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Accounting and finance ⇄ CRM

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

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

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Why teams connect Adyen and Freshworks CRM

Sync customers, invoices, and payment status between Adyen and Freshworks CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Freshworks CRM knows the relationship: who the contacts are and what is in motion with the account. Adyen knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Payments, Modifications (Captures, Refunds, Cancels), Payment Links, Merchant Accounts in Adyen to Contacts, Accounts, Deals, Tasks in Freshworks CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Provision Stores, Users, and API credentials through the Management API from an internal admin app or IdP so new locations and staff get the right Adyen access automatically.
  • 02 Load Settlement Detail Reports into a warehouse to break out fees, interchange, and net payouts by merchant account for finance and treasury reporting.
  • 03 Mirror deal and activity data into a Postgres database that internal tools query directly.
  • 04 Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.

Common sync patterns

Where Freshworks CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Adyen with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Adyen appears on the account in Freshworks CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Freshworks CRM, Adyen gets the update before the next invoice goes out.

What you can sync between Adyen 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.

Adyen objects Freshworks CRM objects How this pairing syncs
Stores Physical and online store entities under a merchant account (Management API); full CRUD, so new locations and their payment-method configuration can be provisioned from an internal admin source. Deals Pipeline records synced out for forecasting and full-funnel reporting. Stores is specific to Adyen and Deals to Freshworks CRM — each maps to any object or custom field on the other side.
Users and API Credentials Customer Area users and API-credential objects managed via the Management API; created, updated, and deprovisioned to keep Adyen access aligned with an IdP or HR source. Tasks Follow-ups created from external signals such as product usage events. Users and API Credentials is specific to Adyen and Tasks to Freshworks CRM — each maps to any object or custom field on the other side.
Webhook Configurations Per-company or per-merchant webhook subscriptions (Management API); created, listed, and updated to control which events Adyen sends and to which endpoint and HMAC key. Appointments Meeting records readable for activity reporting. Webhook Configurations is specific to Adyen and Appointments to Freshworks CRM — each maps to any object or custom field on the other side.
Settlement Detail Reports Downloadable reports of settled transactions, fees, and payouts per merchant account; read-only, delivered when a report webhook fires, and loaded for finance reconciliation. Sales activities Logged activity types used in engagement and productivity analysis. Settlement Detail Reports is specific to Adyen and Sales activities to Freshworks CRM — each maps to any object or custom field on the other side.
Payments Checkout API payment requests and results (/payments); created to authorize a card, wallet, or local payment, and retrieved by pspReference. Final state arrives asynchronously via the AUTHORISATION webhook. Lists Contact list membership synced against segments computed in a warehouse. Payments is specific to Adyen and Lists to Freshworks CRM — each maps to any object or custom field on the other side.
Modifications (Captures, Refunds, Cancels) Actions on an authorized payment via /payments/{pspReference}/captures, /refunds, and /cancels; written to settle, return, or void funds, with results confirmed by CAPTURE and REFUND webhooks. Notes Context records attached to contacts, accounts, and deals. Modifications (Captures, Refunds, Cancels) is specific to Adyen and Notes to Freshworks CRM — each maps to any object or custom field on the other side.

How changes propagate between Adyen 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.

Adyen Freshworks CRM Sub-second propagation

DetectionAdyen notifies Stacksync of record changes through webhook events. Standard webhooks for payment events (AUTHORISATION, CAPTURE, REFUND, CHARGEBACK, and more) plus Management, Balance Platform, and report webhooks.

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

Freshworks CRM Adyen Sub-second propagation

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

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

Rate-limit considerations

  • Adyen: Adyen does not publish fixed numeric rate limits; excessive requests return HTTP 429, and the Management API reports 'too many requests' in the error detail. Adyen recommends exponential backoff, and no rate-limit response headers are documented.
  • Freshworks CRM: Subject to per-account API rate limits that vary by plan.
What ships with Adyen ⇄ Freshworks CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Adyen 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 Adyen or Freshworks CRM record.

Observability

Monitoring

Track your Adyen ⇄ 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 Adyen and Freshworks CRM.

How the Adyen and Freshworks CRM connectors work

Adyen

Integration surface
REST APIs on adyen.com - Checkout (/checkout/v71), Management (/v3), Balance Platform / Configuration, Transfers, Payouts, and Reports, with standard webhooks for events
Authentication
API key in the X-API-Key header per web service or Balance Platform user (primary for Checkout, Management, and Balance Platform); Basic auth for classic web-service users; OAuth 2.0 for partner integrations; client keys are client-side only
Change detection
Standard webhooks for payment events (AUTHORISATION, CAPTURE, REFUND, CHARGEBACK, and more) plus Management, Balance Platform, and report webhooks; all HMAC-signed and acknowledged with a 2xx within about 10 seconds. No database-style CDC; historical transactions come from Settlement Detail Reports
Capabilities
read · write · webhooks
Rate limits
Adyen does not publish fixed numeric rate limits; excessive requests return HTTP 429, and the Management API reports 'too many requests' in the error detail. Adyen recommends exponential backoff, and no rate-limit response headers are documented.

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 Adyen 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 Adyen 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
    Adyen connected
    Freshworks CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Adyen 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 · Adyen ⇄ 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
    Adyen Freshworks CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Adyen 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ 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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 517 integrations available for Adyen and Freshworks CRM.

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