Freshsales integration | Zervanor
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Freshsales

Also an agent tool
sales-crm

Freshworks CRM (Freshsales Suite): manage contacts, sales accounts, deals, leads, tasks, appointments, notes, sales activities, and products; search, list saved views, and read CRM selector lists.

76 actions · 1 triggers

The Freshsales integration lets you connect Freshsales to your automations with 76 actions and 1 triggers — and every action is also a tool an AI agent can call. Examples: List Owners, List Contacts (by View), Get Contact, Create Contact, Update Contact. No blank-canvas wiring — connect it and use it in your workflows.

Every action below is also a tool an AI agent can call — the same pack powers your workflows and your agents.

Triggers 1

Events in Freshsales that can start a workflow.

polling

New or updated Freshsales contacts (polled)

Polls /contacts/view/{view_id} on a schedule with sort=updated_at&sort_type=asc, paging by page number.

Actions 76

What Zervanor can do in Freshsales.

Selector15

GET

List Owners

List CRM users/owners (GET /selector/owners). Safe identity/connectivity probe.

GET

List Currencies

List configured currencies (GET /selector/currencies).

GET

List Deal Stages

List deal stages (GET /selector/deal_stages).

GET

List Deal Pipelines

List deal pipelines (GET /selector/deal_pipelines).

GET

List Deal Reasons

List deal lost/won reasons (GET /selector/deal_reasons).

GET

List Deal Types

List deal types (GET /selector/deal_types).

GET

List Industry Types

List industry types (GET /selector/industry_types).

GET

List Business Types

List business types (GET /selector/business_types).

GET

List Lead Sources

List lead sources (GET /selector/lead_sources).

GET

List Lifecycle Stages

List contact lifecycle stages (GET /selector/lifecycle_stages).

GET

List Contact Statuses

List contact statuses (GET /selector/contact_status).

GET

List Territories

List territories (GET /selector/territories).

GET

List Sales Activity Types

List sales activity types (GET /selector/sales_activity_types).

GET

List Sales Activity Outcomes

List sales activity outcomes (GET /selector/sales_activity_outcomes).

GET

List Sales Activity Entity Types

List sales activity entity types (GET /selector/sales_activity_entity_types).

Contacts11

GET

List Contacts (by View)

List contacts filtered by a saved view (GET /contacts/view/{view_id}). Supports page, sort, sort_type; use sort=updated_at sort_type=asc for polling.

GET

Get Contact

Get a contact by id (GET /contacts/{id}).

POST

Create Contact

Create a contact (POST /contacts). Body wraps fields under a 'contact' object.

PUT

Update Contact

Update a contact (PUT /contacts/{id}). Body wraps changed fields under a 'contact' object.

POST

Upsert Contact

Create or update a contact by a unique identity field (POST /contacts/upsert). Use the unique_identifier param to match an existing contact.

DELETE

Delete Contact

Move a contact to the recycle bin (DELETE /contacts/{id}).

DELETE

Forget Contact (GDPR)

Permanently delete (forget) a contact for GDPR compliance (DELETE /contacts/{id}/forget).

POST

Clone Contact

Clone an existing contact (POST /contacts/{id}/clone).

POST

Bulk Delete Contacts

Delete multiple contacts by id list (POST /contacts/bulk_destroy).

GET

Get Contact Activities

Get a contact's activity timeline (GET /contacts/{id}/activities/all).

GET

List Contact Views

List saved contact views/filters (GET /contacts/filters).

Deals9

GET

List Deals (by View)

List deals filtered by a saved view (GET /deals/view/{view_id}).

GET

Get Deal

Get a deal by id (GET /deals/{id}).

POST

Create Deal

Create a deal (POST /deals).

PUT

Update Deal

Update a deal (PUT /deals/{id}). Also used to change a deal's stage by setting deal_stage_id.

DELETE

Delete Deal

Delete a deal (DELETE /deals/{id}).

POST

Clone Deal

Clone a deal (POST /deals/{id}/clone).

POST

Bulk Delete Deals

Delete multiple deals (POST /deals/bulk_destroy).

GET

Get Deal Products

Get the products (line items) on a deal (GET /deals/{id}/products).

GET

List Deal Views

List saved deal views/filters (GET /deals/filters).

Sales Accounts8

GET

List Sales Accounts (by View)

List sales accounts filtered by a saved view (GET /sales_accounts/view/{view_id}).

GET

Get Sales Account

Get a sales account by id (GET /sales_accounts/{id}).

POST

Create Sales Account

Create a sales account (POST /sales_accounts).

PUT

Update Sales Account

Update a sales account (PUT /sales_accounts/{id}).

DELETE

Delete Sales Account

Delete a sales account (DELETE /sales_accounts/{id}).

POST

Clone Sales Account

Clone a sales account (POST /sales_accounts/{id}/clone).

POST

Bulk Delete Sales Accounts

Delete multiple sales accounts (POST /sales_accounts/bulk_destroy).

GET

List Sales Account Views

List saved sales-account views/filters (GET /sales_accounts/filters).

Appointments5

GET

List Appointments

List appointments (GET /appointments). Filter by past/upcoming.

GET

Get Appointment

Get an appointment by id (GET /appointments/{id}).

POST

Create Appointment

Create an appointment (POST /appointments).

PUT

Update Appointment

Update an appointment (PUT /appointments/{id}).

DELETE

Delete Appointment

Delete an appointment (DELETE /appointments/{id}).

Leads5

GET

List Leads (by View)

List leads filtered by a saved view (GET /leads/view/{view_id}). Available on Suite accounts that have the Leads module enabled.

GET

Get Lead

Get a lead by id (GET /leads/{id}).

POST

Create Lead

Create a lead (POST /leads).

PUT

Update Lead

Update a lead (PUT /leads/{id}).

DELETE

Delete Lead

Delete a lead (DELETE /leads/{id}).

Products5

GET

List Products

List products in the product catalog (GET /products).

GET

Get Product

Get a product by id (GET /products/{id}).

POST

Create Product

Create a product (POST /products).

PUT

Update Product

Update a product (PUT /products/{id}).

DELETE

Delete Product

Delete a product (DELETE /products/{id}).

Sales Activities5

GET

List Sales Activities

List sales activities (GET /sales_activities).

GET

Get Sales Activity

Get a sales activity by id (GET /sales_activities/{id}).

POST

Create Sales Activity

Log a sales activity (POST /sales_activities).

PUT

Update Sales Activity

Update a sales activity (PUT /sales_activities/{id}).

DELETE

Delete Sales Activity

Delete a sales activity (DELETE /sales_activities/{id}).

Tasks5

GET

List Tasks

List tasks (GET /tasks). Filter by filter (open/due today/overdue/completed) and include for associations.

GET

Get Task

Get a task by id (GET /tasks/{id}).

POST

Create Task

Create a task (POST /tasks).

PUT

Update Task

Update a task, e.g. mark completed (PUT /tasks/{id}).

DELETE

Delete Task

Delete a task (DELETE /tasks/{id}).

Notes3

POST

Create Note

Create a note attached to a CRM record (POST /notes).

PUT

Update Note

Update a note (PUT /notes/{id}).

DELETE

Delete Note

Delete a note (DELETE /notes/{id}).

Settings3

GET

List Contact Fields

List all contact fields, including custom fields (GET /settings/contacts/fields).

GET

List Sales Account Fields

List sales account fields, including custom (GET /settings/sales_accounts/fields).

GET

List Deal Fields

List deal fields, including custom (GET /settings/deals/fields).

Lookup1

GET

Lookup by Field

Lookup records by a field value, e.g. find a contact by email (GET /lookup).

Search1

GET

Search

Full-text search across CRM entities (GET /search). Provide q and entities.

Automations using Freshsales

Build your own automation with Freshsales in the visual builder.

Frequently asked questions

What can I automate with Freshsales?

76 actions are available — for example: List Owners, List Contacts (by View), Get Contact, Create Contact, Update Contact, and more.

Which Freshsales events can start a workflow?

1 triggers — for example: New or updated Freshsales contacts (polled).

Can Freshsales be used as an AI agent tool?

Yes. Every Freshsales action automatically becomes a tool an AI agent can call — the same pack powers both your workflows and your agents.

How is the Freshsales integration modelled?

Freshsales is modelled as a versioned connector pack, and the steps that need reasoning fall to first-party agents hosted in the same runtime as the workflows.