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Freshsales

Interact with Freshsales CRM to manage contacts, accounts, deals, tasks, appointments, sales activities, files, products, documents, and custom modules.

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Tools (119)

List Contact Filters
List available Freshsales contact views and filters.
Create Contact
Create a Freshsales contact using any current contact fields, including custom fields.
Get Contact
Get one Freshsales contact by ID.
List Contacts
List Freshsales contacts from a view with optional sorting and includes.
Update Contact
Update a Freshsales contact using any current contact fields.
Update Contact Team
Replace or update team members for a Freshsales contact.
Upsert Contact
Create or update a Freshsales contact using the Freshsales upsert API.
Bulk Upsert Contacts
Bulk upsert Freshsales contacts.
Bulk Assign Contact Owner
Bulk assign Freshsales contacts to an owner.
Clone Contact
Clone a Freshsales contact.
Delete Contact
Delete a Freshsales contact.
Forget Contact
Permanently forget a Freshsales contact.
Bulk Delete Contacts
Bulk delete Freshsales contacts.
List Contact Fields
List all Freshsales contact fields, including custom fields.
List Contact Activities
List activities for one Freshsales contact.
List Account Filters
List available Freshsales account views and filters.
Create Account
Create a Freshsales sales account using any current account fields.
Get Account
Get one Freshsales sales account by ID.
List Accounts
List Freshsales sales accounts from a view.
Update Account
Update a Freshsales sales account using any current account fields.
Update Account Team
Replace or update team members for a Freshsales sales account.
Upsert Account
Create or update a Freshsales sales account using the upsert API.
Bulk Upsert Accounts
Bulk upsert Freshsales sales accounts.
Clone Account
Clone a Freshsales sales account.
Delete Account
Delete a Freshsales sales account.
Forget Account
Permanently forget a Freshsales sales account.
Bulk Delete Accounts
Bulk delete Freshsales sales accounts.
List Account Fields
List all Freshsales account fields, including custom fields.
List Deal Filters
List available Freshsales deal views and filters.
Create Deal
Create a Freshsales deal using any current deal fields.
Get Deal
Get one Freshsales deal by ID.
List Deals
List Freshsales deals from a view.
Update Deal
Update a Freshsales deal using any current deal fields.
Update Deal Team
Replace or update team members for a Freshsales deal.
Upsert Deal
Create or update a Freshsales deal using the upsert API.
Bulk Upsert Deals
Bulk upsert Freshsales deals.
Clone Deal
Clone a Freshsales deal.
Delete Deal
Delete a Freshsales deal.
Forget Deal
Permanently forget a Freshsales deal.
Bulk Delete Deals
Bulk delete Freshsales deals.
List Deal Fields
List all Freshsales deal fields, including custom fields.
Search Records
Search Freshsales records across selected entities.
Lookup Records
Lookup Freshsales records by one field and entity set.
Create Marketing List
Create a Freshsales marketing list.
List Marketing Lists
List Freshsales marketing lists.
Update Marketing List
Update a Freshsales marketing list.
List Contacts In Marketing List
List contacts in a Freshsales marketing list.
Copy Contacts To Marketing List
Copy specific Freshsales contacts into a marketing list.
Remove Contacts From Marketing List
Remove contacts from a Freshsales marketing list.
Move Contacts Between Marketing Lists
Move contacts from one Freshsales marketing list to another.
Create Note
Create a Freshsales note.
Update Note
Update a Freshsales note.
Delete Note
Delete a Freshsales note.
Create Task
Create a Freshsales task.
Get Task
Get one Freshsales task by ID.
List Tasks
List Freshsales tasks by filter.
Update Task
Update a Freshsales task.
Mark Task Done
Mark a Freshsales task as done.
Delete Task
Delete a Freshsales task.
Create Appointment
Create a Freshsales appointment.
Get Appointment
Get one Freshsales appointment by ID.
List Appointments
List Freshsales appointments by filter.
Update Appointment
Update a Freshsales appointment.
Delete Appointment
Delete a Freshsales appointment.
Create Sales Activity
Create a Freshsales sales activity.
Get Sales Activity
Get one Freshsales sales activity by ID.
List Sales Activities
List Freshsales sales activities.
List Sales Activity Fields
List all Freshsales sales activity fields.
Update Sales Activity
Update a Freshsales sales activity.
Delete Sales Activity
Delete a Freshsales sales activity.
Create Phone Call Log
Create a Freshsales manual phone call log.
Create Product
Create a Freshsales CPQ product.
Get Product
Get one Freshsales CPQ product by ID.
Update Product
Update a Freshsales CPQ product.
Bulk Update Products
Bulk update Freshsales CPQ products.
Bulk Assign Product Owner
Bulk assign Freshsales CPQ product owners.
Delete Product
Delete a Freshsales CPQ product.
Restore Product
Restore a deleted Freshsales CPQ product.
Bulk Delete Products
Bulk delete Freshsales CPQ products.
Bulk Restore Products
Bulk restore Freshsales CPQ products.
Add Product Prices
Add prices to a Freshsales CPQ product.
Update Product Prices
Update prices on a Freshsales CPQ product.
Delete Product Prices
Delete prices from a Freshsales CPQ product.
Add Products To Deal
Set products on a Freshsales deal using the Freshsales add products API.
Update Products On Deal
Replace products on a Freshsales deal. Freshsales removes products not included in this array.
Delete Products From Deal
Delete all products from a Freshsales deal.
Create Document
Create a Freshsales CPQ document.
Get Document
Get one Freshsales CPQ document by ID.
Update Document
Update a Freshsales CPQ document.
Bulk Update Documents
Bulk update Freshsales CPQ documents.
Bulk Assign Document Owner
Bulk assign Freshsales CPQ document owners.
Delete Document
Delete a Freshsales CPQ document.
Restore Document
Restore a deleted Freshsales CPQ document.
Bulk Delete Documents
Bulk delete Freshsales CPQ documents.
Bulk Restore Documents
Bulk restore Freshsales CPQ documents.
Forget Document
Permanently forget a Freshsales CPQ document.
Add Products To Document
Set products on a Freshsales CPQ document using the Freshsales add products API.
Update Products On Document
Replace products on a Freshsales CPQ document. Freshsales removes products not included in this array.
Delete Products From Document
Delete all products from a Freshsales CPQ document.
Get Related Products
Get related products for a Freshsales CPQ document.
Create File
Upload a FileStorage file to Freshsales and associate it with a supported record.
Create Link
Create a Freshsales document link and associate it with a supported record.
List Contact Files And Links
List Freshsales files and links associated with a contact.
Get Job Status
Get Freshsales background job status by ID.
Create Custom Module
Create a Freshsales custom module.
Get Custom Module
Get one Freshsales custom module definition.
Update Custom Module
Update a Freshsales custom module definition.
Delete Custom Module
Delete a Freshsales custom module definition.
Create Custom Field
Create a field on a Freshsales standard or custom module form.
List Custom Module Fields
List forms and fields for a Freshsales custom module entity type.
List Custom Module Filters
List available views and filters for a Freshsales custom module.
Create Custom Module Record
Create a record in a Freshsales custom module.
Get Custom Module Record
Get one Freshsales custom module record.
List Custom Module Records
List Freshsales custom module records.
Update Custom Module Record
Update a Freshsales custom module record.
Delete Custom Module Record
Delete a Freshsales custom module record.
Forget Custom Module Record
Permanently forget a Freshsales custom module record.
Clone Custom Module Record
Clone a Freshsales custom module record.
Bulk Delete Custom Module Records
Bulk delete Freshsales custom module records.

Installation

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