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DuckyHelper in Freshsales

DuckyHelper sees Freshsales on your screen and, in early access, works in it with its own cursor to manage contacts, track deals, update accounts, log activities, and find sales data. It's built to ask before it sends or pays, and explains or draws on Freshsales when you want to learn it.

Try asking
  • “List the contacts by view and create a contact”
  • “Create a deal in Freshsales”
  • “Show me how to create a contact”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud. Doing the work for you is early access on Mac.

Contacts in FreshsalesDone in 5sExample
List the contacts by view and create a contact
  1. Listed the contacts by view in Freshsales
  2. Created a contact

Done in Freshsales.

Freshsales
Done
Created a contactin Freshsales
Worked for 5s
Listed the contacts by view
Created a contact

Drawn from Freshsales's own actions · early access on Mac

WHAT TO ASK

Things you can ask it to do in Freshsales

Each one is something Freshsales itself lets you do, said the way you'd ask. Questions about your screen work today; having it do the job is early access on Mac.

Ask about it

Works today

It sees your screen, answers out loud and draws on it.

  • “Explain this contact to me”
  • “Where do I find the deals in Freshsales?”
  • “Show me how to create a contact”
  • “What does this button do?”
  • “Walk me through this screen”

Read and find

Early access

It opens Freshsales and looks things up for you.

  • List the contacts by view
  • List the deals by view
  • List the marketing list contacts
  • Search the contacts by exact filters
  • List the sales activities
  • List the contact activities
  • List the sales accounts by view
  • Look up the sales activity
Show all 36
  • List the deal views
  • List the contact views
  • Look up a contact
  • Search the records
  • Look up a deal
  • List the custom module records
  • List the appointments
  • List the tasks
  • List the sales account views
  • List the CPQ document related products
  • Look up a sales account
  • List the contact document associations
  • List the custom module views
  • List the marketing lists
  • Read a CPQ document
  • List the entity forms
  • List the deal fields
  • Look up a custom module record
  • List the contact fields
  • Look up a CPQ product
  • List the sales activity fields
  • Look up an appointment
  • Look up a task
  • Look up a custom module
  • List the sales account fields
  • Look up the records by exact field
  • List the configuration options
  • Look up the bulk upsert job status

Write and send

Early access

It's built to ask before anything is sent or paid.

  • Create a contact
  • Create a deal
  • Create the sales activity
  • Update a sales account
  • Add marketing list contacts
  • Create a sales account
  • Update a contact
  • Update a deal
Show all 45
  • Copy a contact
  • Save a contact
  • Copy a deal
  • Save a deal
  • Move the marketing list contacts
  • Copy a sales account
  • Save a sales account
  • Update the sales activity
  • Create a custom module record
  • Create a CPQ product
  • Create a CPQ document
  • Create an appointment
  • Create a task
  • Create a note
  • Create a custom module
  • Create a marketing list
  • Update a custom module record
  • Update a CPQ product
  • Update a CPQ document
  • Restore the CPQ records
  • Start a bulk deal upsert
  • Create a document link
  • Copy a custom module record
  • Start a bulk contact upsert
  • Update an appointment
  • Assign a contact owner
  • Restore a CPQ product
  • Update the CPQ records
  • Restore a CPQ document
  • Update a note
  • Update a custom module
  • Upload and attach a document
  • Update a marketing list
  • Start a bulk sales account upsert
  • Assign the CPQ record owners
  • Update or mark a task done
  • Create a custom field

Manage

Early access

It tidies up and changes things in Freshsales.

  • Delete the contacts
  • Delete the deals
  • Remove the marketing list contacts
  • Delete the sales activity
  • Delete the sales accounts
  • Delete the CPQ records
  • Delete the custom module records
  • Delete a CPQ product
Show all 16
  • Delete a CPQ document
  • Delete an appointment
  • Delete a task
  • Delete a note
  • Delete a custom module
  • Update the deal team memberships
  • Update the contact team memberships
  • Update the sales account team memberships
MAKE IT ALWAYS ON

Do it once. Then let it repeat.

When it's done, it offers to keep an eye on Freshsales for you: every weekday morning it looks, then tells you what's new.

Each run is still built to ask before it sends or pays. Turn it off or change it any time in Work › Automations.

Make this automatic?Schedule
New contacts in Freshsales
WhenEvery weekday at 9:00 AM
DoesList the contacts by view
ThenTells you what's new

Always on · early access on Mac

Why Use DuckyHelper?

Works in Freshsales like you do

  • Early access: it sees Freshsales on your screen and works in it with its own cursor, while you keep using yours
  • Nothing to set up: it works in Freshsales signed in as you
  • Finishes multi-step jobs across Freshsales and your other apps

Built to ask before it sends or pays

  • Built to ask first before it sends a message or pays for anything
  • Built not to type your passwords or card numbers for you
  • It listens and looks only while the pill is open

Shows you, not just tells you

  • Explains Freshsales out loud and draws right on your screen
  • Works it out with you on a blackboard when you want to learn it

Always there, in every app

  • Press one key in any app and ask out loud: fn on a Mac, Ctrl+Shift+Space on Windows and Linux
  • Runs jobs on a schedule (early access)
  • For Mac, Windows and Linux

Want it in every app you use?

One account works in every app on your computer. Try it for 10 minutes, no card, then pick a plan.

SEE PRICING
FAQ

Frequently asked questions

On your screen, the way a person at your computer would. Press fn (Ctrl+Shift+Space on Windows and Linux) and ask about what you see in Freshsales: it answers out loud and can draw on Freshsales to show you where things are. In early access on Mac it also works in Freshsales with its own cursor, signed in as you, while you keep using yours.

For example: “List the contacts by view and create a contact” and “Create a deal in Freshsales”. Or ask about what you see: “Show me how to create a contact”. Doing the work for you is in early access on Mac.

No. Open Freshsales and sign in yourself, the way you always do. DuckyHelper works in the window you have open, signed in as you. It's built not to type your passwords or card numbers for you.

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money.

Yes. Press one key and ask out loud. It answers out loud while you keep working, draws on your screen to show you where things are, or works it out with you on a blackboard.

Yes. DuckyHelper works in any app on your computer, so one job can move between Freshsales and the other apps and pages you use.

Doing the work for you is new and in early access on Mac. Asking out loud, drawing on your screen and the blackboard work today on Mac, Windows and Linux.

No. It listens and looks only while the pill is open. When the pill is closed, nothing is heard or seen.

No, there is no charge per app. Try DuckyHelper for 10 minutes with no card. Plus is $20 a month, $14 a month for your first 3 months. See pricing.

Mac (Apple silicon, macOS 14 or later), Windows and Linux. Download DuckyHelper.

No. DuckyHelper is made by MingLLM, Inc. and is not affiliated with or endorsed by Freshsales. It works in Freshsales the same way you do, on your screen.

Try it in Freshsales.Press one key and ask.

It sees Freshsales, explains it out loud and does the work with you.Try it for 10 minutes, no card.

Download DuckyHelper
Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.