A lightweight, zero-dependency Python skill for AI agents to manage the entire Freshsales CRM lifecycle including contacts, leads, and deal pipelines.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install freshsales
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install freshsales using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Freshsales CRM Integration?
Freshsales is a professional-grade CRM integration designed specifically for the Openclaw Skills ecosystem. Built with a focus on efficiency and security, it utilizes the Python standard library to interface directly with the Freshsales API without requiring external dependencies. This skill empowers developers to build AI agents capable of managing contacts, tracking lead conversions, and overseeing complex deal pipelines.
By integrating this skill, users can automate the tedious aspects of CRM management, such as activity logging and task creation. It serves as a bridge between your sales data and AI-driven automation, ensuring that your sales team stays focused on closing deals while the agent handles the data orchestration. The design ensures high portability and easy deployment across various environments.
Freshsales CRM Integration Use Cases
- Automating lead capture and initial qualification based on AI analysis of incoming inquiries.
- Maintaining up-to-date deal pipelines by programmatically updating stages and forecasting values.
- Streamlining account management by syncing company profiles and hierarchies across platforms.
- Generating automated sales activity reports to track team performance and conversion rates.
- Organizing daily outreach by creating and assigning tasks based on lead scores and activity triggers.
How Freshsales CRM Integration Works
- The user provides authentication through the FRESHSALES_API_KEY and FRESHSALES_DOMAIN environment variables.
- The AI agent invokes the specialized Python script using specific CLI commands like contact-create or deal-update.
- The script processes the request using standard Python libraries to communicate securely with the Freshsales REST API.
- Real-time data is retrieved or modified on the Freshsales servers without any local data persistence, ensuring privacy.
- The output is returned to the agent in JSON format for programmatic processing or human-readable format for direct review.
Freshsales CRM Integration Setup
To get started with this skill in your environment, configure your Freshsales credentials. Ensure you are running Python 3.10 or higher.
# Set environment variables
export FRESHSALES_API_KEY="your_api_token"
export FRESHSALES_DOMAIN="yourorg.freshsales.io"
# Verify the installation by listing recent contacts
python3 scripts/freshsales.py contacts --limit 5 --human
Freshsales CRM Integration Data Schema & Taxonomy
The skill interacts with several core CRM entities. Data is consistently returned as JSON objects to facilitate seamless integration within Openclaw Skills workflows.
| Entity | Key Attributes | Purpose |
|---|---|---|
| Contacts | first_name, last_name, email, lead_score | Individual person records and engagement tracking. |
| Leads | company, status, owner_id | Prospecting data for initial sales stages. |
| Deals | name, amount, deal_stage_id, closing_date | Revenue opportunities and pipeline tracking. |
| Accounts | name, website, industry, address | Organization-level data and business hierarchies. |
| Tasks | title, due_date, status, targetable_id | Actionable follow-ups and scheduled sales activities. |
Freshsales CRM Integration Advanced Features
- Multi-entity search functionality to find relevant records across contacts, leads, and accounts simultaneously.
- Field-level filtering for creating custom data views tailored to specific agent needs.
- Support for sales sequences management to oversee automated outreach campaigns.
- Comprehensive pipeline summaries to provide high-level snapshots of sales health.
- Zero-dependency architecture ensuring maximum compatibility within the Openclaw Skills framework.
SKILL.md
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