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Freshsales

提供 Python 命令行脚本调用 Freshsales API,支持联系人、线索、交易、账户、任务与活动的查询、创建和更新,并可输出管道摘要与跨实体搜索;默认输出 JSON,加 --human 输出可读文本;不本地存储数据,需配置 API 密钥与域名。

aiwithabidi
aiwithabidi
热度 57.77
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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