Your AI Agent Runs Freshsales in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the Freshsales API on the fly and works across web chat, WhatsApp, email, and SMS.
✓Lead capture + tagging✓Update deals + records✓You pick which actions are on
Start Free Trial

Enterprise? Schedule a demo →

from 159 reviews

Freshsales Capabilities

What Your AI Agent Can Do With Freshsales

Boei's agentic AI calls the Freshsales API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Capture a new lead

The agent collects qualifying info, then creates a contact and deal in Freshsales with the full chat transcript attached.

I'm interested in your enterprise plan
Got it. I've added you to Freshsales as 'Enterprise interest' and our sales team will reach out today.

Look up an existing record

Returning customers ask for status, the agent fetches the record from Freshsales and replies with the answer.

What's the status of my account?
Looking it up in Freshsales... your account is active, last renewal was on Jan 15. Anything else?

Move a deal to the next stage

After verifying who's chatting, the agent updates deal stage, owner, or amount in Freshsales from the conversation.

We're ready to sign, can you move us forward?
Done. I've moved your deal to 'Negotiation' in Freshsales and pinged your account exec.

Tag and segment leads

The agent applies the right tags or list memberships in Freshsales based on what the visitor says, so segmentation happens in real time.

I'm just researching for now
No problem. I've tagged you 'Researching' in Freshsales so we send you the right resources, not pushy emails.

Need something else? Tell the AI in plain English. The agent figures out the right Freshsales API call and runs it live.

Speed Is Everything in Sales, So Automate the Slow Parts

Research shows that responding to a lead within 5 minutes makes you 21 times more likely to qualify them. But most businesses take hours or even days to manually enter chat leads into their CRM. With Boei and Freshsales connected, the lead is in your system before the visitor even closes their browser tab.

Boei's AI agent handles the initial conversation on your website. It answers product questions, asks about the visitor's needs, and collects contact details naturally. The moment the conversation ends, a webhook sends the structured data to Freshsales. A new contact is created, a deal is opened in your pipeline, and notes from the conversation are attached. Your sales rep gets a notification and can follow up while the visitor still remembers the conversation.

For teams already using the Freshworks suite with Freshdesk, Freshchat, or Freshmarketer, this adds an AI-powered lead capture layer to your website that feeds directly into the tools you already use daily.

How Leads Get to Freshsales

From first chat message to CRM record in seconds

1

Visitor Starts Chatting

Someone lands on your website and asks about your product. Boei's AI agent responds instantly with helpful answers and naturally asks for their details.
2

AI Captures and Qualifies

The AI collects name, email, company, and understands their needs. It identifies how serious they are based on the questions they ask.
3

Webhook Creates Freshsales Records

Contact and deal records are created in Freshsales via webhook. Notes with the conversation summary are attached automatically.

What This Looks Like in Practice

Instant Contact Creation

A SaaS prospect asks about your API features at 3am. The AI answers their technical questions, captures their work email, and creates a Freshsales contact tagged as 'developer' before the conversation even ends.

Deal Pipeline Population

Visitor mentions they are evaluating tools for their team of 50. The AI creates a Freshsales deal with 'Team Plan' as the product, estimated annual value, and places it in the 'New' pipeline stage.

Rich Notes From Every Chat

Your sales rep opens the Freshsales contact and reads: 'Visitor compared us to Competitor X, asked about data migration, timeline is Q3 2026.' That context makes the follow-up call productive.

Lead Scoring Input

The webhook includes qualification signals from the AI conversation. Freshsales uses these to boost the contact's lead score, so hot leads surface to the top of your rep's daily list.

Multi-Channel Lead Capture

A visitor starts on WhatsApp, continues on web chat the next day. Both conversations feed into the same Freshsales contact record, giving your rep a complete picture.

Real-Time Rep Notifications

When a high-value lead is created in Freshsales, your workflow triggers a notification to the assigned rep. They can call back within minutes, not hours.

Data That Flows to Freshsales

Contact Record

Name, email, phone, job title, and company from the conversation.

Deal Information

Deal name, estimated value, pipeline stage, and expected close date.

Conversation Notes

AI-generated summary of the chat with key topics and visitor intent.

Tags and Labels

Product interest, lead quality, and conversation topic tags.

Lead Source

Page URL, channel (web/WhatsApp/email), and UTM data.

Timestamp

When the conversation happened and how long it lasted.

Frequently Asked Questions

Does this replace Freshchat on my website?

It can. Boei offers AI-powered chat, WhatsApp, contact forms, and more in one widget. You can use Boei instead of Freshchat for website conversations and still send all leads to Freshsales.

Which Freshsales plans does this work with?

Any Freshsales plan that supports API access. That includes Growth, Pro, and Enterprise editions. The Free plan has limited API access which may restrict some features.

Is this a native Freshsales integration?

The connection works through webhooks, either directly to Freshsales' API or through Zapier. You map the fields once and every future lead flows in automatically.

What Boei plan do I need?

Webhook integrations require the Boei Growth plan at $49/month (annual). This gives you AI agent capabilities, 7,000 AI credits, and API access for webhook configurations.

How fast do leads appear in Freshsales?

Typically within 30 to 60 seconds after the conversation ends. The webhook fires immediately, and Freshsales processes the incoming data in near real-time.

Can I use Freshsales Workflows with incoming leads?

Yes. Once the webhook creates a contact or deal in Freshsales, any active workflow rule tied to record creation fires automatically. This includes assignment rules, email sequences, and task creation.

Be the First to Follow Up, Every Time

Boei captures and qualifies your website visitors while Freshsales keeps your pipeline moving. Speed wins.

Start Free Trial

Enterprise? Schedule a demo →

✓ 7-day free trial • ✓ No credit card required • ✓ Webhooks on Growth plan ($49/mo)