Freshsales integration
Sales CRM software. Use Freshsales from Zoft voice agents, chat agents, workflows and AI employees.
- Username and password
- 2 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Freshsales
Create Contact - AndCustom API Call
Zoft + Freshsales
What Zoft can do with Freshsales.
- 01Voice agentsA phone agent can use Freshsales actions such as Create Contact and Custom API Call during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Freshsales while it talks to the customer.
- 03WorkflowsUse Freshsales as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Freshsales actions on its own, and ask for your approval before it sends or changes anything important.
Actions 2
Things Zoft can do in Freshsales.
- Custom API CallMake a custom API call to a specific endpoint
- Create ContactAdd new contact in Freshsales CRM
Setup
Connect Freshsales in three steps.
- 01ConnectChoose Freshsales in Connections and enter the username and password for your Freshsales account.
- 02Put it to workAdd Freshsales as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Freshsales on Zoft, answered.
What can Zoft do with Freshsales?
Zoft supports 2 actions for Freshsales. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Freshsales to Zoft?
Choose Freshsales in Connections and enter the username and password for your Freshsales account.
Can a voice agent or chat agent use Freshsales?
Yes. Once Freshsales is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Freshsales without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.