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Business productivity ⇄ CRM

Agiloft to Freshsales integration — real-time, two-way sync

Keep Agiloft and Freshsales 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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Why teams connect Agiloft and Freshsales

Sync what happens in Agiloft with the customer records in Freshsales, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Agiloft holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Contracts, Companies, People, Attachments in Agiloft to Accounts, Deals, Tasks, Appointments in Freshsales with bi-directional, real-time sync. Activity and record changes in Agiloft update the matching contact or account in Freshsales, and CRM data flows the other way wherever Agiloft can store and use it.

Common use cases

  • 01 Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.
  • 02 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
  • 03 Two-way sync of contacts and accounts between Freshsales and a Postgres database so product and data teams query CRM data with SQL.
  • 04 Sync deals into a data warehouse for pipeline reporting alongside product usage data.

Common sync patterns

Where Agiloft processes payments

Charges, refunds, and subscription changes appear on the account in Freshsales, so revenue context lives with the relationship.

Where Agiloft can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Freshsales sync into Agiloft, so people working there have the context without switching tools.

Where Agiloft supplies contact or company data

Enriched fields land directly on records in Freshsales, and refreshes keep them from going stale.

What you can sync between Agiloft and Freshsales

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.

Agiloft objects Freshsales objects How this pairing syncs
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. Tasks Rep to-dos created from external triggers or synced for productivity reporting. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. Sales activities Configurable activity types logged against records, useful for engagement scoring. Attachments is specific to Agiloft and Sales activities to Freshsales — each maps to any object or custom field on the other side.
Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. Products Catalog items attached to deals for line-level revenue data. Approvals is specific to Agiloft and Products to Freshsales — each maps to any object or custom field on the other side.
Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. Clause Library is specific to Agiloft and Contacts to Freshsales — each maps to any object or custom field on the other side.
Custom tables Agiloft is a no-code platform, so any customer-built table (NDAs, SOWs, vendor risk, renewals) exposes the same REST and SOAP CRUD and syncs like the standard CLM tables. Accounts Company records kept aligned with billing, ERP, and warehouse tables. Custom tables is specific to Agiloft and Accounts to Freshsales — each maps to any object or custom field on the other side.
Contracts The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM. Deals Pipeline records synced to a warehouse for revenue reporting. Contracts is specific to Agiloft and Deals to Freshsales — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Freshsales

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.

Agiloft Freshsales Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

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

Freshsales Agiloft Sub-second propagation

DetectionFreshsales notifies Stacksync of record changes through webhook events. Polling with updated-at filters through views.

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

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
  • Freshsales: Subject to per-account API rate limits that vary by Freshworks plan.
What ships with Agiloft ⇄ Freshsales

Connect Agiloft and Freshsales for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Freshsales connection.

Real-time

Two-way sync

Changes in Agiloft or Freshsales instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Freshsales 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 Agiloft or Freshsales record.

Observability

Monitoring

Track your Agiloft ⇄ Freshsales sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and Freshsales.

How the Agiloft and Freshsales connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

Freshsales

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

How to connect Agiloft to Freshsales — 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 Agiloft and Freshsales 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
    Agiloft connected
    Freshsales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and Freshsales 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 · Agiloft ⇄ Freshsales
    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
    Agiloft Freshsales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Agiloft and Freshsales 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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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 423 integrations available for Agiloft and Freshsales.

Popular · 6 of 423
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