Add Marketing List Contacts
Add contacts to a Freshsales marketing list. The same official operation also copies contacts that already belong to another list.
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Integrate Freshsales
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Explore Triggers and Actions
Bulk Assign Contact Owner
Replace the owner of up to 100 Freshsales contacts using explicit contact and owner IDs. Freshsales is known to return a false-success 200 for this endpoint, so this action reads every contact after the write and fails unless every owner_id matches.
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Bulk Assign CPQ Record Owners
Queue one owner assignment for selected CPQ products or documents; acknowledgment does not prove completion. Requires Freshsales CPQ to be licensed and enabled. Observed product bulk paths support OAuth; OAuth behavior for document and template paths remains unverified. https://developer.freshsales.io/api/#products
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Bulk Delete CPQ Records
Queue soft deletion of selected CPQ products or documents so they remain restorable; acknowledgment does not prove completion. Requires Freshsales CPQ to be licensed and enabled. Observed product bulk paths support OAuth; OAuth behavior for document and template paths remains unverified. https://developer.freshsales.io/api/#products
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Bulk Restore CPQ Records
Queue restoration of selected soft-deleted CPQ products or documents using the PUT methods in Freshsales' official cURL examples; acknowledgment does not prove completion. Requires Freshsales CPQ to be licensed and enabled. Observed product bulk paths support OAuth; OAuth behavior for document and template paths remains unverified. https://developer.freshsales.io/api/#products
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Bulk Update CPQ Records
Queue one shared-field update for selected CPQ products or documents. Product pricing and document product-line mutations are not supported by these bulk endpoints; acknowledgment does not prove completion. Requires Freshsales CPQ to be licensed and enabled. Observed product bulk paths support OAuth; OAuth behavior for document and template paths remains unverified. https://developer.freshsales.io/api/#products
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Clone Contact
Create a new Freshsales contact by cloning an existing contact and applying field overrides.
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Clone Custom Module Record
Create a new Freshsales custom-module record by cloning an existing record and applying field overrides.
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Clone Deal
Clone a Freshsales deal, optionally overriding fields on the new deal.
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Clone Sales Account
Clone a Freshsales sales account, optionally overriding fields on the new account.
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Create Appointment
Create a Freshsales appointment, optionally linked to a CRM record or attendees, and return its ID and related records.
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Create Contact
Create a Freshsales contact identified by email addresses, mobile number, Twitter username, or external ID and return its ID and contact fields. Tenant contact-field settings can impose additional requirements; inspect List Contact Fields first.
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Create CPQ Document
Create a Freshsales quote or other CPQ document and return its confirmed ID. Requires Freshsales CPQ to be licensed and enabled for the connected account. OAuth behavior for CPQ document and template paths remains unverified. Official contract: https://developer.freshsales.io/api/#documents
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Create CPQ Product
Create a Freshsales CPQ product and return the provider-confirmed product ID. Requires Freshsales CPQ to be licensed and enabled for the connected account. Product create, get, update, delete, and restore paths support OAuth. Official contract: https://developer.freshsales.io/api/#products
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Create Custom Field
Create a persistent custom field on one explicit Freshsales entity form. This mutates tenant schema, may make future record writes require the field, and cannot be undone through any documented custom-field delete endpoint. Requires confirm_irreversible_schema_change=true.
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Create Custom Module
Create a tenant-wide Freshsales custom-module definition and return its ID and internal entity name. This changes the tenant's CRM schema, immediately creates five saved filters, and consumes one of the documented maximum of 10 custom modules per account.
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Create Custom Module Record
Create one record in a named Freshsales custom module and return its record ID and fields.
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Create Deal
Create a Freshsales deal associated with exactly one existing or new sales account.
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Create Document Link
Attach a web document URL to one explicit Freshsales CRM record.
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Create Marketing List
Create an empty Freshsales marketing list.
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Create Note
Create a Freshsales note on one lead, contact, sales account, or deal.
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Create Sales Account
Create a Freshsales sales account with standard, parent-account, or tenant-defined fields.
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Create Sales Activity
Create a Freshsales sales activity with all provider-mandatory time, owner, type, and CRM-target fields.
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Create Task
Create a Freshsales task with every provider-mandatory assignment, due-date, and CRM-target field.
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Delete Appointment
Delete one Freshsales appointment by ID.
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Delete Contacts
Delete one or more Freshsales contacts through ordinary deletion rather than permanent forget. Provide contact_id for one contact or contact_ids for a bulk request. This toolkit does not expose a restore operation.
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Delete CPQ Document
Soft-delete one Freshsales CPQ document so it can be restored. Requires Freshsales CPQ to be licensed and enabled for the connected account. OAuth behavior for CPQ document and template paths remains unverified. Official contract: https://developer.freshsales.io/api/#documents
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Delete CPQ Product
Soft-delete one Freshsales CPQ product so it can be restored. Requires Freshsales CPQ to be licensed and enabled for the connected account. Product create, get, update, delete, and restore paths support OAuth. Official contract: https://developer.freshsales.io/api/#products
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Delete Custom Module
Delete a Freshsales custom-module definition and change the tenant's CRM schema. Remove all records from the custom module before calling this action.
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Delete Custom Module Records
Delete one or more records from a named Freshsales custom module through ordinary deletion. Provide record_id for one record or record_ids for a bulk request. This action never permanently forgets records or their data.
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Delete Deals
Ordinarily delete one deal or bulk-delete multiple deals. This operation is separate from permanent forget.
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Delete Sales Accounts
Ordinarily delete one account or bulk-delete multiple accounts. This is not permanent forget; associated contacts and deals are deleted only when explicitly requested.
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Delete Sales Activity
Delete one Freshsales sales activity after confirming the provider success code.
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Delete Task
Delete one Freshsales task and return provider-confirmed deletion fields.
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Get Appointment
Return one Freshsales appointment and its related attendees, users, conferences, and notes.
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Get Bulk Upsert Job Status
Get bounded, single-request progress and failure details for one Freshsales bulk-upsert job; this does not poll.
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Get Contact
Return one Freshsales contact by ID, optionally including related resources.
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Get CPQ Document
Get one Freshsales CPQ document, optionally including product line items. Requires Freshsales CPQ to be licensed and enabled for the connected account. OAuth behavior for CPQ document and template paths remains unverified. Official contract: https://developer.freshsales.io/api/#documents
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Get CPQ Product
Get one Freshsales CPQ product, optionally including pricing. Requires Freshsales CPQ to be licensed and enabled for the connected account. Product create, get, update, delete, and restore paths support OAuth. Official contract: https://developer.freshsales.io/api/#products
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Get Custom Module
Return one Freshsales custom-module definition by ID, including the entity name required by custom-module record tools.
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Get Custom Module Record
Return one record by ID from a named Freshsales custom module.
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Get Deal
Get one Freshsales deal by ID, optionally with related resources.
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Get Sales Account
Get one Freshsales sales account by ID, optionally with related resources.
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Get Sales Activity
Get one Freshsales sales activity by ID.
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Get Task
Get one Freshsales task by ID, optionally with collaborators and its CRM target.
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List Appointments
Return one page selected by Freshsales's required appointment filter. Open is documented for upcoming appointments; complete is a separate provider-named filter whose semantics are not further defined. Return the next page number only when Freshsales meta.total proves another page exists. Pages default to 25 appointments (maximum 100); larger pages increase response size and token cost.
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List Configuration Options
List one Freshsales configuration option family for IDs needed by CRM operations. Covers all 21 official selectors without exposing arbitrary paths; each selector returns its complete provider-bounded option set and does not expose pagination.
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List Contact Activities
Return activity history for one Freshsales contact. The limit input is a provider result-size hint, not a guaranteed maximum. Inspect meta.has_next and meta.has_previous to determine whether the response is incomplete; this action does not expose an unproven continuation input.
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List Contact Document Associations
List the file and web-link associations attached to one Freshsales contact, including referenced links, users, and provider totals. This returns metadata only, not file bytes, and exposes no continuation because Freshsales documents none for this endpoint.
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List Contact Fields
List Freshsales contact field definitions, internal names, types, choices, and tenant form metadata for use in contact create and update calls. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Contact Views
List saved Freshsales contact views and their IDs for use with contact listing tools. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Contacts by View
Return one explicitly numbered page from a saved Freshsales contact view, including shaped page totals and the next page number when available.
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List CPQ Document Related Products
List the typed product records associated with one Freshsales CPQ document. Freshsales documents no pagination or continuation parameter for this endpoint. Requires Freshsales CPQ to be licensed and enabled for the connected account. OAuth behavior for CPQ document and template paths remains unverified. Official contract: https://developer.freshsales.io/api/#documents
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List Custom Module Records
Return one saved-view page of records from a named Freshsales custom module and a page cursor when more records are available.
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List Custom Module Views
List saved views for a Freshsales custom module and return the view IDs needed to list its records. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Deal Fields
List standard and tenant-defined Freshsales deal field definitions. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Deal Views
List saved Freshsales deal views and their IDs. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Deals by View
Return one numbered page from a saved Freshsales deal view.
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List Entity Forms
List Freshsales forms for a standard or custom entity so callers can obtain an explicit form ID before creating a custom field. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Marketing List Contacts
Return one documented page of contacts in a Freshsales marketing list. Freshsales can reject this endpoint when the account plan lacks the feature.
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List Marketing Lists
Return one documented page of Freshsales marketing lists.
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List Sales Account Fields
List standard and tenant-defined Freshsales sales-account field definitions. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Sales Account Views
List saved Freshsales sales-account views and their IDs. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Sales Accounts by View
Return one numbered page from a saved Freshsales sales-account view.
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List Sales Activities
Return one bounded Freshsales sales-activity page (25 records by default, 100 maximum) and an explicit next page number.
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List Sales Activity Fields
List standard and tenant-defined Freshsales sales-activity field definitions. Freshsales documents no pagination or continuation parameter for this endpoint.
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List Tasks
Return one Freshsales task page for exactly one documented status/due-date filter. Freshsales uses a fixed 25-record page size; pass next_page back as page to continue.
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Log Phone Call for Existing Record
Create an irreversible manual call log for one existing Freshsales lead, contact, or sales account and optionally create a note. Freshsales documents no call-log delete operation; explicit confirmation is required.
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Log Phone Call for New Record
Create a new Freshsales contact and an irreversible manual call log associated with it, optionally with a note. Contact-field requirements vary by tenant; provide emails when the tenant requires them, but email is not universally required. Neither effect has a documented call-log rollback; explicit confirmation is required.
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Lookup Records by Exact Field
Look up exact matches across one or more Freshsales lead, contact, sales-account, or deal types using one compatible standard or custom field. Freshsales returns a provider-bounded result set and exposes no pagination parameters.
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Move Marketing List Contacts
Move selected contacts or every contact from one Freshsales marketing list to a different destination list.
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Permanently Delete Note
Permanently delete one Freshsales note. Freshsales documents no restore operation; the response contains provider-confirmed deletion fields.
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Permanently Forget Contact
Permanently and irreversibly erase one Freshsales contact and associated data. This is not ordinary deletion, cannot be undone by this toolkit, and requires confirm_permanent_erasure=true.
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Permanently Forget CPQ Document
Permanently and irreversibly delete one CPQ document and all associated data. This cannot be restored and requires confirm_permanent_erasure=true. Requires Freshsales CPQ to be licensed and enabled for the connected account. OAuth behavior for CPQ document and template paths remains unverified. Official contract: https://developer.freshsales.io/api/#documents
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Permanently Forget Custom Module Record
Permanently and irreversibly erase one Freshsales custom-module record and associated data. This is not ordinary deletion, cannot be undone by this toolkit, and requires confirm_permanent_erasure=true.
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Permanently Forget Deal
IRREVERSIBLE: permanently erase one Freshsales deal and associated data. This cannot be restored and requires confirm_permanent_erasure=true.
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Permanently Forget Sales Account
IRREVERSIBLE: permanently erase one Freshsales sales account and associated data. This cannot be restored and requires confirm_permanent_erasure=true.
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Remove Marketing List Contacts
Remove selected contacts or every contact from one Freshsales marketing list. This changes list membership, not the contact records.
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Restore CPQ Document
Restore one soft-deleted Freshsales CPQ document. Requires Freshsales CPQ to be licensed and enabled for the connected account. OAuth behavior for CPQ document and template paths remains unverified. Official contract: https://developer.freshsales.io/api/#documents
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Restore CPQ Product
Restore one soft-deleted Freshsales CPQ product. Requires Freshsales CPQ to be licensed and enabled for the connected account. Product create, get, update, delete, and restore paths support OAuth. Official contract: https://developer.freshsales.io/api/#products
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Search Contacts by Exact Filters
Find exact-match Freshsales contacts with explicit field/operator/value rules.
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Search Records
Fuzzy-search Freshsales users, standard CRM records, and custom-module records in one bounded request.
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Start Bulk Contact Upsert
Start an asynchronous upsert of up to 100 Freshsales contacts. Returns only the provider's job acknowledgment and status URL; this tool does not wait for or verify completion.
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Start Bulk Deal Upsert
Start an asynchronous upsert of up to 100 deals. Returns acceptance and a status URL but does not verify completion.
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Start Bulk Sales Account Upsert
Start an asynchronous upsert of up to 100 sales accounts. Returns acceptance and a status URL but does not verify completion.
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Update Appointment
Update selected fields or attendees on an existing Freshsales appointment and return the updated appointment and related records.
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Update Contact
Update selected fields on an existing Freshsales contact and return the updated contact.
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Update Contact Team Memberships
Add, update, or remove Freshsales contact-team memberships using explicit contact, user, and designation IDs. Removing a membership changes that user's access to the contact; verify all tenant IDs before calling.
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Update CPQ Document
Update document fields or replace its complete product list through the one official PUT contract. Freshworks documents quantity as optional, though some tenants require a positive quantity for every supplied line; products=[] removes all lines. Requires Freshsales CPQ to be licensed and enabled for the connected account. OAuth behavior for CPQ document and template paths remains unverified. Official contract: https://developer.freshsales.io/api/#documents
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Update CPQ Product
Update product fields or add, overwrite, and delete product prices through the one official PUT contract. Requires Freshsales CPQ to be licensed and enabled for the connected account. Product create, get, update, delete, and restore paths support OAuth. Official contract: https://developer.freshsales.io/api/#products
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Update Custom Module
Update selected display, icon, navigation, or description settings on an existing Freshsales custom-module definition. The internal entity name remains stable when display names change.
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Update Custom Module Record
Update selected fields on one record in a named Freshsales custom module and return the updated record.
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Update Deal
Update a Freshsales deal, its contact associations, or replace all deal products. Supplying an empty products list removes every line item.
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Update Deal Team Memberships
Add, update, or remove team memberships for one Freshsales deal.
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Update Marketing List
Rename an existing Freshsales marketing list.
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Update Note
Replace the text and target association of an existing Freshsales note.
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Update or Mark Task Done
Update a Freshsales task through the single documented PUT path; set status=1 to mark it completed or status=0 to reopen it.
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Update Sales Account
Update standard or tenant-defined fields on a Freshsales sales account.
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Update Sales Account Team Memberships
Add, update, or remove team memberships for one Freshsales sales account. Requires an API-key connection; Freshworks does not authorize this operation through its available OAuth scopes.
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Update Sales Activity
Update selected fields on one existing Freshsales sales activity.
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Upload and Attach Document
Upload a required file as multipart/form-data and attach it to one explicit Freshsales CRM record.
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Upsert Contact
Create or update one Freshsales contact matched by a unique identifier and return the resulting contact.
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Upsert Deal
Create or update a deal by one unique standard or tenant-defined field.
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Upsert Sales Account
Create or update a sales account by one unique standard or tenant-defined field.
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How the Freshsales integration works
The Freshsales integration connects your Dench AI CRM directly to Freshsales, so agents can read and act on your Freshsales data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
104 actions are available for agents to invoke on your behalf. Every call runs through Freshsales's own authorization, scoped to the account you connect.
Set up Freshsales in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Freshsales and click Connect — you'll authorize access through Freshsales's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Freshsales in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Freshsales integration work with Dench?
The Dench Freshsales integration connects your AI CRM to Freshsales, so AI agents can work with your Freshsales data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Freshsales via Dench?
The Freshsales integration currently exposes 104 actions, including Add Marketing List Contacts, Bulk Assign Contact Owner, Bulk Assign CPQ Record Owners, Bulk Delete CPQ Records, Bulk Restore CPQ Records, and Bulk Update CPQ Records. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Freshsales to Dench?
No. You connect Freshsales from your Dench workspace using Freshsales's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Freshsales integration secure?
Connections are authorized through Freshsales's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Freshsales connection from your workspace settings at any time.