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AI voice agents for Freshsales
SquadStack.ai connects to Freshsales, the Freshworks CRM, in both directions. New leads trigger a call, and the outcome, disposition, callback time, recording and transcript are written back to the record after every call.
What moves between Freshsales and SquadStack.ai
From Freshsales
- Lead ID, name and phone number
- Any extra fields you choose: product, offer, city, language, source
- Updates to leads already in a campaign
Back to Freshsales
- Call outcome and disposition
- Callback date and time when the customer asks for one
- Recording and transcript links
- Call duration and attempt history
- Stage or status updates your workflow needs
Where Freshsales teams use it
Speed to lead
Every new lead gets a call within minutes, with qualification answers saved to the record.
Pipeline clean-up
Leads that have sat untouched get a call, and their status is updated from the outcome.
Bookings
Demos and visits booked on the call, with the slot written back.
How the Freshsales integration gets built
Map the fields
In a solutioning call we agree which Freshsales fields come in, what the agent writes back, and the outcome the campaign is measured on.
Build
A forward deployed engineer on your account builds the connection and the call workflow. There is no separate integration fee.
Test
We run a test campaign on real leads, check every field that syncs, and you sign off in UAT.
Ramp
Volume goes up in steps while we watch sync and outcomes. Most enterprise pilots go live in 2 to 3 weeks.
Who does what
Our team
- Field mapping and workflow design
- Building and testing the Freshsales connection
- The AI agent, scripts and call flows
- Monitoring sync once you are live
Your team
Admin or API access to Freshsales, a list of the fields that matter, test records, and someone to sign off in UAT.
Security for every integration
SquadStack.ai is ISO 27001, ISO 27701 and SOC 2 Type II certified, and DPDP and TRAI compliant. Customer data stays in India on AWS Mumbai. Integrations run over TLS with bearer tokens and IP whitelisting on both sides, and personal details like Aadhaar and PAN are redacted before they reach the language model.
Certificates and security reports on our Trust CenterFrequently asked questions
Does an AI voice agent integrate with Freshsales?
Yes. SquadStack.ai has a ready Freshworks CRM connector that syncs leads in and call results out.
What syncs back to Freshsales?
Outcome, disposition, callback time, and links to the recording and transcript, plus any status updates agreed during setup.
Can we use it with Freshdesk too?
Yes. Sales calls can sync to Freshsales and support calls to Freshdesk.
Who builds it?
Our forward deployed engineer, as part of setup, with no separate fee.
Where is the data stored?
Customer data processed by SquadStack.ai stays in India on AWS Mumbai.
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Last updated 31 October 2026