✅ Features

The Freshsales CRM integration supports the following features:

• Click-to-Call – Initiate calls directly from the CRM interface.
• Call Logging – Automatically log call details in the CRM.
• Entity Creation (Lead/Contact) – Capture and create a new entity in Freshsales CRM.
• Click-to-Dial – Enable quick dialing from the CRM interface.
• Auto-Ticketing (Disposition-less Call Logging) – Push call logs without requiring disposition submission.
• Call Notes – Log additional call-related information.
• Call Recordings – Store and access call recordings for reference.
• Agent Pop-up (Incoming/Outgoing Calls) – Display real-time call information.

📁 Connection Methods

• PSTN/Extension-based calling
• Softphone/WebRTC-based calling

📁 Supported Entities

• Accounts – Capture and manage Accounts.
• Contacts – Capture and manage Contacts.
• Activities – Log call-related activities.

⚠️ Known Limitations

• Phone Number Search – Only the phone number field is supported for lead search and log mapping.
• Custom Field Mapping – Currently not supported. All relevant call detail fields are pushed to the CRM and can be further populated using CRM automations.
• Multiple Lead Handling – Not supported in Freshsales.
• Lead Sync – Automatic lead synchronization is not available.