Real-time
Two-way sync
Changes in Autopilot or Freshworks CRM instantly reflect in both systems. No stale data, no manual imports.
AI ⇄ CRM
Autopilot to Freshworks CRM integration — real-time, two-way sync
Keep Autopilot 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 Autopilot and Freshworks CRM
Write what Autopilot computes onto the contacts, accounts, and deals in Freshworks CRM, and feed Freshworks CRM's records back into Autopilot, in real time and in both directions.
Autopilot turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in Freshworks CRM, where reps and marketers actually work. Intelligence that stays inside Autopilot rarely reaches the record where a decision gets made, and Autopilot is only as sharp as the data it sees, which is also held in Freshworks CRM.
Stacksync connects Journeys (Triggers), Activities, Contacts, Lists in Autopilot to Lists, Notes, Contacts, Accounts in Freshworks CRM with bi-directional, real-time sync. Records and fields from Freshworks CRM flow into Autopilot as the material it scores, indexes, or enriches, and the values Autopilot produces flow back onto the matching contact, account, or deal in Freshworks CRM, field by field, within seconds. There is no batch export in the middle and no glue code to maintain.
Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so Freshworks CRM stays the record of the customer while Autopilot stays where the computation happens.
Common use cases
- 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
- 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
- 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 Autopilot classifies or tags: labels sync onto the record
Categories, sentiment, or intent produced in Autopilot attach to the right contact, account, or deal in Freshworks CRM, keeping segmentation current as new data arrives.
Where Autopilot indexes records for retrieval: Freshworks CRM keeps it fresh
Contacts, accounts, and notes from Freshworks CRM sync into Autopilot as they change, so embeddings or search stay aligned with the live CRM instead of a stale export.
Where Autopilot summarizes or drafts: text where reps read it
Summaries, next steps, or drafted messages generated in Autopilot write back onto the account or deal in Freshworks CRM, next to the relationship they describe.
What you can sync between Autopilot 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.
| Autopilot objects | Freshworks CRM objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. | Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. | Lists Contact list membership synced against segments computed in a warehouse. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. | Deals Pipeline records synced out for forecasting and full-funnel reporting. | Activities is specific to Autopilot and Deals to Freshworks CRM — each maps to any object or custom field on the other side. | |
| Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. | Tasks Follow-ups created from external signals such as product usage events. | Custom Fields is specific to Autopilot and Tasks to Freshworks CRM — each maps to any object or custom field on the other side. | |
| Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. | Appointments Meeting records readable for activity reporting. | Smart Segments is specific to Autopilot and Appointments to Freshworks CRM — each maps to any object or custom field on the other side. | |
| Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. | Sales activities Logged activity types used in engagement and productivity analysis. | Journeys (Triggers) is specific to Autopilot and Sales activities to Freshworks CRM — each maps to any object or custom field on the other side. |
How changes propagate between Autopilot 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.
Autopilot Freshworks CRM Interval-based propagation
DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.
DeliveryEach detected change is written to Freshworks CRM through its API, with automatic retries and rate-limit backoff.
Freshworks CRM Autopilot Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
- Freshworks CRM: Subject to per-account API rate limits that vary by plan.
What ships with Autopilot ⇄ Freshworks CRM
Connect Autopilot and Freshworks CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Freshworks CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Autopilot 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 Autopilot or Freshworks CRM record.
Observability
Monitoring
Track your Autopilot ⇄ 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 Autopilot and Freshworks CRM.
How the Autopilot and Freshworks CRM connectors work
Autopilot
- Integration surface
- REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
- Authentication
- Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
- Change detection
- No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
- Capabilities
- read · write
- Rate limits
- The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
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 Autopilot 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 Autopilot 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.
Autopilot
connected
Freshworks CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Autopilot 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 · Autopilot ⇄ 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.
Autopilot Freshworks CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Autopilot and Freshworks CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Autopilot and Freshworks CRM: authenticate both systems, choose the objects to sync (such as Autopilot's Contacts and Lists), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Autopilot side: Journeys (Triggers), Activities, Contacts, Lists, plus custom fields where Autopilot exposes them. On the Freshworks CRM side: Lists, Notes, Contacts, Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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Common patterns for Autopilot and Freshworks CRM: Where Autopilot classifies or tags: labels sync onto the record; Where Autopilot indexes records for retrieval: Freshworks CRM keeps it fresh; Where Autopilot summarizes or drafts: text where reps read it. Categories, sentiment, or intent produced in Autopilot attach to the right contact, account, or deal in Freshworks CRM, keeping segmentation current as new data arrives.
-
Autopilot: REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints. Authentication: Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/. Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. Stacksync manages authentication, retries, and rate limits on both sides.
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Autopilot: Contacts are upserted by email, and custom fields are user-defined, so field keys must be discovered before mapping them to destination columns. Freshworks CRM: Contacts and accounts expose lifecycle stages and custom fields through the API, so one record serves both sales and marketing workflows. Stacksync's field mapping accounts for these differences between Autopilot 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
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
Every pair below is a real-time, two-way sync. Search all 495 integrations available for Autopilot and Freshworks CRM.
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