Freshsales joins HeyRik's CRM integrations with two live-call tools: exact-email contact lookup and separately enabled new-contact creation. Your assistant can check an existing enquiry or save confirmed details while the caller is still on the line, rather than waiting for a call-end webhook.
For Indian sales and admissions teams already using Freshsales, this offers a small, focused workflow. It does not migrate your CRM, automate outreach or guarantee India data residency.
Start with lookup; enable creation separately
Enable freshsales_find_contact to look up a caller-confirmed email. A single exact match returns only the contact ID, name and confirmed email—not private notes, deals or other CRM fields. Multiple matches are treated as ambiguous.
The optional freshsales_create_contact tool requires a confirmed name, email and explicit agreement to save them. Phone is optional and must include its country code. It checks for an existing email first and returns that contact instead of overwriting it. Provider permissions remain authoritative.
Connect an assistant
- 1Open Connected apps and select your assistant, then attach Freshsales.
- 2Use an API key whose user has only the contact access required. This release supports accounts on your-team.freshsales.io, not Freshsales Suite tenants on myfreshworks.com or custom domains.
- 3Enter your subdomain and key. Saving verifies a read request and encrypts the key; it does not create a contact. Changing the subdomain requires entering a key again.
- 4Enable lookup and, if needed, creation. Instruct the assistant to confirm details and obtain agreement before saving. Enabled tools apply to new calls.
- 5Test known, unknown and duplicate emails, declined consent and provider errors before using the connection with real callers.
Protect the caller and handle uncertainty
An email match is not identity verification. Follow your normal verification process before sharing stored information. Contact context reaches the AI provider and may appear in tool logs; review privacy notices and staff access.
Requests are bounded and are not automatically retried. If a creation request times out, it may already have succeeded: the assistant must not promise success or repeat the write. Reconcile by lookup or hand the enquiry to your team. Disabling or disconnecting blocks later actions, but an in-flight request may finish.
Deliberately limited scope
This release does not update existing contacts, create deals, bulk-import records or sync call summaries. It uses the existing backend tool execution path, so no separate worker or new admin credential is needed.
A little more before you begin.
Does it work with every Freshsales tenant?
No. This version supports freshsales.io subdomains only. Freshsales Suite tenants on myfreshworks.com are not supported.
Will it overwrite an existing contact?
No. An exact email match returns the existing contact without changing it.
Is new-contact creation always enabled?
No. It is a separate permission and requires the caller's confirmed details and agreement to save them.
Start here
Connect your Freshsales contacts
Build a voice agent, upload your list or connect your leads, and run your first campaign on HeyRik — free to start, no credit card required.