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What can you do with it?

The Freshsales integration provides comprehensive customer relationship management and sales automation capabilities. You can create, retrieve, update, and delete various record types including leads, contacts, accounts, and deals. The integration also supports advanced search functionality with filtering and sorting, making it easy to manage your entire sales pipeline and customer data from initial lead capture through deal closure.

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How to use it?

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Basic Command Structure

/your-freshsales-connection [action] [required-parameters] [optional-parameters]

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Parameters

Required:

  • action - The operation you want to perform (create, get, update, delete, search)
  • record_type - The type of record (leads, contacts, accounts, deals, or custom modules)

Optional:

  • fields - Specific fields to include in the operation
  • filters - Search criteria for filtering records

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Tools

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Create Record

Create a new record in Freshsales

Parameters:

  • record_type (required) - Type of record to create (leads, contacts, accounts, deals)
  • first_name (required for leads/contacts) - First name
  • last_name (required for leads/contacts) - Last name
  • email (optional) - Email address
  • phone (optional) - Phone number
  • address (optional) - Physical address
  • name (required for accounts) - Account/company name
  • website (optional for accounts) - Company website
  • custom_fields (optional) - Any custom field values

Example:

/your-freshsales-connection
action: create
record_type: leads
first_name: John
last_name: Doe
email: john.doe@example.com
phone: +1234567890
address: 123 Main St, Anytown, CA

Response:

{
  "id": "[Created record ID]",
  "first_name": "[First name]",
  "last_name": "[Last name]",
  "email": "[Email address]",
  "created_at": "[Creation timestamp]"
}

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Get Record by ID

Retrieve a specific record using its unique ID

Parameters:

  • record_type (required) - Type of record to retrieve
  • id (required) - The unique ID of the record

Example:

/your-freshsales-connection
action: get
record_type: contacts
id: 123456

Response:

{
  "id": "[Record ID]",
  "first_name": "[First name]",
  "last_name": "[Last name]",
  "email": "[Email address]",
  "phone": "[Phone number]",
  "created_at": "[Creation timestamp]"
}

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Update Record

Update an existing record in Freshsales

Parameters:

  • record_type (required) - Type of record to update
  • id (required) - The unique ID of the record
  • fields (required) - Object containing fields to update

Example:

/your-freshsales-connection
action: update
record_type: accounts
id: 123456
name: Acme Corporation
website: https://www.acme.com
address: 789 Oak St, Newtown, TX

Response:

{
  "id": "[Record ID]",
  "name": "[Updated name]",
  "website": "[Updated website]",
  "updated_at": "[Update timestamp]"
}

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Delete Record

Delete a specific record from Freshsales

Parameters:

  • record_type (required) - Type of record to delete
  • id (required) - The unique ID of the record

Example:

/your-freshsales-connection
action: delete
record_type: deals
id: 123456

Response:

{
  "message": "Record deleted successfully."
}

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Search Records

Search for records based on query parameters

Parameters:

  • record_type (required) - Type of records to search
  • attribute (required) - Field to search on
  • operator (required) - Search operator (is, is_not, contains, etc.)
  • value (required) - Value to search for
  • sort_by (optional) - Attribute to sort by
  • sort_order (optional) - Sort order (asc or desc)
  • page (optional) - Page number for pagination (default: 1)
  • per_page (optional) - Records per page (default: 10)

Example:

/your-freshsales-connection
action: search
record_type: leads
attribute: email
operator: is
value: john.doe@example.com
sort_by: created_at
sort_order: desc

Response:

{
  "records": "[Array of matching records]",
  "meta": {
    "total": "[Total number of matches]",
    "page": "[Current page]",
    "per_page": "[Records per page]"
  }
}

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Notes

The record_type parameter accepts leads, contacts, accounts, deals, or custom module names. When creating or updating records, required fields vary by record type - leads and contacts require first_name and last_name, while accounts require a name field. Search operations support various operators including is, is_not, contains, starts_with, and ends_with. Custom fields can be included in any create or update operation by adding them to the request.