How to connect Freshsales to Claude

Add contacts to a Freshsales marketing list.

Replace the owner of up to 100 Freshsales contacts using explicit contact and owner IDs.

Queue one owner assignment for selected CPQ products or documents; acknowledgment does not prove completion.

Queue soft deletion of selected CPQ products or documents so they remain restorable; acknowledgment does not prove completion.

Queue restoration of selected soft-deleted CPQ products or documents using the PUT methods in Freshsales' official cURL examples; acknowledgment does not prove completion.

Queue one shared-field update for selected CPQ products or documents.

Create a new Freshsales contact by cloning an existing contact and applying field overrides.

Create a new Freshsales custom-module record by cloning an existing record and applying field overrides.

Clone a Freshsales deal, optionally overriding fields on the new deal.

Clone a Freshsales sales account, optionally overriding fields on the new account.

Create a Freshsales appointment, optionally linked to a CRM record or attendees, and return its ID and related records.

Create a Freshsales contact identified by email addresses, mobile number, Twitter username, or external ID and return its ID and contact fields.

Create a Freshsales quote or other CPQ document and return its confirmed ID.

Create a persistent custom field on one explicit Freshsales entity form.

Create a tenant-wide Freshsales custom-module definition and return its ID and internal entity name.

Create one record in a named Freshsales custom module and return its record ID and fields.

Create a Freshsales deal associated with exactly one existing or new sales account.

Attach a web document URL to one explicit Freshsales CRM record.

Create an empty Freshsales marketing list.

Create a Freshsales note on one lead, contact, sales account, or deal.

Create a Freshsales CPQ product and return the provider-confirmed product ID.

Create a Freshsales sales account with standard, parent-account, or tenant-defined fields.

Create a Freshsales sales activity with all provider-mandatory time, owner, type, and CRM-target fields.

Create a Freshsales task with every provider-mandatory assignment, due-date, and CRM-target field.

Delete one Freshsales appointment by ID.

Delete one or more Freshsales contacts through ordinary deletion rather than permanent forget.

Soft-delete one Freshsales CPQ document so it can be restored.

Delete a Freshsales custom-module definition and change the tenant's CRM schema.

Delete one or more records from a named Freshsales custom module through ordinary deletion.

Ordinarily delete one deal or bulk-delete multiple deals.

Permanently delete one Freshsales note.

Soft-delete one Freshsales CPQ product so it can be restored.

Ordinarily delete one account or bulk-delete multiple accounts.

Delete one Freshsales sales activity after confirming the provider success code.

Delete one Freshsales task and return provider-confirmed deletion fields.

Permanently and irreversibly erase one Freshsales contact and associated data.

Permanently and irreversibly delete one CPQ document and all associated data.

Permanently and irreversibly erase one Freshsales custom-module record and associated data.

IRREVERSIBLE: permanently erase one Freshsales deal and associated data.

IRREVERSIBLE: permanently erase one Freshsales sales account and associated data.

Return one Freshsales appointment and its related attendees, users, conferences, and notes.

Return one Freshsales contact by ID, optionally including related resources.

Get one Freshsales CPQ document, optionally including product line items.

Return one Freshsales custom-module definition by ID, including the entity name required by custom-module record tools.

Return one record by ID from a named Freshsales custom module.

Get one Freshsales deal by ID, optionally with related resources.

Get bounded, single-request progress and failure details for one Freshsales bulk-upsert job; this does not poll.

Get one Freshsales CPQ product, optionally including pricing.

Get one Freshsales sales account by ID, optionally with related resources.

Get one Freshsales sales activity by ID.

Get one Freshsales task by ID, optionally with collaborators and its CRM target.

Return one page selected by Freshsales's required appointment filter.

List one Freshsales configuration option family for IDs needed by CRM operations.

Return activity history for one Freshsales contact.

List the file and web-link associations attached to one Freshsales contact, including referenced links, users, and provider totals.

List Freshsales contact field definitions, internal names, types, choices, and tenant form metadata for use in contact create and update calls.

Return one explicitly numbered page from a saved Freshsales contact view, including shaped page totals and the next page number when available.

List saved Freshsales contact views and their IDs for use with contact listing tools.

List the typed product records associated with one Freshsales CPQ document.

Return one saved-view page of records from a named Freshsales custom module and a page cursor when more records are available.

List saved views for a Freshsales custom module and return the view IDs needed to list its records.

List standard and tenant-defined Freshsales deal field definitions.

Return one numbered page from a saved Freshsales deal view.

List saved Freshsales deal views and their IDs.

List Freshsales forms for a standard or custom entity so callers can obtain an explicit form ID before creating a custom field.

Return one documented page of contacts in a Freshsales marketing list.

Return one documented page of Freshsales marketing lists.

List standard and tenant-defined Freshsales sales-account field definitions.

Return one numbered page from a saved Freshsales sales-account view.

List saved Freshsales sales-account views and their IDs.

Return one bounded Freshsales sales-activity page (25 records by default, 100 maximum) and an explicit next page number.

List standard and tenant-defined Freshsales sales-activity field definitions.

Return one page of Freshsales tasks for exactly one status or due-date filter.

Create an irreversible manual call log for one existing Freshsales lead, contact, or sales account and optionally create a note.

Create a new Freshsales contact and an irreversible manual call log associated with it, optionally with a note.

Look up exact matches across one or more Freshsales lead, contact, sales-account, or deal types using one compatible standard or custom field.

Move selected contacts or every contact from one Freshsales marketing list to a different destination list.

Remove selected contacts or every contact from one Freshsales marketing list.

Restore one soft-deleted Freshsales CPQ document.

Restore one soft-deleted Freshsales CPQ product.

Find exact-match Freshsales contacts with explicit field/operator/value rules.

Fuzzy-search Freshsales users, standard CRM records, and custom-module records in one bounded request.

Start an asynchronous upsert of up to 100 Freshsales contacts.

Start an asynchronous upsert of up to 100 deals.

Start an asynchronous upsert of up to 100 sales accounts.

Update selected fields or attendees on an existing Freshsales appointment and return the updated appointment and related records.

Update selected fields on an existing Freshsales contact and return the updated contact.

Add, update, or remove Freshsales contact-team memberships using explicit contact, user, and designation IDs.

Update document fields or replace its complete product list through the one official PUT contract.

Update selected display, icon, navigation, or description settings on an existing Freshsales custom-module definition.

Update selected fields on one record in a named Freshsales custom module and return the updated record.

Update a Freshsales deal, its contact associations, or replace all deal products.

Add, update, or remove team memberships for one Freshsales deal.

Rename an existing Freshsales marketing list.

Replace the text and target association of an existing Freshsales note.

Update product fields or add, overwrite, and delete product prices through the one official PUT contract.

Update standard or tenant-defined fields on a Freshsales sales account.

Add, update, or remove team memberships for one Freshsales sales account.

Update selected fields on one existing Freshsales sales activity.

Update a Freshsales task through the single documented PUT path; set status=1 to mark it completed or status=0 to reopen it.

Upload a required file as multipart/form-data and attach it to one explicit Freshsales CRM record.

Create or update one Freshsales contact matched by a unique identifier and return the resulting contact.

Create or update a deal by one unique standard or tenant-defined field.

Create or update a sales account by one unique standard or tenant-defined field.