Freshsales Skill

Manage sales with Freshsales CRM powered by AI and automation.

Quick Install

curl -sSL https://canifi.com/skills/freshsales/install.sh | bash

Or manually:

cp -r skills/freshsales ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set FRESHSALES_API_KEY "your_api_key"
canifi-env set FRESHSALES_DOMAIN "your_domain.freshsales.io"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

Complete the Browser Automation Setup using CDP mode
Login to the service manually in the Playwright-controlled Chrome window
Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

Contact Management: Manage contacts with AI-powered scoring and insights
Deal Pipeline: Track deals with visual pipeline and forecasting
Email & Phone: Integrated email and phone with automatic logging
AI Assistant: Use Freddy AI for lead scoring and next actions
Sequence Automation: Create automated sales sequences and workflows

Usage Examples

Create Contact

User: "Add Sarah Williams as a new contact in Freshsales"
Assistant: Creates contact with AI enrichment

View Pipeline

User: "Show me my Freshsales deal pipeline"
Assistant: Returns deals organized by stage

Start Sequence

User: "Add the new lead to the onboarding sequence"
Assistant: Enrolls contact in automated sequence

Check AI Insights

User: "What deals should I focus on today?"
Assistant: Returns AI-recommended priority deals

Authentication Flow

Get API key from Freshsales admin settings
Use API key in request header
Domain-specific API endpoint
No refresh needed for API key auth

Error Handling

| Error | Cause | Solution | |-------|-------|----------| | 401 Unauthorized | Invalid API key | Verify API key | | 403 Forbidden | Insufficient permissions | Check admin access | | 429 Rate Limited | Too many requests | Implement backoff | | 404 Not Found | Resource doesn't exist | Verify ID |

Notes

Part of Freshworks suite
Free tier available for small teams
Freddy AI for intelligent insights
Native phone and email integration
Mobile app for field sales
Customizable sales processes