Connect Convo AI helpdesk with Freshsales to display contact and deal data in the inbox sidebar, sync conversations to Freshsales records, and create Freshdesk tickets from any channel.
Channels
CRM Sync
Support
To Start
What you get with Convo AI for Freshsales
View Freshsales contact profiles, deal pipeline stages, lead scores, and activity timelines in the Convo AI inbox sidebar. Agents see Freddy AI insights and recent sales interactions.
Create Freshdesk tickets from Convo AI conversations across WhatsApp, email, live chat, and Instagram. Link tickets to Freshsales contacts and sync status updates bi-directionally.
Display Freddy AI lead scores, deal predictions, and next-best-action suggestions in the inbox sidebar. Agents leverage AI insights to prioritize and personalize support interactions.
Push CSAT scores and conversation metrics to Freshsales for combined reporting. Track how support interactions influence deal outcomes across the Freshworks ecosystem.
Simple setup process - connect in minutes
Benefits for your support team and customers
View Freshsales contact data and Freddy AI insights directly in the support inbox sidebar
Create Freshdesk tickets from omnichannel conversations with linked Freshsales contacts
Leverage Freddy AI lead scores to prioritize high-value customer support interactions
Track support impact on Freshsales deal outcomes with unified Freshworks reporting
Eliminate context switching between Freshsales, Freshdesk, and Convo AI
Common ways to use Convo AI with Freshsales
Display Freshsales deal stage and Freddy AI prediction score in the sidebar so agents can prioritize support for customers in active deals
Auto-create Freshdesk tickets from WhatsApp conversations with linked Freshsales contact and deal records
Use Freddy AI lead scores shown in the sidebar to route high-potential customers to senior support agents
Log CSAT scores to Freshsales contact records for combined sales and support performance analysis
Sync conversation outcomes to Freshsales deal activities to track support-influenced conversions
Lower than Intercom, Drift, Crisp
AI chatbot from ₹0/month + per conversation
Common questions about Freshsales integration
Yes, the integration connects to Freshsales for CRM data display in the sidebar and Freshdesk for ticket creation. Both products are accessed through a unified Freshworks API connection.
Freddy AI insights including lead scores, deal win probability, and next-best-action recommendations are displayed in a dedicated section of the inbox sidebar. Data refreshes when an agent opens a conversation.
Yes, all Freshsales custom fields including text, number, dropdown, and formula fields can be configured for display in the Convo AI sidebar. Custom modules are also supported.
Yes, the integration works with both standalone Freshsales and the unified Freshsales Suite. When using Freshsales Suite, ticket creation flows directly into the integrated helpdesk module.
Convo AI works with all major CRM platforms