Freshsales integration
Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
What your agents can do with Freshsales
4 pre-built Freshsales tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
List All Deals
Fetch all deals from your Freshsales account.
List All Contacts
Fetch all contacts from your Freshsales account.
Create Deal
Create a new deal in your Freshsales account.
Create Contact
Create a new contact in your Freshsales account.
Set up Freshsales in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Freshsales account
In Relevance AI, open Integrations and add Freshsales, then paste your API Key and Bundle Alias. You will find it in your Freshsales account settings.
Use Freshsales in an agent
Create a tool, add a Freshsales tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Freshsales to work in your agents
Connect Freshsales alongside 1,800+ other integrations and let your agents run the busywork.