Freshsales

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Contact Management: Manage contacts with AI-powered scoring and insights
2. Deal Pipeline: Track deals with visual pipeline and forecasting
3. Email & Phone: Integrated email and phone with automatic logging
4. AI Assistant: Use Freddy AI for lead scoring and next actions
5. Sequence Automation: Create automated sales sequences and workflows

Usage Examples

Create Contact

User: "Add Sarah Williams as a new contact in Freshsales"
Assistant: Creates contact with AI enrichment

View Pipeline

User: "Show me my Freshsales deal pipeline"
Assistant: Returns deals organized by stage

Start Sequence

User: "Add the new lead to the onboarding sequence"
Assistant: Enrolls contact in automated sequence

Check AI Insights

User: "What deals should I focus on today?"
Assistant: Returns AI-recommended priority deals

Authentication Flow

1. Get API key from Freshsales admin settings
2. Use API key in request header
3. Domain-specific API endpoint
4. No refresh needed for API key auth

Error Handling

Notes

• Part of Freshworks suite
• Free tier available for small teams
• Freddy AI for intelligent insights
• Native phone and email integration
• Mobile app for field sales
• Customizable sales processes