Freshworks CRM

Registers a new company account in Freshsales with name, domain, industry, and owner fields populated from the start.

Permanently removes an account record and its associations from Freshsales, used for GDPR erasure or deduplication cleanup.

Fetches the full profile of a single Freshsales account by ID, returning contacts, deals, activities, and custom field values.

Returns the full paginated list of accounts in Freshsales, optionally filtered by owner, industry, or last-activity date.

Patches one or more fields on an existing Freshsales account — owner, stage, industry, custom fields — without touching unrelated data.

Schedules a meeting or call in Freshsales linked to a contact, deal, or account, syncing it with the rep's calendar.

Removes a scheduled appointment from Freshsales and optionally cancels the associated calendar event for all attendees.

Fetches the details of a specific Freshsales appointment including attendees, notes, and linked deal or contact.

Lists all appointments within a date range or filtered by owner, contact, or deal, giving a full schedule view for reporting or automation.

Edits an existing appointment's time, notes, attendees, or outcome status in Freshsales without recreating the record.

Adds a new individual contact to Freshsales, linking them to an account and populating email, phone, title, and lead source fields.

Removes a contact record from Freshsales permanently, typically triggered by a GDPR erasure request or data quality cleanup.

Fetches the full profile of a single Freshsales contact including email, phone, deal associations, and custom fields.

Returns the paginated list of contacts in Freshsales, filterable by owner, account, tag, or last-activity date for bulk reporting or automation.

Patches specific fields on an existing Freshsales contact — phone, title, lifecycle stage, or custom attributes — without overwriting unrelated data.

Opens a new deal in Freshsales linked to a contact and account, setting value, expected close date, and pipeline stage from the start.

Removes a deal record from Freshsales permanently, used for test data cleanup or confirmed duplicate deal removal.

Fetches the full details of a specific Freshsales deal including stage, value, contacts, and all associated activity history.

Returns the paginated list of deals in Freshsales filtered by stage, owner, close date, or value range for pipeline analytics and automation.

Patches a deal's stage, value, close date, owner, or custom fields in Freshsales without recreating the record.

Attaches a timestamped note to a contact, deal, or account in Freshsales, preserving context from calls, emails, or research.

Removes a specific note from a Freshsales record, used for correcting accidental entries or clearing test data from contact timelines.

Edits the content of an existing note on a Freshsales contact, deal, or account without losing its timestamp or linked record.

Fetches the details of a specific logged sales activity — call, email, meeting, or custom type — including outcome, duration, and linked records.

Fires when a new lead is added to Freshsales, optionally scoped to a specific lead source or owner.

Fires when any field on a lead record changes, enabling the agent to react to score shifts, owner reassignments, or status updates.

Fires whenever a deal moves to a new pipeline stage; can be filtered to a specific stage such as 'Negotiation' or 'Closed Won'.

Fires when a new contact record is created in Freshsales, whether imported, captured via form, or added manually.

Fires when a task is marked complete in Freshsales, letting the agent trigger follow-on actions or close out related workflows.

Fires when a contact or lead replies to an email tracked in Freshsales, signalling re-engagement or an intent to act.

Fires whenever a sales activity — call, meeting, demo, or custom type — is logged against a contact, lead, or deal in Freshsales.