Create new conversation in Freshsales via API

App Platform
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1

I am trying to create a new conversation under a Freshsales deal within my app. I would like to know the correct path to use in my requests.json file. Using GET method and path “/crm/sales/api/deals/:dealId/conversations”, I can see all conversations for that deal. But when I try same path with POST method, call fails.

2

Hi @astmartin,

Welcome to the community!

According to the official documentation, the behavior you are experiencing is due to differences between retrieving and creating records in the CRM.

  • GET Requests: The path /crm/sales/api/deals/:id/conversations is supported for fetching existing activities linked to a deal.

  • POST Requests: The Deals API does not support a direct POST method to that specific path for creating conversations.

To create a conversation or activity associated with a deal, you must use the Notes or Tasks endpoints and include the targetable_id (the Deal ID) and targetable_type (set to “Deal”) in your request body.

If you are specifically trying to initiate a chat, please refer to the Freshchat Conversations API, as these are handled by a separate service and cannot be created directly via the CRM Deal endpoint.

Regards,

Himanshu