Register the contact
Collect the name, contact details and company information you need.
Freshsales integration for AI phone lead capture
Keep new phone enquiries moving while your sales team is occupied. Your assistant can gather the contact information and customer need, ready for follow-up in Freshsales.
Plan your integration
Your assistant. Your software.
What you can connect with Freshsales
Capture a deal
Add the agreed opportunity details to your sales process.
Keep the next action
Include a note or follow-up task so the enquiry is ready to handle.
Getting started
Select the Freshsales account, fields and deal behaviour. We review existing contact matching and test a sample call against your required values and ownership rules.
What you need
- Freshsales account access for the integration
- Contact and deal fields to populate
- Assignment and next-action rules
Frequently asked questions
About the Freshsales integration.
