What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
CRM solution for managing leads and deals via Freshsales
Example
"Add contact to Freshsales when a new Calendly meeting is scheduled"
Memory Recall
Track sales pipeline changes and lead activity.
Example
"Get deal status history and lead reassignment logs in Freshsales."
Instant Reaction
Alert sales when a Freshsales deal update fails due to field validation.
Example
"Notify if deal stage cannot be updated due to missing owner."
Autonomous Routine
Monitor pipeline activity, deal progression, and sync logs.
Example
"Weekly report on failed CRM updates by field."
Agent-Initiated Action
Auto-correct records or reassign ownership.
Example
"Assign to default owner if missing on update attempt."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync contact and deals
Google Sheets
Track sales pipeline
Slack
Notify reps of updates
Try It with Your Agent
Example Prompt:
"When lead is moved to 'won' in Freshsales, update Sheets and notify team in Slack."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Freshsales in Fastn UCL: Navigate to the Connectors section and select Freshsales, then click Connect.
2
Authenticate using OAuth to authorize CRM access.
3
Enable “create_lead” and “log_activity” in the Actions tab.
4
Use the AI Agent to manage pipeline or update contacts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
