Integration

Freshsales integration

Freshworks CRM API for sales automation and customer relationship management. Manage leads, contacts, accounts, and deals. Track sales pipeline, schedule activities, and automate workflows. Essential for sales teams, lead management, and revenue tracking.

Connect Freshsales How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Freshsales.Built from the 34 Freshsales tools below, on the connection you add once.

Common Freshsales use cases

data cleanup
data enrichment
CRM maintenance
activity logging
account management
lead qualification
pipeline management
opportunity creation
B2B sales
company tracking

What you can do with Freshsales

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 6 operations

create_contactCreate contactPOSTCreates a new contact in Freshsales CRM.
delete_contactDelete contactDELETEDeletes a contact from the Freshsales CRM.
get_contactGet contactGETRetrieves a specific contact's complete profile.
list_contactsList contactsGETLists contacts from a view with pagination support.
update_contactUpdate contactPUTUpdates a contact's information in Freshsales.
upsert_contactUpsert contactPOSTCreates or updates a Freshworks CRM contact keyed on a unique field.

Account, 5 operations

create_accountCreate accountPOSTCreates a new account/company in Freshsales CRM.
delete_accountDelete accountDELETEDeletes an account from the Freshsales CRM.
get_accountGet accountGETRetrieves a specific account's complete details.
list_accountsList accountsGETLists company/account records from a view.
update_accountUpdate accountPUTUpdates an account's information in Freshsales.

Deal, 5 operations

create_dealCreate dealPOSTCreates a new deal/opportunity in the sales pipeline.
delete_dealDelete dealDELETEDeletes a deal from the Freshsales CRM.
get_dealGet dealGETRetrieves a specific deal's complete details.
list_dealsList dealsGETLists deals/opportunities from a view with pipeline and stage information.
update_dealUpdate dealPUTUpdates a deal's stage, value, or other properties.

Task, 5 operations

create_taskCreate taskPOSTCreates a task linked to a lead, contact, deal, or account.
delete_taskDelete taskDELETEDeletes a task from Freshsales.
get_taskGet taskGETRetrieves a specific task's details.
list_tasksList tasksGETLists Freshworks CRM tasks for a given filter.
update_taskUpdate taskPUTUpdates a task's details or status.

Lead, 4 operations

convert_leadConvert leadPOSTConverts a qualified lead into a contact, account, and optionally a deal.
delete_leadDelete leadDELETEDeletes a lead from the Freshsales CRM.
get_leadGet leadGETRetrieves a specific lead's complete profile and activity history.
update_leadUpdate leadPUTUpdates a lead's information, stage, or assignment in Freshsales.

Appointment, 2 operations

create_appointmentCreate appointmentPOSTCreates an appointment/meeting linked to a CRM record.
list_appointmentsList appointmentsGETLists Freshworks CRM appointments for a given filter.

Record, 2 operations

lookupLookupGETLooks up records by a specific field value.
searchSearchGETSearches across all CRM entities for matching records.

Activity, 1 operation

list_contact_activitiesList contact activitiesGETLists the activity timeline of a Freshworks CRM contact.

Note, 1 operation

create_noteCreate notePOSTCreates a note attached to a lead, contact, deal, or account.

Sales activity, 1 operation

create_sales_activityCreate sales activityPOSTLogs a sales activity (call, email, meeting) to a CRM record.

User, 1 operation

list_selector_ownersList selector ownersGETLists Freshworks CRM users usable as record owners.

View, 1 operation

list_contact_filtersList contact filtersGETLists the saved contact views and their identifiers.

Freshsales API rate limits

400 requests per minute
1,000 requests per hour

Rate limits vary by plan. Free/Growth: 1000/hr, Pro: 2000/hr, Enterprise: 5000/hr. All plans: 400 requests/min.

These are the limits Freshsales documents, not ones LiveContext measured. They can change and often depend on your plan, so check the Freshsales documentation for current values.

Use Freshsales from Claude Code, Cursor or Codex

Connect Freshsales in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Freshsales operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Freshsales

Create your workspace
Sign up free. Nothing to install.
Connect Freshsales once
Add your Freshsales connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Freshsales integration FAQ

What can you do with the Freshsales integration?

LiveContext exposes 34 operations on Freshsales, covering contact, account, deal and task. Common uses include data cleanup, data enrichment and CRM maintenance.

What are the Freshsales API rate limits?

Freshsales documents 400 requests per minute and 1,000 requests per hour. Rate limits vary by plan. Free/Growth: 1000/hr, Pro: 2000/hr, Enterprise: 5000/hr. All plans: 400 requests/min. Limits are set by Freshsales and can depend on your plan.