AI-Native CRM Enhancement

The GoZupees Freshsales integration unites two AI-first platforms for unprecedented sales automation. Freshsales' built-in Freddy AI capabilities—predictive scoring, deal insights, and next-best-action recommendations—combine with GoZupees conversational AI for intelligent customer engagement.

Freddy AI Synergy

GoZupees AI agents leverage Freshsales' Freddy AI insights during conversations. Predictive lead scoring identifies high-value prospects, deal insights reveal optimal approaches, and next-best-action recommendations guide conversations toward successful outcomes.

360-Degree Customer View

Freshsales' unified customer view—spanning marketing touchpoints, sales interactions, and support tickets—informs every AI agent conversation. Customers receive personalized experiences based on their complete history with your organization.

Territory and Team Management

Enterprise territory management ensures AI agents route leads and update records according to your sales organization structure. Team hierarchies, territory rules, and assignment logic work seamlessly with automated voice interactions.

CPQ Integration

Freshsales' Configure-Price-Quote capabilities extend to AI agent conversations. Generate quotes, apply discount rules, and progress deals through approval workflows—all initiated through natural voice interactions.

Freshworks Suite Integration

AI agents access the broader Freshworks suite including Freshdesk for support, Freshmarketer for campaigns, and Freshcaller for telephony. The unified platform approach ensures consistent customer experiences across sales, marketing, and service.

Modern Interface Design

Freshsales' intuitive, modern interface makes AI agent activities immediately visible and actionable. Clean design and thoughtful workflows ensure sales teams can quickly understand and act on AI-captured information.

What This Integration Enables

Score and qualify inbound leads
Update contact and account records
Progress deals through pipelines
Generate and send quotes
Trigger workflow automations
Access Freddy AI recommendations
Log activities and outcomes

Use Cases

Freddy AI Insights

Leverage Freddy AI predictions in conversations

Lead Scoring

Access and update predictive lead scores

360 Customer View

Access complete customer context during calls

Territory Management

Route leads based on territory rules

CPQ Integration

Generate quotes through conversation

Deal Management

Create and update deals from calls

Activity Automation

Automate activity logging and follow-ups

Suite Integration

Connect with Freshdesk and Freshmarketer

Data Synced with Freshsales

Object	Fields Written
Contacts	name, email, phone, account, score, owner
Accounts	name, industry, employees, revenue, territory
Deals	name, amount, stage, close_date, probability
Activities	type, subject, outcome, notes, next_steps