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Freshsales

这是基于Python标准库的Freshsales CRM集成工具，无额外依赖，适配Python3.10+。核心功能涵盖联系人/线索/交易/任务管理、活动记录、销售序列运维、多维度报表等，支持自定义筛选搜索。适用于销售团队客资管理、线索跟踪、交易管道监控、销售自动化，通过CLI命令操作，需配置API密钥与域名，输出默认JSON，可切换为可读格式，且不本地存数据。

aiwithabidi
aiwithabidi
热度 57.91
最近更新 2026-05-10 17:40:54
分类：营销依赖：代码执行 / 第三方 API应用场景：CRM / 任务管理 / 报告撰写 / 自动化脚本

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add freshsales
Metadata
name
freshsales
description
Freshsales CRM integration — manage contacts, leads, deals, accounts, tasks, and sales sequences via the Freshsales API. Track deal pipelines, automate lead assignments, log activities, and generate sales reports. Built for AI agents — Python stdlib only, no dependencies. Use for sales CRM, contact management, deal tracking, pipeline reporting, and sales automation.
homepage
https://www.agxntsix.ai
license
MIT
compatibility
Python 3.10+ (stdlib only — no dependencies)
metadata
{"openclaw":{"emoji":"🟢","requires":{"env":["FRESHSALES_API_KEY","FRESHSALES_DOMAIN"]},"primaryEnv":"FRESHSALES_API_KEY","homepage":"https://www.agxntsix.ai"}}

🟢 Freshsales

Freshsales CRM integration — manage contacts, leads, deals, accounts, tasks, and sales sequences via the Freshsales API.

Features

  • Manage contacts — create, update, search, and segment
  • Lead tracking — capture, qualify, assign, and convert
  • Deal pipeline — stages, values, forecasting, and won/lost
  • Account management — company profiles and hierarchies
  • Task management — create, assign, and track sales tasks
  • Activity logging — calls, emails, meetings, and notes
  • Sales sequences — view and manage outreach campaigns
  • Search across contacts, leads, deals, and accounts
  • Reports — pipeline value, conversion rates, activity metrics
  • Filters — custom views with field-level filtering

Requirements

Variable Required Description
FRESHSALES_API_KEY ✅ API key/token for Freshsales
FRESHSALES_DOMAIN ✅ Your Freshsales domain (e.g. yourorg.freshsales.io)

Quick Start

# List contacts
python3 {baseDir}/scripts/freshsales.py contacts --limit 20

# Get contact details
python3 {baseDir}/scripts/freshsales.py contact-get 12345

# Create a contact
python3 {baseDir}/scripts/freshsales.py contact-create '{"first_name":"Jane","last_name":"Doe","email":"jane@example.com"}'

# Update a contact
python3 {baseDir}/scripts/freshsales.py contact-update 12345 '{"lead_score":85}'

Commands

contacts

List contacts.

python3 {baseDir}/scripts/freshsales.py contacts --limit 20

contact-get

Get contact details.

python3 {baseDir}/scripts/freshsales.py contact-get 12345

contact-create

Create a contact.

python3 {baseDir}/scripts/freshsales.py contact-create '{"first_name":"Jane","last_name":"Doe","email":"jane@example.com"}'

contact-update

Update a contact.

python3 {baseDir}/scripts/freshsales.py contact-update 12345 '{"lead_score":85}'

leads

List leads.

python3 {baseDir}/scripts/freshsales.py leads --limit 20 --sort updated_at

lead-create

Create a lead.

python3 {baseDir}/scripts/freshsales.py lead-create '{"first_name":"John","company":"Acme"}'

deals

List deals.

python3 {baseDir}/scripts/freshsales.py deals --limit 20

deal-create

Create a deal.

python3 {baseDir}/scripts/freshsales.py deal-create '{"name":"Acme Upgrade","amount":50000}'

deal-update

Update deal stage.

python3 {baseDir}/scripts/freshsales.py deal-update 789 '{"deal_stage_id":3}'

accounts

List accounts.

python3 {baseDir}/scripts/freshsales.py accounts --limit 20

tasks

List tasks.

python3 {baseDir}/scripts/freshsales.py tasks --limit 10 --status open

task-create

Create a task.

python3 {baseDir}/scripts/freshsales.py task-create '{"title":"Follow up with Acme","due_date":"2026-03-01"}'

search

Search across all entities.

python3 {baseDir}/scripts/freshsales.py search "Acme"

activities

List recent activities.

python3 {baseDir}/scripts/freshsales.py activities --limit 20

pipeline

Pipeline summary.

python3 {baseDir}/scripts/freshsales.py pipeline

Output Format

All commands output JSON by default. Add --human for readable formatted output.

# JSON (default, for programmatic use)
python3 {baseDir}/scripts/freshsales.py contacts --limit 5

# Human-readable
python3 {baseDir}/scripts/freshsales.py contacts --limit 5 --human

Script Reference

Script Description
{baseDir}/scripts/freshsales.py Main CLI — all Freshsales operations

Data Policy

This skill never stores data locally. All requests go directly to the Freshsales API and results are returned to stdout. Your data stays on Freshsales servers.

Credits

Built by M. Abidi | agxntsix.ai YouTube | GitHub Part of the AgxntSix Skill Suite for OpenClaw agents.

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