Manage deals via the Freshsales (Freshworks CRM) REST API

domain: developers.freshworks.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Create a deal with POST /api/deals; view one with GET /api/deals/[id]; list deals from a saved view with GET /api/deals/view/[view_id].
  2. Update a deal with PUT /api/deals/[id], or use POST /api/deals/upsert to create-or-update based on matching criteria.
  3. For bulk operations, use POST /api/deals/bulk_upsert to upsert multiple deals or POST /api/deals/bulk_destroy to delete multiple deals in one call.
  4. Look up available deal fields (including custom ones) via GET /api/settings/deals/fields before building create/update payloads.
  5. Delete a single deal with DELETE /api/deals/[id].

Known gotchas

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