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Freshsales MCP connector

Updated 

Freshsales is Freshworks' AI-powered CRM platform built to help sales teams manage leads and customer relationships. The Freshsales MCP connector allows AI agents to create and manage contacts within a sales tenant. It also supports broader customer data management tasks that keep sales pipelines accurate and up to date.

Authentication type

  • API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the Freshsales MCP connector to perform the following actions:

  • Add new leads to Freshsales instantly from web forms or chat
  • Capture customer details from conversations directly into Freshsales
  • Automate contact creation after trade shows or webinar sign-ups
  • Sync new customer inquiries directly into the Freshsales CRM
  • Build contact records from email replies without manual entry
  • Streamline lead intake by creating contacts as they're identified
  • Reduce data entry time by automating contact creation in Freshsales
  • Keep sales pipelines updated with fresh contact information

Example prompts

Use the following example prompts to invoke Freshsales MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Add John Smith as a new contact in Freshsales.
  • Create a contact for the customer I just spoke with in Freshsales.
  • Save this lead's information as a new Freshsales contact.
  • Add a new contact in Freshsales with this email and phone number.
  • Create a Freshsales contact for the person who filled out our form.
  • Add this trade show lead to Freshsales as a contact.
  • Create a new contact in Freshsales for our latest webinar sign-up.
  • Save Sarah's contact details to Freshsales.
  • Add a new customer contact to our Freshsales CRM.
  • Create a contact record in Freshsales for this new inquiry.

Freshsales MCP connector tools

The Freshsales MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
freshsales_freshsalescreatecontact_invokeCreate a new contact in Freshsales
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