AI agents for Freshsales
A Monmo agent works in Freshsales the way a sales coordinator would. It moves contacts through lifecycle stages as they engage, updates deals after calls and emails, prepares sales sequence enrolments for your approval, and brings support tickets from Freshdesk into account reviews. It connects with your own Freshsales user and API key and asks before it creates, changes, enrols or sends.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Freshsales
Move contacts to the right lifecycle stage
It reads each contact's recent emails, meetings and form fills and proposes a lifecycle stage and status change, such as lead to sales qualified, with the reason in one line. You approve the batch.
AskReview contacts who engaged this week and propose lifecycle stage changes with a reason for each.
Update deals after each conversation
After a Zoom meeting or an email exchange in Gmail or Outlook, it proposes the deal stage, amount, expected close date and next task, and logs a short note on the deal and the account.
AskUpdate my Freshsales deals from today's meetings and emails, and add a note to each account.
Prepare sales sequence enrolments
For a group of contacts it checks who is already in a sequence, who replied and who unsubscribed, personalises the first step for each, and shows you the list. Enrolment waits for your approval.
AskGet the trade show contacts ready for the event follow-up sequence. Show me who you'd enrol and the first email for each.
Bring support into account reviews
Before a renewal call it reads the account in Freshsales and its recent Freshdesk tickets, and writes a brief: open deals, tickets in the last 90 days, unresolved issues and who raised them.
AskBrief me for the Fernhill renewal: open deals, last 90 days of Freshdesk tickets and anything unresolved.
Check territory and owner assignments
It finds accounts and contacts assigned to the wrong territory or to people who have left, and proposes the right owner for each from your assignment rules, for you to approve in one go.
AskFind Freshsales accounts owned by people who've left or in the wrong territory and propose new owners.
Build a filtered view from plain words
Describe the contacts you need, such as sales qualified leads in Singapore with no deal yet. It works out the filters, shows a count and a sample, and saves the view once you agree.
AskMake a view of sales qualified leads in Singapore with no deal and no activity in 30 days.
Write the weekly forecast note
Every Friday it compares deals expected to close this month and next with last week, and writes a forecast note in Google Sheets, with what was added, pushed, won and lost, plus two lines for Slack.
AskEvery Friday at 3, write a forecast note for this month and next from Freshsales deals, compared with last week.
How it connects
- 1You connect your own Freshsales user once, with the API key from your profile settings and your account's Freshworks address. The agent works within that user's role, so it sees the records and territories you can see.
- 2You choose which agents may use Freshsales. A sales agent works in deals and sequences; a customer success agent may mainly read accounts alongside Freshdesk.
- 3Reading contacts, accounts, deals and activities happens without asking. Changing a lifecycle stage, deal or owner, creating tasks or notes, enrolling in a sequence and sending email all ask first.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Freshsales is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent work in Freshsales for me?
Yes. A Monmo AI agent reads contacts, accounts and deals, then prepares updates, sequence enrolments and reports. Every change appears on one card for you to allow or decline. It works through the Freshsales connection, or in its own browser when the connection does not cover something.
Can it manage Freshsales lifecycle stages?
It proposes the changes and you approve them. The agent reads how each contact has engaged, recent emails, meetings and form submissions, and suggests the next lifecycle stage and status with a one-line reason. You can accept the whole batch, edit a few or decline them.
Does it work with Freshdesk as well as Freshsales?
It does, provided both are connected. The agent can read a customer's tickets in Freshdesk next to their account and deals in Freshsales, which helps before renewals and escalations. Replying to a ticket or changing a deal are separate writes, and each asks first.
Will the agent send sales sequences without my approval?
No. It prepares the enrolment: the list of contacts, the reasons it left some out and the personalised first step. Nobody is enrolled and nothing is sent until you approve. After that, your sequence runs as you set it up in Freshsales.