--- title: Freshsales API Integration on Truto slug: freshsales category: CRM canonical: "https://truto.one/integrations/detail/freshsales/" --- # Freshsales API Integration on Truto **Category:** CRM **Status:** Generally available ## Unified APIs ### Unified CRM API - **Accounts** — The accounts represent a company in a CRM. - **Contacts** — The contacts represent an existing point of contact at a company in a CRM. - **Engagements** — The engagements represent an interaction noted in a CRM. - **Field Groups** — Represents a group of fields in a CRM. - **Fields** — The fields of entities in a CRM. - **Notes** — The notes represent a note on another object in a CRM. - **Opportunities** — The opportunities represent an opportunity in a CRM. - **Pipelines** — - **Stages** — The stages represent a stage of an opportunity in a CRM. - **Tasks** — The tasks represent a task in a CRM. - **Users** — The users represent a user in a CRM. - **Views** — ### Unified User Directory API - **Users** — The User object represents a User. ### Unified Search API - **Search** — Search endpoint for all the apps. ## How it works 1. **Link your customer's Freshsales account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach Freshsales.** The Proxy API is a 1-to-1 mapping of the Freshsales API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Enrich and route leads into Freshsales in real time** — Intent data and enrichment SaaS companies can automatically create or update Contacts and Accounts in their customers' Freshsales instances, populate custom Fields with firmographic or intent signals, and create Tasks assigned to the right User (SDR) for immediate follow-up. - **Log external activities into the Freshsales timeline** — Conversational intelligence, webinar, or meeting platforms can push call transcripts, AI summaries, and engagement data as Engagements or Notes linked to the correct Contact and Opportunity — keeping sales reps in one tool without losing context. - **Automate proposal and contract workflows from deal data** — E-signature and CPQ platforms can pull Contact and Opportunity details to auto-populate documents, then write back Stage updates and Notes when a contract is signed, eliminating manual data entry for sales teams. - **Trigger post-sale workflows when deals close** — Customer success and onboarding platforms can monitor Opportunity Stages via the API, automatically importing Account and Contact data to kick off playbooks the moment a deal moves to Closed Won. - **Sync health scores and churn signals back into Freshsales** — CS platforms can write product usage metrics or churn risk scores into custom Fields on Accounts, and create Tasks for Account Executives to intervene — giving revenue teams a single pane of glass inside Freshsales. ## What you can build - **Automated lead-to-CRM enrichment pipeline** — Create and update Contacts and Accounts in Freshsales with enrichment data, assign them to the correct User via routing rules, and populate custom Fields with scores or tags. - **Post-call activity sync** — After every sales call, automatically push the transcript summary and action items as an Engagement or Note linked to the matching Contact and Opportunity in Freshsales. - **Deal-stage webhook automation** — Read Pipeline and Stage configurations to trigger downstream workflows — like onboarding sequences or billing events — whenever an Opportunity moves to a target stage. - **Two-way custom field mapping** — Use the Fields and Field Groups resources to discover custom schema in each customer's Freshsales instance and map proprietary data (health scores, subscription tiers, intent signals) to the right fields automatically. - **Document auto-population from deal context** — Pull Contact, Account, and Opportunity data to pre-fill proposals or contracts, then update the Opportunity Stage and attach a signed-document link as a Note when execution completes. - **Rep-aware task creation** — Fetch the Users list to resolve sales ownership, then create high-priority Tasks assigned to the correct rep when your product detects an event that needs human action — like a churn risk alert or a hot inbound lead. ## FAQs ### Which Freshsales objects can I access through Truto's Unified CRM API? The Unified CRM API exposes Accounts, Contacts, Opportunities (Deals), Pipelines, Stages, Engagements, Notes, Tasks, Users, Fields, Field Groups, and Views. You can also access Users through the Unified User Directory API and perform lookups via the Unified Search API. ### How does Freshsales handle Leads vs. Contacts? Freshsales has largely unified Leads into Contacts using lifecycle stages rather than separate objects. When you work with the Contacts resource through Truto, you are accessing both traditional leads and contacts as managed by Freshsales. ### Can I read and write custom fields in Freshsales through Truto? Yes. The Unified CRM API includes Fields and Field Groups resources, which let you discover each customer's custom schema and read or write values to custom fields on Contacts, Accounts, Opportunities, and other supported objects. ### How does authentication work for connecting end users' Freshsales accounts? Truto manages the full auth flow for your end users, including token exchange and refresh. Your application does not need to handle Freshsales OAuth credentials or API key management directly. ### Are there specific tools available for Freshsales, or is support API-only? Currently there are no pre-built tools for Freshsales. Integration is available through the Unified CRM API, Unified User Directory API, and Unified Search API. Additional tools or custom resources can be built on request. ### Does Truto handle pagination and rate limiting for Freshsales API calls? Yes. Truto abstracts away Freshsales-specific pagination logic and rate limit handling. Your application makes standard requests against the Unified API and Truto manages retries and cursor management behind the scenes.