Real-time
Two-way sync
Changes in Bill or Freshsales instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Bill to Freshsales integration — real-time, two-way sync
Keep Bill 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.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from MuleSoft
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Migrated from Celigo
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Bill and Freshsales
Sync customers, invoices, and payment status between Bill and Freshsales in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Freshsales knows the relationship: who the contacts are and what is in motion with the account. Bill 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 Chart of Accounts, Bank Accounts, Vendor Credits and Credit Memos, Bills in Bill to Appointments, Notes, Sales activities, Products in Freshsales 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 Write Vendors created during ERP onboarding into BILL so new payees are ready to pay without manual re-entry.
- 02 Read Payments and payment status into a reconciliation database once bills are marked paid in BILL.
- 03 Keep Freshsales accounts aligned with a billing system so plan and revenue fields stay current.
- 04 Sync sales activities and appointments into analytics tools for rep productivity reporting.
Common sync patterns
Billing detail changes flow back
When a contact or address is corrected in Freshsales, Bill gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Freshsales when chasing a balance, and sales sees that the chase is happening.
Where Freshsales tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Bill with the right billing details, so invoicing starts without re-keying.
What you can sync between Bill 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.
| Bill objects | Freshsales objects | How this pairing syncs | |
|---|---|---|---|
| Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. | Notes Free-text records attached to contacts, accounts, and deals. | Customers is specific to Bill and Notes to Freshsales — each maps to any object or custom field on the other side. | |
| Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. | Sales activities Configurable activity types logged against records, useful for engagement scoring. | Payments is specific to Bill and Sales activities to Freshsales — each maps to any object or custom field on the other side. | |
| Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. | Products Catalog items attached to deals for line-level revenue data. | Chart of Accounts is specific to Bill and Products to Freshsales — each maps to any object or custom field on the other side. | |
| Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. | Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. | Bank Accounts is specific to Bill and Contacts to Freshsales — each maps to any object or custom field on the other side. | |
| Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. | Accounts Company records kept aligned with billing, ERP, and warehouse tables. | Vendor Credits and Credit Memos is specific to Bill and Accounts to Freshsales — each maps to any object or custom field on the other side. | |
| Bills Accounts-payable amounts owed to vendors, with bill line items; read and created via /v3/bills and pulled incrementally by filtering on createdTime/updatedTime. | Deals Pipeline records synced to a warehouse for revenue reporting. | Bills is specific to Bill and Deals to Freshsales — each maps to any object or custom field on the other side. |
How changes propagate between Bill 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.
Bill Freshsales Sub-second propagation
DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.
DeliveryEach detected change is written to Freshsales through its API, with automatic retries and rate-limit backoff.
Freshsales Bill 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 Bill through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
- Freshsales: Subject to per-account API rate limits that vary by Freshworks plan.
What ships with Bill ⇄ Freshsales
Connect Bill and Freshsales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Freshsales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill 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 Bill or Freshsales record.
Observability
Monitoring
Track your Bill ⇄ Freshsales sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Bill and Freshsales.
How the Bill and Freshsales connectors work
Bill
- Integration surface
- REST/JSON (BILL v3 Connect API)
- Authentication
- Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
- Change detection
- Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
- Capabilities
- read · write · webhooks
- Rate limits
- 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
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 Bill 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.
- 01
Connect your apps
Authenticate Bill 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.
Bill
connected
Freshsales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill 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.
objects · Bill ⇄ FreshsalesCustomers 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.
Bill FreshsalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and Freshsales integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Bill and Freshsales: authenticate both systems, choose the objects to sync (such as Bill's Customers and Payments), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Bill and Freshsales. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Bill: Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback. On Freshsales: Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Bill side: Chart of Accounts, Bank Accounts, Vendor Credits and Credit Memos, Bills, plus custom fields where Bill exposes them. On the Freshsales side: Appointments, Notes, Sales activities, Products. 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 Bill and Freshsales: Billing detail changes flow back; Collections with context; Where Freshsales tracks deals: closed-won creates the finance record. When a contact or address is corrected in Freshsales, Bill gets the update before the next invoice goes out.
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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