Your Freshsales contacts, deals and activities, answered by saved view or search.
Connect Freshsales with your account domain and API key and Memtro reads contacts, deals by stage and pipeline with amounts and close dates, accounts, logged sales activities and notes. Every hour it writes each deal that changed into memory. When you ask, and once an administrator has granted each action by name, it can add notes, create and update contacts, deals and accounts, set and complete tasks, and schedule appointments, all under your name. An appointment notifies its attendees, who may be customers outside the company, and deleting a contact, deal, note or task is permanent.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Freshsales tool, reads what it needs, and answers with the source cited.
These tools change something in Freshsales. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Once Freshsales is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Freshsales + MemtroWhat is in my Open Deals view and which are expected to close this month?
Which deals did we win in October and for how much?
What activities were logged against Meridian Logistics in the last two weeks?
Move the Castleton Foods deal to Won at £18,000
Add a note to the Castleton Foods deal: pricing agreed at £18,000 a year
Aisha has a demo with Meridian Logistics at eleven. She asks what we know about them and Memtro returns the account, its open deals and amounts, the contacts with their last contact dates, and the calls and meetings logged in the last month.
Aisha Khan hears that Castleton Foods has signed and asks Memtro to mark the deal won at £18,000 and set a task for onboarding next Monday. Memtro moves the deal to the Won stage in Freshsales under her name and creates the task, which appears in the onboarding lead's task list.
The teams that lean on Freshsales most, a question each of them asks, and what they connect beside it.
A record in Freshsales is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Capsule CRM
Copper
Dialpad
folk
Insightly
Nutshell
Vitally
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak
EspoCRM
Planhat
Bloomerang
Givebutter
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
KeapIn Freshsales click your profile picture → Profile Settings → API Settings and copy the value under Your API key
In Memtro open Connections → Freshsales, enter the Account domain (the acme in acme.myfreshworks.com) and the API key, and connect
The key acts as your user with no scopes: it reads and changes whatever you can, so a dedicated Freshsales user with a narrow role is the safer key
Ask what is in Open Deals, or what was logged on an account last week
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Freshsales tools are the same everywhere.
Only when you ask, and only what it has been granted: add a note to a contact, deal or account; create a contact; update a contact's fields; create a deal; update a deal's stage, amount, owner, close date or contacts; create a company (account); update a company's fields; create a follow-up task on a contact, deal or account; update, complete or reopen a task; schedule an appointment, which notifies its attendees; delete a task; delete a note; delete a deal; delete a contact. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Freshsales records into memory as entities.
Account domain and API key. In Freshsales click your profile picture → Profile Settings → API Settings and copy the value under Your API key.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
7-day free trial · card on file, nothing charged until it ends · cancel any time