AI Agent for
Freshsales
Connect Freshsales to your AI voice and chat agent to search contacts, look up deals, manage accounts, and leverage lead scoring — all during live calls.
How It Works
Get your Freshsales AI Agent up and running in minutes.
Log into the Client Portal and assign Freshsales to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Your AI starts answering calls with live Freshsales data — matching callers to contacts, providing deal updates, and scoring leads automatically.
Key Features
Everything your AI needs to handle Freshsales inquiries like a pro.
Contact Search
Your AI searches Freshsales contacts by phone, email, or name — pulling up the full profile, lead score, lifecycle stage, and recent activities before the caller finishes introducing themselves.
Deal Lookup
Callers get real-time deal updates. Your AI accesses deal stage, value, probability, expected close date, and all associated notes directly from your Freshsales pipeline.
Account Management
Your AI pulls up account-level data — company details, associated contacts, open deals, and support tickets — giving callers comprehensive, context-aware answers.
Lead Scoring
Freddy AI lead scores are visible to your phone agent. High-scoring leads get priority treatment — faster transfers to sales reps, more detailed qualification, and VIP handling.
AI Agent for Freshsales Example Prompts
Copy and paste these prompts into your Freshsales AI Agent prompt box to get started quickly.
"When a new caller expresses interest, create a lead in Freshsales with their contact details and the source of the inquiry. Ask what specific problem they are trying to solve and add that to the lead notes."
Example 2 — Lead Scoring Context:
"Before transferring a call to sales, look up the lead in Freshsales to check their lead score and recent engagement. Brief the sales rep on the lead's history and interest level when transferring."
Example 3 — Existing Customer Lookup:
"If someone calls and says they are an existing customer, search Freshsales by phone or email. Review their account history and recent interactions so you can provide informed, personalized assistance."
See It in Action
Here's how your AI Agent for Freshsales handles a real conversation.
Hi, I'm calling about the software demo that was scheduled for our team.
I'd be happy to help. Can I get your name?
Chris Donovan, from TechBridge LLC.
Hi Chris! I see your account. The product demo is scheduled for this Thursday at 2 PM with your account exec, Nina. Your team has 5 seats confirmed. Nina also noted she'll be covering the enterprise analytics module you asked about. Would you like me to confirm, reschedule, or connect you with Nina?
Frequently Asked Questions
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