Freshsales

Clone an existing Freshsales account, creating a duplicate with all fields copied.

Clone an existing Freshsales contact, creating a duplicate with all fields copied.

Clone an existing Freshsales deal, creating a duplicate with all fields copied.

Create a new account (company) in Freshsales. Name is required. Returns the created account with its ID.

Log a sales activity (call, email, meeting, custom) in Freshsales. Title, start_date, and end_date are required. Link to a contact, account, or deal.

Create an appointment/meeting in Freshsales. Title, from_date, and end_date are required. Optionally link to a contact, account, or deal and add atten...

Create a new contact in Freshsales. At minimum provide first_name or email. Returns the created contact with its ID. Supports custom fields via the cu...

Create a new deal in Freshsales. Name is required. Returns the created deal. Associate with contacts and accounts, set pipeline stage and expected clo...

Create a note on a Freshsales contact, account, or deal. Notes support HTML content. Returns the created note with its ID.

Create a new task in Freshsales. Title and due_date are required. Optionally link to a contact, account, or deal. Returns the created task.

Permanently delete a Freshsales account (company). This cannot be undone.

Permanently delete a Freshsales sales activity.

Permanently delete a Freshsales appointment.

Permanently delete a Freshsales contact. This cannot be undone.

Permanently delete a Freshsales deal. This cannot be undone.

Permanently delete a Freshsales note.

Permanently delete a Freshsales task.

Get a single Freshsales account (company) by ID with optional embedded related data. Returns full account details including contacts, deals, and custo...

Get a single Freshsales sales activity by ID with optional embedded related data.

Get a single Freshsales appointment by ID with optional embedded related data.

Get a single Freshsales contact by ID with optional embedded related data. Returns full contact details including custom fields. Use 'include' to embe...

Get a single Freshsales deal by ID with optional embedded related data. Returns full deal details including amount, stage, pipeline, and custom fields...

Get configuration picklist values from Freshsales. Returns available options for fields like owners (sales reps), deal stages, lead sources, territori...

Get a single Freshsales task by ID with optional embedded related data.

List accounts (companies) from a Freshsales view. Requires a view_id — call freshsales_list_filters with entity_type='accounts' first. Paginated.

List sales activities (calls, emails, custom activities) in Freshsales. Returns activity titles, types, dates, and linked entities.

List appointments in Freshsales filtered by upcoming, past, or overdue. Returns appointment titles, times, attendees, and linked entities.

Get the full activity timeline for a Freshsales contact — calls, emails, tasks, notes, appointments, and deal updates in chronological order.

List contacts from a Freshsales view. Requires a view_id — call freshsales_list_filters first to get available views. Returns contacts with basic fiel...

List deals from a Freshsales view. Requires a view_id — call freshsales_list_filters with entity_type='deals' first. Paginated.

List all field definitions (standard + custom) for a Freshsales entity type. Returns field names, types, labels, picklist choices, required status, an...

List available views (filters) for a Freshsales entity type. You MUST call this first to get a view_id before listing contacts, deals, or accounts. Re...

List tasks in Freshsales filtered by status: open, due_today, due_tomorrow, overdue, or completed. Returns task titles, due dates, and linked entities...

Exact-match lookup search. Unlike the general search which is fuzzy, this finds records by an exact field value (e.g., find a contact by exact email a...

Search across Freshsales contacts, accounts, and deals using a text query. Searches name, email, phone, address, and custom fields. Returns matching r...

Update an existing Freshsales account. Only provided fields are changed. Returns the updated account.

Update an existing Freshsales sales activity. Only provided fields are changed.

Update an existing Freshsales appointment. Only provided fields are changed.

Update an existing Freshsales contact. Only provided fields are changed (partial update). Returns the updated contact.

Update an existing Freshsales deal. Only provided fields are changed. Returns the updated deal.

Update an existing Freshsales note. Returns the updated note.

Update an existing Freshsales task. Set status=1 to mark as done. Only provided fields are changed. Returns the updated task.

Create or update an account based on a unique identifier. If an account matching the unique_identifier exists, it is updated; otherwise a new account ...

Create or update a contact based on a unique identifier. If a contact matching the unique_identifier exists, it is updated; otherwise a new contact is...

Create or update a deal based on a unique identifier. If a deal matching the unique_identifier exists, it is updated; otherwise a new deal is created....