
Get a Freshsales deal by ID.
Create an account (a company, called a sales account in the API) in Freshsales.
Get a Freshsales account (sales account) by ID.
Create a follow-up task in Freshsales on a contact, account, deal, or Freshsales Classic lead, assigned to a user with a due date.
Book an appointment (meeting) in Freshsales on a contact, account, deal, or Freshsales Classic lead, with optional user and contact attendees.
Add a note to a Freshsales contact, account, deal, or Freshsales Classic lead, such as a call summary or conversation recap.
Log a sales activity in Freshsales, such as a call, WhatsApp chat, or demo, on a contact, account, deal, or Freshsales Classic lead.
Ready-to-use templates featuring Freshsales. Click any to build it instantly.
Agent Serve's Freshsales integration adds 16 Freshsales tools to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Manage Freshsales contacts, leads, deals, accounts, and sales activities. Teams often pair Freshsales with HubSpot and QuickBooks in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Freshsales agents, connections, and team access your process needs.