What to Ask Leina to Do with Freshsales
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Find a saved view and inspect contacts against supplied criteria.
Find Freshsales saved contact view [name], list its contacts and inspect contacts [IDs]. Compare available details with [criteria] and summarize missing or conflicting information.
Write supplied details to a specified contact.
Update Freshsales contact [ID] using [contact field changes and custom fields]. Report the updated contact details.
Get Started with Freshsales
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Connect Your Account
Connect with a Freshworks CRM API key and bundle alias.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Freshsales Capabilities
Discover saved contact views, read their contacts and inspect individual records with optional related data. AI can summarize contact information or apply requested contact changes, including custom fields accepted by Freshsales.
- Contact lookup
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Read saved contact views and individual contact details.
- List Contact Filters
- List Contacts
- Contact changes
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Create or update contact records or delete a specified contact.
- Create Contact
- Update Contact
View All 6 Actions
- List Contact Filters
- List Contacts
- Get Contact
- Create Contact
- Update Contact
- Delete Contact
Frequently Asked Questions
Can I list contacts without choosing a view?
Contact listing requires a saved view ID. Discover available filters to identify the intended view.
Can I update custom contact fields?
Yes. Supply the custom field values in the contact payload using the fields accepted by your Freshsales account.
Can a contact include related records?
Individual contact lookup accepts include values to expand related data. Request the relationships relevant to your task.
Your AI employee for Freshsales
Tell Leina what you need in your team chat. Include the source, destination, and expected result.