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:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. 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

1. Contact Management: Manage contacts with AI-powered scoring and insights
2. Deal Pipeline: Track deals with visual pipeline and forecasting
3. Email & Phone: Integrated email and phone with automatic logging
4. AI Assistant: Use Freddy AI for lead scoring and next actions
5. 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

1. Get API key from Freshsales admin settings
2. Use API key in request header
3. Domain-specific API endpoint
4. 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