# Freshsales

**Summary:** Connect Freshsales to Unless so your AI customer agent already has the contact and deal data your reps work from.

**In short:** Connect Freshsales so your Unless AI agent opens every conversation already knowing the deal.

**Published:** 2026-06-09

**Last updated:** 2026-08-10

## Context
Freshsales is the sales CRM inside the Freshworks suite, used to manage contacts, accounts, and deals.

Connect it and Living Context reads those records straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that can see a deal has stalled at proposal stage treats that contact differently than one who just came in as a fresh lead.

Buying, retention, and upsell signals your agent spots on your website and product route into Freshsales tagged for the rep who owns that deal, so it surfaces on their next call instead of getting lost between systems.

### Key benefits
- __Full context on every conversation:__ Your agent reads contact, account, and deal data straight from Freshsales, so customers don't repeat themselves to a rep who already has the deal open.
- __Signals that land on the right deal:__ Buying, retention, and upsell signals spotted on your website and product route into Freshsales tagged for the rep who owns that deal, not into a report nobody opens.

### How does it work?
Living Context reads Freshsales contacts, accounts, and deals to ground every conversation your agent has. Signals it spots on your website and product route into Freshsales for the deal owner to act on.

## Install instructions
Once at the [Integrations tab](https://unless.com/en/dashboard/workspace/connectors/freshsales "Unless dashboard integrations") of your Unless dashboard, you can select "Configure" for the Freshsales integration. This will open a popup where you can connect your Freshsales account and set up the integration.