AI Agent for Freshsales | One Dash Zero

How It Works

Get up and running in minutes — no code required.

1

Log into the Client Portal and assign Freshsales to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts answering calls with live Freshsales data — matching callers to contacts, providing deal updates, and scoring leads automatically.

Key Features

Everything your AI needs to handle Freshsales inquiries like a pro.

Contact Search

Your AI searches Freshsales contacts by phone, email, or name — pulling up the full profile, lead score, lifecycle stage, and recent activities before the caller finishes introducing themselves.

Deal Lookup

Callers get real-time deal updates. Your AI accesses deal stage, value, probability, expected close date, and all associated notes directly from your Freshsales pipeline.

Account Management

Your AI pulls up account-level data — company details, associated contacts, open deals, and support tickets — giving callers comprehensive, context-aware answers.

Lead Scoring

Freddy AI lead scores are visible to your phone agent. High-scoring leads get priority treatment — faster transfers to sales reps, more detailed qualification, and VIP handling.

Get Started Talk to DASH

See It in Action

Here's how your AI handles a real Freshsales conversation.

Caller

Hi, I'm calling about the software demo that was scheduled for our team.

AI Agent

I'd be happy to help. Can I get your name?

Caller

Chris Donovan, from TechBridge LLC.

AI Agent

Hi Chris! I see your account. The product demo is scheduled for this Thursday at 2 PM with your account exec, Nina. Your team has 5 seats confirmed. Nina also noted she'll be covering the enterprise analytics module you asked about. Would you like me to confirm, reschedule, or connect you with Nina?

Frequently Asked Questions

Does it work with Freshsales Suite?

Yes. The integration works with both standalone Freshsales and Freshsales Suite (which includes marketing automation). All CRM modules are accessible.

Can it use Freddy AI lead scores?

Yes. Your phone agent can see Freddy AI lead scores and use them to prioritize callers — routing hot leads to sales reps immediately while nurturing lower-scored leads.

Does it integrate with other Freshworks products?

The integration connects specifically to Freshsales. However, if your Freshsales data syncs with Freshdesk or Freshservice, those downstream updates happen automatically.

Can it handle custom sales activities?

Yes. Beyond default activity types, your AI can log custom sales activities defined in your Freshsales instance — site visits, product trials, contract reviews, and more.

What Freshsales plans are supported?

All Freshsales plans with API access (Growth, Pro, Enterprise) are supported. The Free plan has limited API capabilities.