create_deal
Create a new deal in Freshworks CRM by supplying its name, amount, and any required custom or related fields.
Instructions
Create a new deal. NOTE: many Freshsales instances mark extra custom (cf_*) fields as required on deal creation, and the create is rejected without them. list_field_choices(module="deals", field=...) reports whether a field is required; pass any required custom fields via custom_field.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Deal name | |
| tags | No | ||
| amount | Yes | Deal value | |
| owner_id | No | See list_owners | |
| contact_id | No | Related contact id — see search_contacts/list_contacts | |
| custom_field | No | Custom (cf_*) field values — several are required on this instance, see tool description | |
| deal_type_id | No | See list_field_choices(module="deals", field="deal_type_id") | |
| deal_stage_id | No | Must belong to the chosen pipeline — see list_field_choices(module="deals", field="deal_stage_id") | |
| expected_close | No | ISO date | |
| lead_source_id | No | ||
| deal_pipeline_id | No | See list_field_choices(module="deals", field="deal_pipeline_id") | |
| sales_account_id | No | Related account id — see search_accounts/list_accounts |