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ClickRuntime

Automate Freshsales

Keep your Freshsales pipeline visible to the people who need it. New deals, stage moves and the week's open value reach your team in chat or by email, so nobody has to open the CRM to find out what changed. Describe what you want to your AI assistant, check what it will do, and it keeps running on its own.

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Try asking

Create a ClickRuntime automation: every 5 minutes, check Freshsales for newly created deals and post the deal name, amount and owner to #sales in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Freshsales

Know about new deals within minutes, see when a deal changes stage, and start the week with your open pipeline totalled by stage. These are ready-made starting points. Anything else you can describe works too.
Every 5 minutes

Post new Freshsales deals to Slack

Each new deal appears in #sales with its name, amount and owner within a few minutes of being created.

See how it works
Every 10 minutes

Get told when a deal changes stage

When one of my deals moves to a new stage, I get a Slack message with the deal and its new stage.

See how it works
On a schedule

Email a Monday pipeline summary

Every Monday morning I get an email with open deal value per stage and the deals expected to close this week.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Freshsales, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Freshsales automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Freshsales should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every day, find Freshsales deals over $10,000 stuck in the same stage for more than two weeks and send me a list.

When a Freshsales contact's lead score passes 80, post their name and company in Slack.

When a Freshsales deal is won, create the customer in QuickBooks, add an onboarding task in Asana and notify the team in Slack.

Beyond chat

Have Freshsales work when you're not in the chat

Connecting Freshsales to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Freshsales

Freshsales connects with your personal API key. Automations act with the same access as your own Freshsales user.

Freshsales

CRM

  1. In Freshsales, click your profile picture and open Profile Settings.
  2. Go to the API Settings tab and copy the key shown under Your API key.
  3. Note your Freshsales domain or bundle alias, the part before .myfreshworks.com in your account address.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the key and domain as a Freshsales secret.

Good to know

Freshsales limits that affect automations

  • The API rate limit depends on your Freshsales plan, around 1,000 requests per hour on lower tiers. Checking for new deals every few minutes fits well within that.
  • The key belongs to one user, so an automation sees the deals and contacts that user can see.
  • Deal alerts work by checking Freshsales on a schedule, so a new deal or stage change shows up within a few minutes rather than instantly.

FAQ

Questions about automating Freshsales

What can ClickRuntime see in my Freshsales account?
The same records your Freshsales user can see with its API key, such as deals, their stages, amounts, owners and expected close dates.
Whose API key should I use?
Each Freshsales user has their own key. Use the key of someone who can see the deals the automation should cover, for example a sales manager rather than a single rep.
How quickly will I hear about a new deal?
ClickRuntime checks Freshsales on a schedule, every 5 minutes for the new-deal alert, and only posts deals it hasn't reported before.
Will automations use up my Freshsales API limit?
They use a small share of it. Lower plans allow around 1,000 requests an hour, and a check every few minutes needs only a handful of those.
Do I need AI for these automations?
No. Deal alerts and pipeline totals run without it. If you want a written summary of the pipeline, it uses the AI that comes with every ClickRuntime plan, with no AI key of your own.
Is this a Freshsales connector for ChatGPT or Claude?
Not for chatting with Freshsales data. A chat connector lets your assistant read and change Freshsales while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Freshsales event.

Related pages

Keep exploring

Tell your assistant what Freshsales should do

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