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Server path: /freshsales-entities | Type: Application | PCID required: Yes

Tools

ToolDescription
freshsales_entities_add_contacts_to_marketing_listAdd contacts to a marketing list
freshsales_entities_bulk_assign_contact_ownerBulk reassign contact ownership
freshsales_entities_bulk_destroy_contactsBulk destroy contacts
freshsales_entities_bulk_destroy_dealsBulk destroy deals
freshsales_entities_bulk_destroy_sales_accountsBulk destroy sales accounts
freshsales_entities_bulk_upsert_contactsBulk upsert contacts
freshsales_entities_bulk_upsert_dealsBulk upsert deals
freshsales_entities_bulk_upsert_sales_accountsBulk upsert sales accounts
freshsales_entities_clone_contactClone a contact
freshsales_entities_clone_dealClone a deal
freshsales_entities_clone_sales_accountClone a sales account
freshsales_entities_create_contactCreate a contact
freshsales_entities_create_dealCreate a deal
freshsales_entities_create_marketing_listCreate a marketing list
freshsales_entities_create_sales_accountCreate a sales account
freshsales_entities_delete_contactSoft-delete a contact
freshsales_entities_delete_dealSoft-delete a deal
freshsales_entities_delete_sales_accountSoft-delete a sales account
freshsales_entities_forget_contactPermanently delete (forget) a contact
freshsales_entities_forget_dealPermanently delete (forget) a deal
freshsales_entities_forget_sales_accountPermanently delete (forget) a sales account
freshsales_entities_get_contactGet a contact by ID
freshsales_entities_get_dealGet a deal by ID
freshsales_entities_get_sales_accountGet a sales account by ID
freshsales_entities_list_contact_activitiesList activities on a contact
freshsales_entities_list_contact_fieldsList contact field definitions
freshsales_entities_list_contact_filtersList available contact views/filters
freshsales_entities_list_contacts_by_viewList contacts in a view
freshsales_entities_list_contacts_in_marketing_listList contacts in a marketing list
freshsales_entities_list_deal_fieldsList deal field definitions
freshsales_entities_list_deal_filtersList available deal views/filters
freshsales_entities_list_deals_by_viewList deals in a view
freshsales_entities_list_marketing_listsList all marketing lists
freshsales_entities_list_sales_account_fieldsList sales account field definitions
freshsales_entities_list_sales_account_filtersList available sales account views/filters
freshsales_entities_list_sales_accounts_by_viewList sales accounts in a view
freshsales_entities_manage_contact_team_membersAdd or remove team members on a contact
freshsales_entities_manage_deal_team_membersAdd or remove team members on a deal
freshsales_entities_manage_sales_account_team_membersAdd or remove team members on a sales account
freshsales_entities_move_contacts_between_marketing_listsMove contacts between marketing lists
freshsales_entities_remove_contacts_from_marketing_listRemove contacts from a marketing list
freshsales_entities_update_contactUpdate a contact
freshsales_entities_update_dealUpdate a deal
freshsales_entities_update_marketing_listUpdate a marketing list
freshsales_entities_update_sales_accountUpdate a sales account
freshsales_entities_upsert_contactUpsert a contact
freshsales_entities_upsert_dealUpsert a deal
freshsales_entities_upsert_sales_accountUpsert a sales account

freshsales_entities_add_contacts_to_marketing_list

Add contacts to a marketing list Parameters:
ParameterTypeRequiredDefaultDescription
listIdintegerYesNumeric ID of the marketing list.
idsinteger[]YesIDs of contacts to add to the marketing list.

freshsales_entities_bulk_assign_contact_owner

Bulk reassign contact ownership Parameters:
ParameterTypeRequiredDefaultDescription
owner_idintegerYesUser ID of the new owner.
selected_idsinteger[]YesIDs of contacts to reassign.

freshsales_entities_bulk_destroy_contacts

Bulk destroy contacts Parameters:
ParameterTypeRequiredDefaultDescription
selected_idsinteger[]YesIDs of contacts to delete.

freshsales_entities_bulk_destroy_deals

Bulk destroy deals Parameters:
ParameterTypeRequiredDefaultDescription
selected_idsinteger[]YesIDs of deals to delete.

freshsales_entities_bulk_destroy_sales_accounts

Bulk destroy sales accounts Parameters:
ParameterTypeRequiredDefaultDescription
selected_idsinteger[]YesIDs of sales accounts to delete.

freshsales_entities_bulk_upsert_contacts

Bulk upsert contacts Parameters:
ParameterTypeRequiredDefaultDescription
contactsobject[]YesArray of contact upsert requests (max 100). Each item may use {emails, data: {…}} to match by email, or {id, data: {…}} to match by id. The ‘data’ object holds contact fields.

freshsales_entities_bulk_upsert_deals

Bulk upsert deals Parameters:
ParameterTypeRequiredDefaultDescription
dealsobject[]YesArray of deal upsert requests (max 100). Each item: {name OR id, data: {…}}.

freshsales_entities_bulk_upsert_sales_accounts

Bulk upsert sales accounts Parameters:
ParameterTypeRequiredDefaultDescription
sales_accountsobject[]YesArray of sales-account upsert requests (max 100). Each item uses {name OR id, data: {…}}.

freshsales_entities_clone_contact

Clone a contact Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the contact to clone.

freshsales_entities_clone_deal

Clone a deal Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the deal to clone.

freshsales_entities_clone_sales_account

Clone a sales account Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the sales account to clone.

freshsales_entities_create_contact

Create a contact Parameters:
ParameterTypeRequiredDefaultDescription
contactobjectYesContact fields. Common keys: first_name, last_name, emails (array of {value, is_primary}), mobile_number, work_number, job_title, owner_id, sales_account_id, lead_source_id, lifecycle_stage_id, territory_id, subscription_status, address, city, state, country, zipcode, time_zone, tags, keyword, facebook, twitter, linkedin, custom_field (object of cf_* custom fields). Only first_name or last_name is typically required.

freshsales_entities_create_deal

Create a deal Parameters:
ParameterTypeRequiredDefaultDescription
dealobjectYesDeal fields. Common keys: name (required), amount (required), sales_account_id, owner_id, deal_stage_id, deal_pipeline_id, deal_type_id, deal_reason_id, currency_id, expected_close, probability, lead_source_id, campaign_id, territory_id, contacts_ids (array), custom_field (object of cf_* keys).

freshsales_entities_create_marketing_list

Create a marketing list Parameters:
ParameterTypeRequiredDefaultDescription
descriptionstringNoOptional description of the list.
namestringYesName of the marketing list.

freshsales_entities_create_sales_account

Create a sales account Parameters:
ParameterTypeRequiredDefaultDescription
sales_accountobjectYesSales account fields. Common keys: name (required), website, owner_id, phone, industry_type_id, business_type_id, number_of_employees, annual_revenue, address, city, state, country, zipcode, facebook, twitter, linkedin, tags, parent_sales_account_id, custom_field (object of cf_* keys).

freshsales_entities_delete_contact

Soft-delete a contact Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the contact to soft-delete.

freshsales_entities_delete_deal

Soft-delete a deal Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the deal to soft-delete.

freshsales_entities_delete_sales_account

Soft-delete a sales account Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the sales account to soft-delete.

freshsales_entities_forget_contact

Permanently delete (forget) a contact Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the contact to permanently delete.

freshsales_entities_forget_deal

Permanently delete (forget) a deal Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the deal to permanently delete.

freshsales_entities_forget_sales_account

Permanently delete (forget) a sales account Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the sales account to permanently delete.

freshsales_entities_get_contact

Get a contact by ID Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the contact.
includestringNoComma-separated list of side-loaded associations. Supported values include: creater, owner, updater, salesActivities, phoneNumbers, emails, tasks, appointments, notes.

freshsales_entities_get_deal

Get a deal by ID Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the deal.
includestringNoComma-separated list of associated resources to side-load into the response. Valid values depend on the parent entity (e.g., for contacts: “creater,owner,updater,salesActivities,phoneNumbers,emails,tasks,appointments,notes”).

freshsales_entities_get_sales_account

Get a sales account by ID Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the sales account.
includestringNoComma-separated list of associated resources to side-load into the response. Valid values depend on the parent entity (e.g., for contacts: “creater,owner,updater,salesActivities,phoneNumbers,emails,tasks,appointments,notes”).

freshsales_entities_list_contact_activities

List activities on a contact Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the contact.
pageintegerNoPage number for paginated results (default 1).
activity_typestringNoOptional activity type to filter by (e.g., “Email”, “Call”, “Meeting”). Exact valid values depend on your account configuration.

freshsales_entities_list_contact_fields

List contact field definitions

freshsales_entities_list_contact_filters

List available contact views/filters

freshsales_entities_list_contacts_by_view

List contacts in a view Parameters:
ParameterTypeRequiredDefaultDescription
viewIdintegerYesThe numeric ID of the saved contact view/filter.
pageintegerNoPage number for paginated results (default 1).
sortstringNoField name to sort the result set by (e.g., “created_at”, “updated_at”, “display_name”).
sort_typestringNoSort direction — ascending (“asc”) or descending (“desc”).
includestringNoComma-separated list of associated resources to side-load into the response. Valid values depend on the parent entity (e.g., for contacts: “creater,owner,updater,salesActivities,phoneNumbers,emails,tasks,appointments,notes”).

freshsales_entities_list_contacts_in_marketing_list

List contacts in a marketing list Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the marketing list.
pageintegerNoPage number for paginated results (default 1).

freshsales_entities_list_deal_fields

List deal field definitions

freshsales_entities_list_deal_filters

List available deal views/filters

freshsales_entities_list_deals_by_view

List deals in a view Parameters:
ParameterTypeRequiredDefaultDescription
viewIdintegerYesThe numeric ID of the saved deal view/filter.
pageintegerNoPage number for paginated results (default 1).
sortstringNoField name to sort the result set by (e.g., “created_at”, “updated_at”, “display_name”).
sort_typestringNoSort direction — ascending (“asc”) or descending (“desc”).
includestringNoComma-separated list of associated resources to side-load into the response. Valid values depend on the parent entity (e.g., for contacts: “creater,owner,updater,salesActivities,phoneNumbers,emails,tasks,appointments,notes”).

freshsales_entities_list_marketing_lists

List all marketing lists Parameters:
ParameterTypeRequiredDefaultDescription
pageintegerNoPage number for paginated results (default 1).

freshsales_entities_list_sales_account_fields

List sales account field definitions

freshsales_entities_list_sales_account_filters

List available sales account views/filters

freshsales_entities_list_sales_accounts_by_view

List sales accounts in a view Parameters:
ParameterTypeRequiredDefaultDescription
viewIdintegerYesThe numeric ID of the saved sales account view/filter.
pageintegerNoPage number for paginated results (default 1).
sortstringNoField name to sort the result set by (e.g., “created_at”, “updated_at”, “display_name”).
sort_typestringNoSort direction — ascending (“asc”) or descending (“desc”).
includestringNoComma-separated list of associated resources to side-load into the response. Valid values depend on the parent entity (e.g., for contacts: “creater,owner,updater,salesActivities,phoneNumbers,emails,tasks,appointments,notes”).

freshsales_entities_manage_contact_team_members

Add or remove team members on a contact Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the contact.
team_usersobject[]YesArray of team member updates. Each item: {user_id, designation_id}. To remove a team member, include {user_id, designation_id, _destroy: true}.

freshsales_entities_manage_deal_team_members

Add or remove team members on a deal Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the deal.
team_usersobject[]YesArray of team member updates.

freshsales_entities_manage_sales_account_team_members

Add or remove team members on a sales account Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the sales account.
team_usersobject[]YesArray of team member updates. Same shape as manageContactTeamMembers.

freshsales_entities_move_contacts_between_marketing_lists

Move contacts between marketing lists Parameters:
ParameterTypeRequiredDefaultDescription
listIdintegerYesNumeric ID of the source marketing list.
idsinteger[]YesIDs of contacts to move.
target_list_idintegerYesID of the destination marketing list.

freshsales_entities_remove_contacts_from_marketing_list

Remove contacts from a marketing list Parameters:
ParameterTypeRequiredDefaultDescription
listIdintegerYesNumeric ID of the marketing list.
idsinteger[]YesIDs of contacts to remove from the marketing list.

freshsales_entities_update_contact

Update a contact Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the contact to update.
contactobjectYesPartial contact fields to update. Any key accepted by createContact is accepted here, plus custom_field (object of cf_* keys).

freshsales_entities_update_deal

Update a deal Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the deal.
dealobjectYesPartial deal fields to update.

freshsales_entities_update_marketing_list

Update a marketing list Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the marketing list.
descriptionstringNoNew description.
namestringNoNew name for the marketing list.

freshsales_entities_update_sales_account

Update a sales account Parameters:
ParameterTypeRequiredDefaultDescription
idintegerYesNumeric ID of the sales account.
sales_accountobjectYesPartial sales-account fields to update.

freshsales_entities_upsert_contact

Upsert a contact Parameters:
ParameterTypeRequiredDefaultDescription
contactobjectYesContact fields. Same shape as createContact payload.
unique_identifierobjectYesUnique field used to locate an existing contact. Typical shape: {emails: ‘value@example.com’} or {mobile_number: ‘+15551234567’}.

freshsales_entities_upsert_deal

Upsert a deal Parameters:
ParameterTypeRequiredDefaultDescription
dealobjectYesDeal fields. Same shape as createDeal payload.
unique_identifierobjectYesUnique field used to match the deal. E.g., {name: ’…‘}.

freshsales_entities_upsert_sales_account

Upsert a sales account Parameters:
ParameterTypeRequiredDefaultDescription
sales_accountobjectYesSales account fields. Same shape as createSalesAccount payload.
unique_identifierobjectYesUnique field used to match. Typical shape: {name: ’…’} or {website: ’…’}.