Freshsales

• Clone deal

  Clone a Freshsales deal, optionally overriding fields on the new deal.

• Clone sales account

  Clone a Freshsales sales account, optionally overriding fields on the new account.

• Create appointment

  Create a Freshsales appointment, optionally linked to a CRM record or attendees, and return its ID and related records.

• Create contact

  Create a Freshsales contact identified by email addresses, mobile number, Twitter username, or external ID and return its ID and contact fields.

• Create cpq document

  Create a Freshsales quote or other CPQ document and return its confirmed ID.

• Create custom field

  Create a persistent custom field on one explicit Freshsales entity form.

• Create custom module

  Create a tenant-wide Freshsales custom-module definition and return its ID and internal entity name.

• Create custom module record

  Create one record in a named Freshsales custom module and return its record ID and fields.

• Create deal

  Create a Freshsales deal associated with exactly one existing or new sales account.

• Create document link

  Attach a web document URL to one explicit Freshsales CRM record.

• Create marketing list

  Create an empty Freshsales marketing list.

• Create note

  Create a Freshsales note on one lead, contact, sales account, or deal.

• Create product

  Create a Freshsales CPQ product and return the provider-confirmed product ID.

• Create sales account

  Create a Freshsales sales account with standard, parent-account, or tenant-defined fields.

• Create sales activity

  Create a Freshsales sales activity with all provider-mandatory time, owner, type, and CRM-target fields.

• Create task

  Create a Freshsales task with every provider-mandatory assignment, due-date, and CRM-target field.

• Delete appointment

  Delete one Freshsales appointment by ID.

• Delete contacts

  Delete one or more Freshsales contacts through ordinary deletion rather than permanent forget.

• Delete cpq document

  Soft-delete one Freshsales CPQ document so it can be restored.

• Delete custom module

  Delete a Freshsales custom-module definition and change the tenant's CRM schema.

• Delete custom module records

  Delete one or more records from a named Freshsales custom module through ordinary deletion.

• Delete deals

  Ordinarily delete one deal or bulk-delete multiple deals.

• Delete note

  Permanently delete one Freshsales note.

• Delete product

  Soft-delete one Freshsales CPQ product so it can be restored.

• Delete sales accounts

  Ordinarily delete one account or bulk-delete multiple accounts.

• Delete sales activity

  Delete one Freshsales sales activity after confirming the provider success code.

• Delete task

  Delete one Freshsales task and return provider-confirmed deletion fields.

• Forget contact

  Permanently and irreversibly erase one Freshsales contact and associated data.

• Forget cpq document

  Permanently and irreversibly delete one CPQ document and all associated data.

• Forget custom module record

  Permanently and irreversibly erase one Freshsales custom-module record and associated data.

• Forget deal

  IRREVERSIBLE: permanently erase one Freshsales deal and associated data.

• Forget sales account

  IRREVERSIBLE: permanently erase one Freshsales sales account and associated data.

• Get appointment

  Return one Freshsales appointment and its related attendees, users, conferences, and notes.

• Get contact

  Return one Freshsales contact by ID, optionally including related resources.

• Get cpq document

  Get one Freshsales CPQ document, optionally including product line items.

• Get custom module

  Return one Freshsales custom-module definition by ID, including the entity name required by custom-module record tools.

• Get custom module record

  Return one record by ID from a named Freshsales custom module.

• Get deal

  Get one Freshsales deal by ID, optionally with related resources.

• Get job status

  Get bounded, single-request progress and failure details for one Freshsales bulk-upsert job; this does not poll.

• Get product

  Get one Freshsales CPQ product, optionally including pricing.

• Get sales account

  Get one Freshsales sales account by ID, optionally with related resources.

• Get sales activity

  Get one Freshsales sales activity by ID.

• Get task

  Get one Freshsales task by ID, optionally with collaborators and its CRM target.

• List appointments

  Return one page selected by Freshsales's required appointment filter.

• List configuration options

  List one Freshsales configuration option family for IDs needed by CRM operations.

• List contact activities

  Return activity history for one Freshsales contact.

• List contact document associations

  List the file and web-link associations attached to one Freshsales contact, including referenced links, users, and provider totals.

• List contact fields

  List Freshsales contact field definitions, internal names, types, choices, and tenant form metadata for use in contact create and update calls.

• List contacts by view

  Return one explicitly numbered page from a saved Freshsales contact view, including shaped page totals and the next page number when available.

• List contact views

  List saved Freshsales contact views and their IDs for use with contact listing tools.

• List cpq document related products

  List the typed product records associated with one Freshsales CPQ document.

• List custom module records

  Return one saved-view page of records from a named Freshsales custom module and a page cursor when more records are available.

And 44 more in Definable.