Sales And CRM
Freshsales
Comprehensive CRM and sales management integration with FreshSales. Full CRUD operations for contacts, sales accounts, deals, and marketing lists. Includes bulk operations, activity tracking, team management, and field customization.
39 actions
Freshsales
Freshsales
Integration details
- Triggers
- 0
- Actions
- 39
- Category
- Sales And CRM
- Website
- freshworks.com
Actions
Steps a workflow can run in Freshsales.
| Action | What it does |
|---|---|
| Contact 11 actions | |
| Create Contact | Create a new contact in FreshSales. At least first_name and last_name OR email OR mobile_number is required. |
| Get Contact | Retrieve a contact by ID from FreshSales |
| Get All Contacts | List all contacts by view in FreshSales with pagination |
| Update Contact | Update an existing contact in FreshSales |
| Delete Contact | Delete a contact in FreshSales (soft delete) |
| Upsert Contact | Create or update a contact based on unique identifier (email, mobile_number, or external_id) |
| Clone Contact | Clone an existing contact in FreshSales with optional data overrides |
| Forget Contact | Permanently delete a contact from FreshSales (GDPR compliance - hard delete) |
| Get Contact Filters | Get all contact filters/views from FreshSales |
| Get Contact Fields | Get all contact field definitions from FreshSales |
| Get Contact Activities | Get activities for a contact in FreshSales |
| Account 10 actions | |
| Create Account | Create a new sales account in FreshSales |
| Get Account | Retrieve a specific sales account by ID |
| Get All Accounts | Retrieve all sales accounts from a specific view |
| Update Account | Update an existing sales account |
| Delete Account | Delete a sales account (soft delete) |
| Forget Account | Permanently delete a sales account (hard delete) |
| Clone Account | Clone an existing sales account |
| Upsert Account | Create or update a sales account based on unique identifier |
| Get Account Filters | Retrieve all available account filters/views |
| Get Account Fields | Retrieve all sales account field definitions |
| Deal 9 actions | |
| Create Deal | Create a new deal in FreshSales |
| Get Deal | Retrieve a specific deal by ID |
| Update Deal | Update an existing deal |
| Delete Deal | Delete a deal (soft delete) |
| Forget Deal | Permanently delete a deal (hard delete) |
| Clone Deal | Clone an existing deal |
| Upsert Deal | Create or update a deal based on unique identifier |
| Get Deal Filters | Get all deal filters/views |
| Get Deal Fields | Get all deal fields |
| Note 3 actions | |
| Create Note | Create a note for a contact, account, or deal |
| Update Note | Update an existing note |
| Delete Note | Delete a note |
| Task 6 actions | |
| Create Task | Create a new task for a contact, account, or deal |
| Get Task | Get a task by ID |
| Get All Tasks | Get filtered tasks |
| Update Task | Update an existing task |
| Mark Task as Done | Mark a task as completed |
| Delete Task | Delete a task |
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