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Integration

Freshsales

Sales CRM: contacts, accounts, deals and activities. Your client pastes their Freshsales key once, and your agent or your code works with their access.

CRM and sales

About Freshsales

Freshsales is Freshworks' sales CRM.

Once your client connects Freshsales, your agent can work with contacts, accounts, deals and activities.

Freshsales

Freshsales · CRM and sales

API key

Sales CRM: contacts, accounts, deals and activities

The client pastes their API key from Freshsales's settings. We store it encrypted.

Building with Freshsales? The docs have setup steps and code for every tool.

Open the Freshsales docs

Tools

Your agent calls any endpoint of Freshsales's API with the request tool, with the client's access attached.

Base URL for request

https://{domain}.myfreshworks.com/crm/sales/api

  • request

    HTTPS ANY /v1/clients/{clientId}/freshsales/{path}

    Any endpoint of Freshsales's own API, with the client's access attached.

    servicestringrequired
    This service: freshsales
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://{domain}.myfreshworks.com/crm/sales/api
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Freshsales key you paste, with only the access you gave that key

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.