Freshsales MCP connector

Freshsales is an AI-powered CRM platform that helps sales teams organize customer relationships, manage pipelines, and close deals faster. The Freshsales MCP connector allows AI agents to create and update contacts, manage accounts, and track sales activities. It also supports retrieving customer information, organizing leads, and maintaining deal records across your sales environment.

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:

• Build a contact database by capturing prospect information from multiple sources into Freshsales
• Accelerate lead qualification by automatically creating contacts with enriched company and industry data
• Enable sales teams to focus on selling by eliminating manual contact entry workflows
• Maintain data consistency across your CRM by centralizing contact creation from various business applications
• Reduce duplicate records by integrating contact creation workflows with deduplication logic
• Onboard new customers faster by automatically creating Freshsales contacts during account signup
• Improve lead response time by instantly registering website inquiries as contacts in Freshsales

Example prompts

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

• Create a new contact in Freshsales for Sarah Chen from Acme Corp with the email sarah.chen@acmecorp.com.
• Add a contact to Freshsales when someone submits a form on our website.
• Create a contact in Freshsales and assign them to our enterprise sales team.
• Set up a workflow to automatically create Freshsales contacts from our event registration system.
• Create a contact in Freshsales with a phone number and mark them as a high-priority lead.
• Add contacts from our marketing platform into Freshsales as soon as they download a whitepaper.
• Create a contact in Freshsales with custom fields for industry and company size.
• Automatically create Freshsales contacts when we receive inbound email inquiries.
• Create a contact in Freshsales and send them a welcome email in the same workflow.
• Add a contact to Freshsales with tags indicating their product interest and lead source.

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.

Tool	Description
freshsales_freshsalescreatecontact_invoke	Creates a new contact record in Freshsales with the provided information.