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Sales CRM Integration

Every Call Logged And Every Deal Created In Freshsales

Marlie AI answers your inbound calls, qualifies the lead, and pushes new contacts, deals, and activities straight into Freshsales Classic — built for sales-only CRM teams.

Sales-first phone coverage for Freshsales Classic

Sales-first phone coverage for Freshsales Classic

Freshsales Classic is the original Freshworks sales CRM — focused on contacts, deals, and pipelines rather than the broader Freshsales Suite. It's a great fit for lean sales teams, but every unlogged call and missed inbound is a hole in your forecast.

Marlie AI plugs that hole. Every inbound caller is qualified, contacted, and dropped into Freshsales as a Contact with a Deal in the right stage and a logged call activity. Your reps wake up to a clean pipeline instead of a backlog of voicemails.

What You Get with Marlie + Freshsales Classic

Everything you need to connect your phone calls with Freshsales Classic — fully automated, zero manual work.

Contact Auto-Creation

Every new caller is created as a Freshsales Contact with name, phone, email, and qualifying answers from the call.

Deal Creation

Qualified calls spin up a Freshsales Deal in the correct pipeline and stage with estimated value and close date.

Call Activity Logging

Every call is logged as a Freshsales activity with summary, transcript, outcome, and a link to the recording.

Custom Field Mapping

Map any qualifying answer — service, budget, source — to any Freshsales custom field for clean reporting.

Smart Deduplication

Returning callers are matched to existing Freshsales Contacts by phone and email so your records stay clean.

Real-Time Sync

Contacts, Deals, and Activities appear in Freshsales within seconds of the call ending — never wait for batch jobs.

How It Works

Get up and running with Freshsales Classic in minutes — no coding required.

1

Connect Freshsales Classic

Authenticate your Freshsales Classic account from the Marlie dashboard with an API key — no developer required.

2

Map Pipelines & Fields

Pick which pipeline Marlie creates Deals in, set stage routing by call intent, and map call data to custom fields.

3

Marlie Answers & Qualifies

Inbound calls are answered 24/7. Marlie qualifies the lead and detects deal intent before the call ends.

4

Freshsales Stays Current

New Contacts, Deals, and call Activities flow into Freshsales in real time so your pipeline is always accurate.

Built for Real Scenarios

See how businesses use Marlie + Freshsales Classic to capture more leads and streamline operations.

Inside Sales Teams

Scenario

A 5-rep inside sales team takes inbound calls all day and forgets to log half of them.

Outcome

Every call becomes a Freshsales Activity automatically and qualified callers spawn Deals — reps spend their day selling, not typing.

After-Hours Lead Capture

Scenario

Inbound prospects call after office hours and the team isn't around to take it.

Outcome

Marlie qualifies the lead, books a callback, and creates the Deal in Freshsales so reps start the next morning with hot pipeline.

Multi-Pipeline Sales Orgs

Scenario

A team runs separate pipelines for new business and renewals.

Outcome

Marlie routes each Deal into the right Freshsales pipeline based on the caller's qualifying answers — no manual re-sorting.

Frequently Asked Questions

Common questions about the Marlie AI + Freshsales Classic integration.

Does this work with Freshsales Suite as well?

This page is for Freshsales Classic — the sales-only CRM. We have a separate Freshsales Suite integration for the all-in-one CRM, marketing, and chat product.

Which Freshsales Classic plans work with Marlie?

Any Freshsales Classic plan that includes API access works — including Growth, Pro, and Enterprise tiers where API access is enabled.

Can Marlie create Deals in specific pipelines and stages?

Yes. You can route Deals to any pipeline and starting stage, with different rules for different call intents and lead sources.

How are returning callers handled?

Marlie matches callers to existing Freshsales Contacts by phone and email. Returning callers get a new Activity on their existing record instead of a duplicate Contact.

Can Marlie populate Freshsales custom fields?

Yes. Map any call data point to any Freshsales custom field from the Marlie dashboard — no code required.

Are call recordings stored in Freshsales?

Transcripts and summaries are attached to the Freshsales Activity. Full recordings stay in Marlie with a deep link in the activity.

Related Integrations

Marlie AI connects with more than just Freshsales Classic. Here are a few closely related tools, or browse the full integrations catalog.

Ready to connect Marlie AI with Freshsales Classic?

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What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

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