Real-time
Two-way sync
Changes in Agiloft or Freshworks CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Agiloft to Freshworks CRM integration — real-time, two-way sync
Keep Agiloft 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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Why teams connect Agiloft and Freshworks CRM
Sync what happens in Agiloft with the customer records in Freshworks CRM, 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 Tasks, Clause Library, Custom tables, Contracts in Agiloft to Lists, Notes, Contacts, Accounts in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in Agiloft update the matching contact or account in Freshworks CRM, and CRM data flows the other way wherever Agiloft can store and use it.
Common use cases
- 01 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
- 02 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
- 03 Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
- 04 Keep list membership aligned with segments computed in the warehouse.
Common sync patterns
Where Agiloft supplies contact or company data
Enriched fields land directly on records in Freshworks CRM, and refreshes keep them from going stale.
Where Agiloft processes payments
Charges, refunds, and subscription changes appear on the account in Freshworks CRM, so revenue context lives with the relationship.
Where Agiloft can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Freshworks CRM sync into Agiloft, so people working there have the context without switching tools.
What you can sync between Agiloft 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.
| Agiloft objects | Freshworks CRM 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 Follow-ups created from external signals such as product usage events. | 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. | Accounts Company records kept consistent with ERP and billing systems. | Attachments is specific to Agiloft and Accounts to Freshworks CRM — 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. | Deals Pipeline records synced out for forecasting and full-funnel reporting. | Approvals is specific to Agiloft and Deals to Freshworks CRM — 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. | Appointments Meeting records readable for activity reporting. | Clause Library is specific to Agiloft and Appointments to Freshworks CRM — 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. | Sales activities Logged activity types used in engagement and productivity analysis. | Custom tables is specific to Agiloft and Sales activities to Freshworks CRM — 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. | Lists Contact list membership synced against segments computed in a warehouse. | Contracts is specific to Agiloft and Lists to Freshworks CRM — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft 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.
Agiloft Freshworks CRM 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 Freshworks CRM through its API, with automatic retries and rate-limit backoff.
Freshworks CRM Agiloft Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
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.
- Freshworks CRM: Subject to per-account API rate limits that vary by plan.
What ships with Agiloft ⇄ Freshworks CRM
Connect Agiloft and Freshworks CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Freshworks CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft 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 Agiloft or Freshworks CRM record.
Observability
Monitoring
Track your Agiloft ⇄ 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 Agiloft and Freshworks CRM.
How the Agiloft and Freshworks CRM 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.
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 Agiloft 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.
- 01
Connect your apps
Authenticate Agiloft 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.
Agiloft
connected
Freshworks CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft 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.
objects · Agiloft ⇄ Freshworks CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Agiloft Freshworks CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Freshworks CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Freshworks CRM: authenticate both systems, choose the objects to sync (such as Agiloft's Tasks and Attachments), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Agiloft side: Tasks, Clause Library, Custom tables, Contracts, plus custom fields where Agiloft exposes them. On the Freshworks CRM side: Lists, Notes, Contacts, Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
-
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Agiloft and Freshworks CRM: Where Agiloft supplies contact or company data; Where Agiloft processes payments; Where Agiloft can store CRM context: fields kept current. Enriched fields land directly on records in Freshworks CRM, and refreshes keep them from going stale.
-
Agiloft: 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. Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. Stacksync manages authentication, retries, and rate limits on both sides.
-
Agiloft: Native webhooks fire on record create, edit, or delete, and Agiloft verifies the callback URL with a GET handshake before delivering events; register them via POST /ewws/webhooks. Freshworks CRM: Freshworks CRM was rebranded as Freshsales Suite; it shares the Freshsales API surface, with marketing features layered onto the same contact model. Stacksync's field mapping accounts for these differences between Agiloft and Freshworks CRM without custom code.
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.
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:
Related integrations
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