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Log call notes and the next step in Freshsales

After a call you remember the promise you made, and by the evening you have not typed it into the contact or scheduled the next step.

Cotlet does it in your own Freshsales account with get_contact, add_note and create_task, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Freshsales do this on its own?

Freshsales has notes and tasks in the app and in its REST API (checked 22 Oct 2026), and note templates to fill in. A Workflow can add a task when a record changes. Nothing turns your own call summary into a note and a dated task, which is the gap for a rep with many calls.

How you do it in Freshsales today

  1. A rep opens the contact's details page, clicks the Notes box on the right edge, types the note and clicks Done; Freshsales also saves it by itself after 5 seconds.
  2. For a deal or an account, the rep opens its landing page and clicks the Add Note sidebar, where seeded templates such as first-call scripts and discovery questions are offered.
  3. The rep then adds the next step: on the contact page, Task, then the Plus icon; or from the Activities Dashboard with Add task.
  4. After a logged phone call, the call log under Conversations > Phone > All Phone Calls has More actions > Add task.
  5. The summary is typed from memory, and the task title, due date and Related to link are three more fields to fill for every call.

How to log call notes and the next step in Freshsales

Prompt

Here are my notes from today's call with Priya Nair at Harbor Dental. Save them as a note on her contact, then create a task for me to send the quote by Friday 9:00.
  1. 01

    Find the right contact

    get_contact returns the contact with its account, owner, open deals and latest notes. If your prompt names a person who matches two contacts, the agent asks which one before writing anything.

  2. 02

    Write the note

    add_note saves your summary on the contact as a note, in your words, with the date of the call at the top. Freshsales shows notes on a timeline on the contact page, so it sits with the earlier ones.

  3. 03

    Read the notes already there

    Before saving, the agent compares your text with the latest notes from get_contact. A call that is already written down is not saved a second time.

  4. 04

    Set the next step

    create_task adds one task for the promise in your summary, with the title as you would write it, the due date you gave and the contact in Related to. A task with a collaborator emails them, so the agent asks first.

  5. 05

    Report both

    The agent answers with the note and the task as saved, so you can check the due date from your phone.

What you get back

Example data

Note saved on Priya Nair (Harbor Dental), 22 Oct
Task created: Send quote with two payment options
Due Fri 23 Oct, 09:00, owner Dana Reyes
Open deals on this contact: Annual support plan (Follow-up)

Other ways to ask

  • Save these notes on the deal Annual support plan, not on the contact, and set the task on the deal.
  • Every evening, take my notes from this chat for each call, save each as a note and create the tasks.
  • Only save the note, no task, and show me the open tasks on this contact.

What Freshsales allows, and what to know first

  • Freshsales keeps notes on the contact and lays them out on a timeline on its details page.
  • Notes added while logging a meeting, a call or a custom activity are linked to the contact too.
  • A new Freshsales task gets the task type at the top of the task type list, so the type is not chosen per call.
  • Freshsales sets task times in 30-minute steps, and the task owner is the creator unless another user is picked.
  • A user with restricted access who is added as collaborator can view the task but not edit it.

add_note and create_task ask for your OK by default. To run it daily without you, switch confirmation off for those tools in your dashboard.

Sources: Freshsales Help: How to add notes in Freshsales · Freshsales Help: How to create and use templates in notes · Freshsales Help: How to add a new task

Call add_note from a script

curl

curl -X POST https://cotlet.dev/api/v1/freshsales/notes \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"record_type":"Contact","record_id":5100231,"body":"Call 22 Oct: wants a start date before the end of November and a quote with two payment options. Next step: send the quote by Friday."}'

Example response

{
  "note_id": 9300052,
  "record": {
    "type": "Contact",
    "id": 5100231,
    "name": "Priya Nair"
  },
  "body": "Call 22 Oct: wants a start date before the end of November and a quote with two payment options. Next step: send the quote by Friday.",
  "created_at": "2026-10-22T14:05:00"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is freshsales_write → add_note. Example data.

Schedule it in n8n, Make, Zapier or cron

Freshsales tools this automation uses

Cotlet Freshsales tools used to log call notes and the next step in Freshsales
Tool Parameters
get_contact contact_id
add_note record_type, record_id, body
create_task title, due, related_to_type, related_to_id, description, owner, collaborators
All 11 Freshsales tools with descriptions

Frequently asked questions

Is it safe to connect Freshsales to Cotlet?

Yes. You sign in to Freshsales yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Freshsales once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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