Freshsales Integration
Contacts, deals, accounts, tasks, notes, sales pipeline
CRM 14 actions API key
Start automating Freshsales
Contacts, deals, accounts, tasks, notes, sales pipeline
CRM 14 actions API key
Start automating FreshsalesDrag any of these 14 actions into a process — no code, no API wrangling.
Create a sales account
Create a new contact
Create a new deal
Add a note to a contact
Create a new task
Get contact details
Get deal details
List sales accounts in a view
List contacts in a view
List deals in a view
List all tasks
Search across contacts, deals, accounts
Update a contact
Update a deal
Freshsales uses aPI key. Save the connection once and reuse it across every process.
Drop Freshsales steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Freshsales has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working Freshsales automation in your business inside a week, at a fixed price.
