Freshsales (part of Freshworks) has a clean REST API keyed by a per-user API token. The chat widget and AI voice agent push new contacts and deals into Freshsales, with conversation summaries logged as Notes or Activities.
Freshsales workflows can call outbound webhooks back to Small Business Chatbot. That lets Freshsales drive AI follow-up sequences: when a lead reaches a stage, when a deal is updated, when a custom field changes.
Popular workflow recipes
When this happens → do thatTriggers & Actions
4 triggers · 4 actionsA Contact, Lead, or Deal is created in Freshsales from any source (chat, web form, manual entry).
A Freshsales Deal or Lead moves between stages or has its status updated.
Any Freshsales property or custom field changes value — use it as a trigger for AI follow-ups.
A Freshsales record is reassigned to a different sales rep or team.
From chat, voice, and form submissions.
Log calls, chats, and AI summaries on the contact.
Honor Freshsales territory and round-robin rules.
Programmatically when the AI qualifies or disqualifies.
How to connect Freshsales Suite
~10 minutes- The current product name is Freshsales Suite — the 2020-2022 'Freshworks CRM' rebrand was reverted.
- Don't confuse Freshsales with Freshdesk. They share an account but have separate APIs and domain paths.