--- name: freshsales description: "Freshsales CRM integration — manage contacts, leads, deals, accounts, tasks, and sales sequences via the Freshsales API. Track deal pipelines, automate lead assignments, log activities, and generate sales reports. Built for AI agents — Python stdlib only, no dependencies. Use for sales CRM, contact management, deal tracking, pipeline reporting, and sales automation." homepage: https://www.agxntsix.ai --- # 🟢 Freshsales Freshsales CRM integration — manage contacts, leads, deals, accounts, tasks, and sales sequences via the Freshsales API. ## Features - **Manage contacts** — create, update, search, and segment - **Lead tracking** — capture, qualify, assign, and convert - **Deal pipeline** — stages, values, forecasting, and won/lost - **Account management** — company profiles and hierarchies - **Task management** — create, assign, and track sales tasks - **Activity logging** — calls, emails, meetings, and notes - **Sales sequences** — view and manage outreach campaigns - **Search** across contacts, leads, deals, and accounts - **Reports** — pipeline value, conversion rates, activity metrics - **Filters** — custom views with field-level filtering ## Requirements | Variable | Required | Description | |----------|----------|-------------| | `FRESHSALES_API_KEY` | ✅ | API key/token for Freshsales | | `FRESHSALES_DOMAIN` | ✅ | Your Freshsales domain (e.g. yourorg.freshsales.io) | ## Quick Start ```bash # List contacts python3 {baseDir}/scripts/freshsales.py contacts --limit 20 ``` ```bash # Get contact details python3 {baseDir}/scripts/freshsales.py contact-get 12345 ``` ```bash # Create a contact python3 {baseDir}/scripts/freshsales.py contact-create '{"first_name":"Jane","last_name":"Doe","email":"jane@example.com"}' ``` ```bash # Update a contact python3 {baseDir}/scripts/freshsales.py contact-update 12345 '{"lead_score":85}' ``` ## Commands ### `contacts` List contacts. ```bash python3 {baseDir}/scripts/freshsales.py contacts --limit 20 ``` ### `contact-get` Get contact details. ```bash python3 {baseDir}/scripts/freshsales.py contact-get 12345 ``` ### `contact-create` Create a contact. ```bash python3 {baseDir}/scripts/freshsales.py contact-create '{"first_name":"Jane","last_name":"Doe","email":"jane@example.com"}' ``` ### `contact-update` Update a contact. ```bash python3 {baseDir}/scripts/freshsales.py contact-update 12345 '{"lead_score":85}' ``` ### `leads` List leads. ```bash python3 {baseDir}/scripts/freshsales.py leads --limit 20 --sort updated_at ``` ### `lead-create` Create a lead. ```bash python3 {baseDir}/scripts/freshsales.py lead-create '{"first_name":"John","company":"Acme"}' ``` ### `deals` List deals. ```bash python3 {baseDir}/scripts/freshsales.py deals --limit 20 ``` ### `deal-create` Create a deal. ```bash python3 {baseDir}/scripts/freshsales.py deal-create '{"name":"Acme Upgrade","amount":50000}' ``` ### `deal-update` Update deal stage. ```bash python3 {baseDir}/scripts/freshsales.py deal-update 789 '{"deal_stage_id":3}' ``` ### `accounts` List accounts. ```bash python3 {baseDir}/scripts/freshsales.py accounts --limit 20 ``` ### `tasks` List tasks. ```bash python3 {baseDir}/scripts/freshsales.py tasks --limit 10 --status open ``` ### `task-create` Create a task. ```bash python3 {baseDir}/scripts/freshsales.py task-create '{"title":"Follow up with Acme","due_date":"2026-03-01"}' ``` ### `search` Search across all entities. ```bash python3 {baseDir}/scripts/freshsales.py search "Acme" ``` ### `activities` List recent activities. ```bash python3 {baseDir}/scripts/freshsales.py activities --limit 20 ``` ### `pipeline` Pipeline summary. ```bash python3 {baseDir}/scripts/freshsales.py pipeline ``` ## Output Format All commands output JSON by default. Add `--human` for readable formatted output. ```bash # JSON (default, for programmatic use) python3 {baseDir}/scripts/freshsales.py contacts --limit 5 # Human-readable python3 {baseDir}/scripts/freshsales.py contacts --limit 5 --human ``` ## Script Reference | Script | Description | |--------|-------------| | `{baseDir}/scripts/freshsales.py` | Main CLI — all Freshsales operations | ## Data Policy This skill **never stores data locally**. All requests go directly to the Freshsales API and results are returned to stdout. Your data stays on Freshsales servers. ## Credits --- Built by [M. Abidi](https://www.linkedin.com/in/mohammad-ali-abidi) | [agxntsix.ai](https://www.agxntsix.ai) [YouTube](https://youtube.com/@aiwithabidi) | [GitHub](https://github.com/aiwithabidi) Part of the **AgxntSix Skill Suite** for OpenClaw agents. 📅 **Need help setting up OpenClaw for your business?** [Book a free consultation](https://cal.com/agxntsix/abidi-openclaw)