Freshsales CRM automation
Receive outbound webhook events fired by a Freshsales Workflow.
1 field
Create a new contact.
7 fields
Retrieve a single contact by ID.
2 fields
Update fields on an existing contact.
Create or update a contact, matched on a unique field (e.g. email).
6 fields
Delete (move to recycle bin) a contact.
List contacts belonging to a saved view.
4 fields
Clone an existing contact.
Forget (GDPR hard-delete) a contact and its data.
List a contact's activity history.
List saved contact views/filters (returns their IDs for List Contacts).
Create a sales account (company/organization).
5 fields
Retrieve a single sales account by ID.
Update fields on a sales account.
List accounts belonging to a saved view.
Create or update a sales account, matched on name.
3 fields
Delete (move to recycle bin) a sales account.
Clone an existing sales account.
Forget (GDPR hard-delete) a sales account.
List saved account views/filters.
Create a new deal (opportunity).
Retrieve a single deal by ID.
Update a deal (stage, amount, owner, etc.).
List deals belonging to a saved view.
Delete (move to recycle bin) a deal.
Clone an existing deal.
Forget (GDPR hard-delete) a deal.
List saved deal views/filters.
Create a task linked to a contact / account / deal.
List tasks filtered by status.
Update a task or mark it complete.
Retrieve a single task by ID.
Delete a task.
Create a calendar appointment with attendees.
List appointments filtered by time.
Retrieve a single appointment by ID.
Update an appointment.
Delete an appointment.
Attach a note to a contact, account, or deal.
Update a note's content.
Delete a note.
Log a sales activity (call, email, custom activity type).
List sales activities (paginated).
Retrieve a single sales activity by ID.
Update a sales activity.
Delete a sales activity.
Manually log a phone call against a record.
Full-text search across entities.
Look up a record by a specific field (e.g. email).
Query records of an entity by arbitrary field conditions (filter rules).
List users / owners for assignment dropdowns.
List configured deal stages.
List values from any Freshsales selector (pipelines, types, currencies, etc.).
List contact field definitions for dynamic field mapping.
List field definitions for a module (contacts / accounts / deals / activities).
Fetch all marketing / contact lists.
Add contacts to a marketing list.
Fetch all contacts belonging to a marketing list.
Remove contacts from a marketing list.
Create a record in a custom module.
Retrieve a custom-module record by ID.
Update a custom-module record.
Delete a custom-module record.
Attach an external link (document) to a record.
List files and links attached to a record.
Wire Freshsales into a coding agent and let it use these operations as tools.
Start building workflows in minutes with our visual builder. No code required.