FActionFreshsalesUpdated June 2026

How do I create a Freshsales deal?

Short answer: Drop the "FreshsalesCreate Freshsales Deal" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

FieldTypeRequiredDescription
Deal Name
name
stringRequiredName of the deal
Amount
amount
stringRequiredDeal value in your account currency
Contact ID
contacts_id
stringOptionalID of the primary contact for this deal
Expected Close Date
expected_close
stringOptionalExpected close date in YYYY-MM-DD format
Pipeline ID
deal_pipeline_id
stringOptionalID of the sales pipeline
Stage ID
deal_stage_id
stringOptionalID of the deal stage within the pipeline
Sample request
{
"name": "e.g. Enterprise Annual Contract",
"amount": "e.g. 10000",
"contacts_id": "e.g. 12345",
"expected_close": "e.g. 2025-06-30",
"deal_pipeline_id": "e.g. 1"
}
Returns
{
"deal": {
"id": 1,
"name": "Enterprise Annual Contract",
"amount": 10000,
"expected_close": "2025-06-30"
}
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Freshsales Deal.

Any of these apps can fire this action as part of a workflow.

FAQ

Questions about Create Freshsales Deal.

What does the Create Freshsales Deal action do in Freshsales?
Creates a deal with name, amount, pipeline, stage, contact. For "qualified lead → auto-create deal in the AE's pipeline" workflows.
What inputs does Create Freshsales Deal require?
Required: Deal Name, Amount. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Freshsales returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Freshsales Deal support batch operations?
Yes. Run Create Freshsales Deal inside a Loop node to process arrays. Tiny Command handles Freshsales's rate limits automatically so you don't have to throttle manually.
More actions

Other Freshsales actions.

Action
Create Freshsales Account
Creates a company/account record. Useful for "new B2B prospect → account record before contact" workflow patterns.
Action
Create Freshsales Contact
Creates a new contact with email (dedupe), name, custom fields, and optional account association. The base hook for "form submission → push to Freshsales" sync workflows.
Action
Delete Freshsales Contact
Hard-deletes a contact. For GDPR right-to-erasure workflows; for soft removal use a custom "deleted" tag or status field.
Action
Delete Freshsales Deal
Removes a deal from the pipeline. For "duplicate deal cleanup" or "lost deal archiving" maintenance workflows.
Action
Get Freshsales Contact
Returns a contact by ID with all standard and custom fields plus related deals and activities. The standard lookup before update workflows.
Action
Get Freshsales Deal
Returns a deal by ID with value, stage, contacts, activities. The lookup for forecast workflows or for cross-system reporting.

Send create freshsales deal from your workflows.

Triggered by anything in the catalog. Free tier available. No credit card.