All integrationsCRM & Contacts
Freshsales
Work with your Freshsales CRM: create, find, update and delete contacts, accounts and deals, add notes, manage tasks and search across your records.
- actions
- 26
Actions
Steps a workflow can run in Freshsales.
- List usersList the users in the Freshsales account with their ids, to assign records and tasks to.
- Create contactAdd a person to Freshsales. Give at least an email or a mobile number.
- Get contactGet one contact by its id.
- Update contactChange a contact. Only the fields you fill in are changed; empty fields are left as they are.
- Delete contactDelete a contact. Freshsales moves it to the recycle bin.
- List contactsList contacts a page at a time, from a saved view such as 'All Contacts'.
- Find contacts by emailFind the contacts whose email address matches exactly.
- Create accountAdd a company to Freshsales.
- Get accountGet one account by its id.
- Update accountChange an account. Only the fields you fill in are changed; empty fields are left as they are.
- Delete accountDelete an account. Its contacts and deals are kept unless you ask for them to be deleted too.
- List accountsList accounts a page at a time, from a saved view such as 'All Accounts'.
- Create dealAdd a sales opportunity for an account.
- Get dealGet one deal by its id.
- Update dealChange a deal, such as moving it to another stage. Only the fields you fill in are changed; empty fields are left as they are.
- Delete dealDelete a deal.
- List dealsList deals a page at a time, from a saved view such as 'All Deals'.
- Create noteAdd a note to a contact, account or deal.
- Update noteReplace the text of a note.
- Delete noteDelete a note.
- Create taskAdd a to-do for a user, about a contact, account or deal.
- Get taskGet one task by its id.
- List tasksList tasks that are open, due today or tomorrow, overdue or completed.
- Update taskChange a task, or mark it open or completed. Only the fields you fill in are changed.
- Delete taskDelete a task.
- Search recordsSearch contacts, accounts, deals and users by name or email. Each result says what kind of record it is.
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