The /freshsales command enables you to manage customer relationships and sales processes. Perfect for:

• Managing leads and contacts
• Tracking deals
• Managing accounts
• Searching records
• Sales automation

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Basic Usage

Use the command to interact with Freshsales:

/freshsales create lead John Doe email john@example.com

/freshsales get contact 123456

/freshsales search leads with email john@example.com

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Key Features

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Lead Management

• Create new leads
• Update lead info
• Track lead status
• Convert to contacts
• Custom fields

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Contact Management

• Create contacts
• Update details
• Link to accounts
• Track interactions

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Account Management

• Create accounts
• Update company info
• Link contacts
• Track relationships

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Deal Tracking

• Create deals
• Update deal stages
• Track progress
• Manage pipeline

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Search & Filter

• Search by attributes
• Filter results
• Sort records
• Paginate results

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Example Commands

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Create Lead

/freshsales create lead "John Doe" email john.doe@example.com phone +1234567890

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Get Contact

/freshsales get contact 123456

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Update Account

/freshsales update account 123456 name "Acme Corporation" website www.acme.com

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Delete Deal

/freshsales delete deal 123456

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Search Leads

/freshsales search leads where email is john.doe@example.com

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Advanced Search

/freshsales search contacts where created_at after 2025-01-01 sort by created_at descending

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Record Types

• leads - Potential customers
• contacts - Existing contacts
• accounts - Companies/Organizations
• deals - Sales opportunities
• Custom modules available

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Search Operators

• is - Exact match
• contains - Partial match
• starts_with - Begins with
• ends_with - Ends with
• greater_than - Numeric comparison
• less_than - Numeric comparison

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Sort Options

• attribute: Field to sort by
• order: asc or desc

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Pagination

• page: Page number
• per_page: Results per page (max 100)

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Custom Fields

Access custom fields directly:

{
  "custom_field": "Custom Value"
}

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Tips

• Use filtered search for complex queries
• Include custom fields in payloads
• Check pagination for large results
• Use appropriate record types