Freshsales
CRM & supportCredentials form
Search and manage contacts, accounts, deals, tasks and notes in Freshsales (Freshworks CRM).
16 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| freshsales_searchSearches contacts, accounts and deals by a keyword in their name, email or other text fields | read | Personal data | |
| freshsales_lookupFinds records whose field exactly equals a value, e.g | read | Personal data | |
| freshsales_list_contact_viewsLists saved contact views (filters) with their ids, for listing contacts | read | General | |
| freshsales_list_contactsLists the contacts in a saved view, a page at a time, optionally sorted | read | Personal data | |
| freshsales_get_contactReturns a contact, optionally with related records such as owner, accounts, deals, notes or tasks embedded | read | Personal data | |
| freshsales_create_contactCreates a contact | write | Personal data | |
| freshsales_update_contactUpdates the given fields of a contact; fields left out are unchanged | write | Personal data | |
| freshsales_upsert_contactUpdates the contact with this email, or creates it when none exists, so repeated syncs do not create duplicates | write | Personal data | |
| freshsales_get_accountReturns an account (company), optionally with its contacts, deals, owner, notes or tasks embedded | read | Personal data | |
| freshsales_create_accountCreates an account (company) with a name and optional website, phone, industry, owner and custom fields | write | Personal data | |
| freshsales_get_dealReturns a deal with its amount, stage and close date, optionally with owner, contacts or account embedded | read | Personal data | |
| freshsales_create_dealCreates a deal with a name and optional amount, account, stage, close date, contacts and owner | write | Personal data | |
| freshsales_update_dealUpdates the given fields of a deal, such as its stage, amount or expected close date | write | Personal data | |
| freshsales_list_tasksLists the connected user's tasks for one filter: open, due today, due tomorrow, overdue or completed | read | Personal data | |
| freshsales_create_taskCreates a task with a due date on a contact, account or deal, owned by a user | write | Personal data | |
| freshsales_create_noteAdds a note to a contact, account or deal | write | Personal data |