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Freshsales
Freshsales
120 actions · 1 auth method
PreviewCRM

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Authentication

API Key

No app registration required. The API key inherits the permissions of the user who created it.Guides: Connector Profile, Link Account
Actions
120 actions
Action
Description
Create Contact
Creates a new contact in Freshsales.
Get Contact
Retrieves a contact by ID from Freshsales.
List Contacts
Lists contacts from a specific view in Freshsales.
List Contact Views
Lists all available contact views (filters) in Freshsales.
Update Contact
Updates an existing contact in Freshsales.
Upsert Contact
Creates or updates a contact based on a unique identifier in Freshsales.
Bulk Upsert Contacts
Creates or updates multiple contacts in bulk in Freshsales.
Bulk Assign Contact Owner
Assigns an owner to multiple contacts at once in Freshsales.
Clone Contact
Creates a copy of an existing contact in Freshsales.
Delete Contact
Deletes a contact by ID from Freshsales.
Forget Contact (Hard Delete)
Permanently and irreversibly deletes all data for a contact in Freshsales.
Bulk Delete Contacts
Deletes multiple contacts at once in Freshsales.
Manage Contact Team Members
Adds or removes team members associated with a contact in Freshsales.
List Contact Activities
Lists all sales activities associated with a contact in Freshsales.
Create Sales Account
Creates a new sales account (company) in Freshsales.
Get Sales Account
Retrieves a sales account by ID from Freshsales.
List Sales Accounts
Lists sales accounts from a specific view in Freshsales.
List Sales Account Views
Lists all available sales account views (filters) in Freshsales.
Update Sales Account
Updates an existing sales account in Freshsales.
Upsert Sales Account
Creates or updates a sales account based on a unique identifier in Freshsales.
Bulk Upsert Sales Accounts
Creates or updates multiple sales accounts in bulk in Freshsales.
Clone Sales Account
Creates a copy of an existing sales account in Freshsales.
Delete Sales Account
Deletes a sales account by ID from Freshsales.
Forget Sales Account (Hard Delete)
Permanently and irreversibly deletes all data for a sales account in Freshsales.
Bulk Delete Sales Accounts
Deletes multiple sales accounts at once in Freshsales.
Manage Sales Account Team Members
Adds or removes team members associated with a sales account in Freshsales.
Create Deal
Creates a new deal in Freshsales.
Get Deal
Retrieves a deal by ID from Freshsales.
List Deals
Lists deals from a specific view in Freshsales.
List Deal Views
Lists all available deal views (filters) in Freshsales.
Update Deal
Updates an existing deal in Freshsales.
Upsert Deal
Creates or updates a deal based on a unique identifier in Freshsales.
Bulk Upsert Deals
Creates or updates multiple deals in bulk in Freshsales.
Clone Deal
Creates a copy of an existing deal in Freshsales.
Delete Deal
Deletes a deal by ID from Freshsales.
Forget Deal (Hard Delete)
Permanently and irreversibly deletes all data for a deal in Freshsales.
Bulk Delete Deals
Deletes multiple deals at once in Freshsales.
Manage Deal Team Members
Adds or removes team members associated with a deal in Freshsales.
Create Task
Creates a new task in Freshsales.
Get Task
Retrieves a task by ID from Freshsales.
List Tasks
Lists tasks from Freshsales filtered by status.
Update Task
Updates an existing task in Freshsales.
Delete Task
Deletes a task by ID from Freshsales.
Create Appointment
Creates a new appointment in Freshsales.
Get Appointment
Retrieves an appointment by ID from Freshsales.
List Appointments
Lists filtered appointments from Freshsales. The filter parameter is mandatory.
Update Appointment
Updates an existing appointment in Freshsales.
Delete Appointment
Deletes an appointment by ID from Freshsales.
Create Document
Creates a new CPQ document in Freshsales.
Get Document
Retrieves a CPQ document by ID from Freshsales.
Update Document
Updates an existing CPQ document in Freshsales.
Bulk Update Documents
Updates multiple CPQ documents in bulk in Freshsales.
Bulk Assign Document Owner
Assigns an owner to multiple CPQ documents in bulk in Freshsales.
Delete Document
Deletes a CPQ document by ID from Freshsales.
Restore Document
Restores a deleted CPQ document by ID in Freshsales.
Bulk Delete Documents
Deletes multiple CPQ documents in bulk in Freshsales.
Bulk Restore Documents
Restores multiple deleted CPQ documents in bulk in Freshsales.
Forget Document
Permanently deletes a CPQ document and all associated data from Freshsales.
Update Document Products
Adds, updates, or removes products associated with a CPQ document in Freshsales.
Get Document Related Products
Lists all products associated with a CPQ document in Freshsales.
Create File
Uploads and attaches a file to a contact, sales account, deal, or product in Freshsales.
Create File Link
Attaches a file link (URL) to a contact, sales account, or deal in Freshsales.
List Contact Files
Lists all files and links attached to a contact in Freshsales.
List Deal Files
Lists all files and links attached to a deal in Freshsales.
List Sales Account Files
Lists all files and links attached to a sales account in Freshsales.
Get Job Status
Retrieves the status and details of a background job in Freshsales.
Create Note
Creates a new note associated with a contact, deal, or sales account in Freshsales.
Update Note
Updates the content of an existing note in Freshsales.
Delete Note
Deletes a note by ID from Freshsales.
Create Product
Creates a new product in Freshsales.
Get Product
Retrieves a product by ID from Freshsales.
Update Product
Updates an existing product in Freshsales.
Bulk Update Products
Updates multiple products in bulk in Freshsales.
Bulk Assign Product Owner
Assigns an owner to multiple products in bulk in Freshsales.
Delete Product
Deletes a product by ID from Freshsales.
Restore Product
Restores a deleted product by ID in Freshsales.
Bulk Delete Products
Deletes multiple products in bulk in Freshsales.
Bulk Restore Products
Restores multiple deleted products in bulk in Freshsales.
Manage Product Prices
Adds, updates, or removes prices for a product in Freshsales.
Update Deal Products
Adds, updates, or removes products associated with a deal in Freshsales.
Create Sales Activity
Creates a new sales activity in Freshsales.
Get Sales Activity
Retrieves a sales activity by ID from Freshsales.
List Sales Activities
Lists all sales activities from Freshsales.
Update Sales Activity
Updates an existing sales activity in Freshsales.
Delete Sales Activity
Deletes a sales activity by ID from Freshsales.
Create List
Creates a new marketing list in Freshsales.
List Lists
Lists all marketing lists in Freshsales.
Update List
Updates the name of a marketing list in Freshsales.
List Contacts In List
Lists all contacts belonging to a specific marketing list in Freshsales.
Add Contacts To List
Adds contacts to a marketing list in Freshsales.
Remove Contacts From List
Removes contacts from a marketing list in Freshsales.
Move Contacts Between Lists
Moves contacts from one marketing list to another in Freshsales.
Search
Searches for records by name or email address in Freshsales.
Filtered Search Contact
Searches for contacts matching exact filter criteria in Freshsales.
Lookup
Looks up records by exact field value match in Freshsales.
List Owners
Lists all users who can be set as record owners in Freshsales.
List Territories
Lists all territories defined in Freshsales.
List Deal Stages
Lists all deal stages for the default pipeline in Freshsales.
List Deal Stages For Pipeline
Lists all deal stages for a specific pipeline in Freshsales.
List Deal Pipelines
Lists all deal pipelines in Freshsales.
List Currencies
Lists all currencies configured in Freshsales.
List Deal Reasons
Lists all deal loss reasons in Freshsales.
List Deal Types
Lists all deal types (classifications) in Freshsales.
List Lead Sources
Lists all lead sources defined in Freshsales.
List Industry Types
Lists all industry types available in Freshsales.
List Business Types
Lists all business types defined in Freshsales.
List Campaigns
Lists all campaigns in Freshsales.
List Deal Payment Statuses
Lists all deal payment statuses in Freshsales.
List Deal Products
Lists all products available for deals in Freshsales.
List Contact Statuses
Lists all contact statuses in Freshsales.
List Lifecycle Stages
Lists all lifecycle stages in Freshsales.
List Sales Activity Types
Lists all sales activity types in Freshsales.
List Sales Activity Outcomes
Lists all sales activity outcomes in Freshsales.
List Sales Activity Entity Types
Lists all sales activity entity types in Freshsales.
List Outcomes For Activity Type
Lists all outcomes for a specific sales activity type in Freshsales.
List Designations
Lists all team designations in Freshsales.
List Contact Fields
Lists all field definitions for contacts in Freshsales.
List Deal Fields
Lists all field definitions for deals in Freshsales.
List Sales Account Fields
Lists all field definitions for sales accounts in Freshsales.
List Sales Activity Fields
Lists all field definitions for sales activities in Freshsales.

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
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Connector Profile

Freshsales - API Key
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
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Link Account

Freshsales - API Key
4

Use Actions

Invoke actions using one of the methods below: