Freshsales Automation

Available Operations

Actions you can perform with Freshsales

Get Leads

Get list of leads from Freshsales

Create Lead

Create a new lead in Freshsales

Update Lead

Update an existing lead

Get Contacts

Get list of contacts from Freshsales

Create Contact

Create a new contact in Freshsales

Get Accounts

Get list of accounts from Freshsales

Create Account

Create a new account in Freshsales

Get Deals

Get list of deals from Freshsales

Create Deal

Create a new deal in Freshsales

Send Email

Send an email through Freshsales

Log Call

Log a phone call activity

Create Task

Create a new task or reminder

Search Records

Search for records across modules

Use Cases

Real-world automations you can build today

Auto-create leads

New form submissions automatically become Freshsales leads without manual entry.

Send bulk emails

Trigger emails to leads and contacts based on specific conditions or schedules.

Log calls instantly

Automatically log call records and attach notes to the right contact in Freshsales.

Sync deal updates

Keep deals in sync across apps and trigger actions when deals move through stages.

How It Works

Get started in minutes

1

Connect

Authorize TaskAGI to access your Freshsales account with one click.

2

Configure

Map fields and set up triggers for when your workflows should run.

3

Build

Create automation rules using Freshsales operations like creating leads, sending emails, or logging calls.

4

Deploy

Turn on your workflows and let them run 24/7 without touching them again.

Frequently Asked Questions

How do I connect Freshsales?

Go to TaskAGI integrations, select Freshsales, and authorize with your account credentials. You'll be connected in under 2 minutes.

Can I automate lead creation from multiple sources?

Yes. Connect forms, emails, webhooks, or other apps and automatically create or update leads in Freshsales based on any trigger.

What data can I sync between apps?

You can sync leads, contacts, accounts, deals, and tasks. Search, create, update, or retrieve any record type with full field mapping.

Are there usage limits?

No hard limits on API calls. Your plan determines concurrent workflows and automation complexity. Check your plan details for specifics.

365+ Integrations Available

Connect Freshsales to all your favorite tools

View all integrations

Freshsales + TaskAGI