Use Freshsales with AI
Connect nowConnect your Freshsales account to KeyAccess through Freshsales’s own sign-in.
CRM & pipeline
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
Bot work for this app hasn’t been built yet. You can still connect it now.
Before you connect
- Account you’ll need
- A Freshsales account
- Who connects it
- Can be a shared organisation account, or a person’s own.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does Freshsales need?
A Freshsales account
Will a bot change Freshsales without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Freshsales partner?
No. You connect an account you or your agency already have, through Freshsales’s own sign-in, where that connection is in the catalogue.