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Connectors Freshsales
Live 120 Actions

Freshsales Integration for AI Agents

Connect your AI agent to 120 production-ready Freshsales actions via MCP, A2A, or SDK — with agent authentication, optimized tool-calling execution, and built-in security.

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Freshsales AI Agent Actions

120 production-ready actions for your agent to do more on Freshsales.

120 Actions
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.

Do More, Build Less

Integration Infrastructure for Freshsales AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Freshsales MCP server
Managed Authentication

Pre-built authentication UI.

Agent auth
Falcon Engine

Every Freshsales action runs on Falcon.

Agent Execution Engine
StackOne Defender
StackOne Defender Meta PG v1 Meta PG v2 DeBERTa 88.7% 67.5% 63.1% 56.9% Detection accuracy

88.7% prompt injection detection.

Prompt injection defense

"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."

Barbry McGann, SVP at Workday Ventures

G2 - High Performer G2 - Easiest To Do Business With G2 - Users Love Us G2 - Users Most Likely To Recommend G2 - Easiest Admin

Product Teams Love Building Agent Integrations With StackOne

G2

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Freshsales Agent Integration Resources

Agentic Context Engineering: Why AI Agents Kill Their Own Context Windows

AI agents exceed their context windows without knowing it. Six failure patterns and seven survival architectures for agentic context engineering.

15 min

MCP Code Mode: Keeping Tool Responses Out of Agent Context

Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.

11 min

Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.

10 min

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.