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Security and identity ⇄ CRM

Active Directory to Freshworks CRM integration — real-time, two-way sync

Keep Active Directory and Freshworks CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Active Directory and Freshworks CRM

Keep the people Freshworks CRM and Active Directory both track in agreement in real time: the internal users who own records in Freshworks CRM, and the customer login accounts in Active Directory.

A CRM and an identity system usually describe different populations. Freshworks CRM tracks customers, contacts, and the deals in motion; Active Directory governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in Freshworks CRM are the same employees Active Directory provisions and disables, and when Active Directory also runs the login accounts for your product, the customers in Freshworks CRM are the same users Active Directory authenticates. Left unconnected, a departure in Active Directory leaves stale ownership sitting in Freshworks CRM, and a signup in Active Directory never reaches the account it belongs to.

Stacksync syncs Sales activities, Lists, Notes, Contacts in Freshworks CRM with Groups, Group memberships, Devices, Directory roles in Active Directory in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
  • 02 Keep list membership aligned with segments computed in the warehouse.
  • 03 Read Devices and service principals into a database for identity, asset, and license inventory across the tenant.
  • 04 Two-way sync Users and Groups between Microsoft Entra ID and an HRIS or Postgres so joiners, movers, and leavers provision and deprovision automatically.

Common sync patterns

Where Active Directory runs customer login accounts: identity on the customer record

Signup, account status, multi-factor enrollment, and last-login from Active Directory land on the matching contact or account in Freshworks CRM, so go-to-market teams see who has actually activated and who has gone dormant.

Group and entitlement membership as CRM fields

Membership of a directory group or an entitlement in Active Directory maps to fields in Freshworks CRM, such as product tier, plan, or internal team, so segmentation reflects real access rather than a manual guess.

Where a closed deal should provision access: Freshworks CRM drives Active Directory

A won or activated customer in Freshworks CRM can create or update the corresponding user or account in Active Directory, so provisioning starts from the CRM record instead of a separate ticket.

What you can sync between Active Directory and Freshworks CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Active Directory objects Freshworks CRM objects How this pairing syncs
Directory roles Admin role assignments (directoryRole); read for access reviews and least-privilege governance. Lists Contact list membership synced against segments computed in a warehouse. Directory roles is specific to Active Directory and Lists to Freshworks CRM — each maps to any object or custom field on the other side.
Service principals & applications App registrations and enterprise apps; read-mostly for entitlement and license inventory. Notes Context records attached to contacts, accounts, and deals. Service principals & applications is specific to Active Directory and Notes to Freshworks CRM — each maps to any object or custom field on the other side.
Organizational units On-prem AD DS containers (LDAP organizationalUnit) used to scope which users and groups a sync includes. Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Organizational units is specific to Active Directory and Contacts to Freshworks CRM — each maps to any object or custom field on the other side.
Organizational contacts Directory contact objects (orgContact); synced for shared address-book and CRM person records. Accounts Company records kept consistent with ERP and billing systems. Organizational contacts is specific to Active Directory and Accounts to Freshworks CRM — each maps to any object or custom field on the other side.
Users User accounts in Entra ID and on-prem AD DS; synced two-way to create, update attributes, and enable or disable accounts. Deals Pipeline records synced out for forecasting and full-funnel reporting. Users is specific to Active Directory and Deals to Freshworks CRM — each maps to any object or custom field on the other side.
Groups Security and Microsoft 365 groups; synced two-way including name, type, and owner, with membership tracked separately. Tasks Follow-ups created from external signals such as product usage events. Groups is specific to Active Directory and Tasks to Freshworks CRM — each maps to any object or custom field on the other side.

How changes propagate between Active Directory and Freshworks CRM

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Active Directory Freshworks CRM Sub-second propagation

DetectionActive Directory notifies Stacksync of record changes through webhook events. Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers.

DeliveryEach detected change is written to Freshworks CRM through its API, with automatic retries and rate-limit backoff.

Freshworks CRM Active Directory Sub-second propagation

DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.

DeliveryEach detected change is written to Active Directory through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Active Directory: Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.
  • Freshworks CRM: Subject to per-account API rate limits that vary by plan.
What ships with Active Directory ⇄ Freshworks CRM

Connect Active Directory and Freshworks CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Active Directory–Freshworks CRM connection.

Real-time

Two-way sync

Changes in Active Directory or Freshworks CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Active Directory or Freshworks CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Active Directory or Freshworks CRM record.

Observability

Monitoring

Track your Active Directory ⇄ Freshworks CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Active Directory and Freshworks CRM.

How the Active Directory and Freshworks CRM connectors work

Active Directory

Integration surface
Microsoft Graph REST API (Entra ID / cloud) and LDAP/LDAPS (on-premises AD DS)
Authentication
OAuth 2.0 via the Microsoft identity platform — an app registration with application or delegated permissions (e.g. User.ReadWrite.All, Group.ReadWrite.All) and admin consent; on-prem AD DS uses a bound service account over LDAPS.
Change detection
Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers; on-prem AD DS uses the DirSync control and uSNChanged polling.
Capabilities
read · write · webhooks
Rate limits
Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.

Freshworks CRM

Integration surface
REST API
Authentication
API key sent as a Token authorization header
Change detection
Polling with updated-at filters; outbound webhooks can be configured through workflow automations
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that vary by plan
How it works

How to connect Active Directory to Freshworks CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Active Directory and Freshworks CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Active Directory connected
    Freshworks CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Active Directory and Freshworks CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Active Directory ⇄ Freshworks CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Active Directory Freshworks CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Active Directory and Freshworks CRM integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 520 integrations available for Active Directory and Freshworks CRM.

Popular · 8 of 520
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