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Marketing ⇄ CRM

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

Keep Bingads 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 Bingads and Freshworks CRM

Keep the people you sell to and the people you market to in one shared view: Freshworks CRM and Bingads sync contacts, accounts, and engagement in real time, in both directions.

Freshworks CRM owns the customer relationship and the pipeline; Bingads runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Notes, Contacts, Accounts, Deals in Freshworks CRM with Budgets & Bid Strategies, Audiences & Remarketing Lists, Conversion Goals & Offline Conversions, Ad Extensions (Assets) in Bingads field by field, in real time, and in both directions. You decide which system owns which fields — Freshworks CRM can own account and opportunity status while Bingads owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Mirror deal and activity data into a Postgres database that internal tools query directly.
  • 02 Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
  • 03 Import offline conversions - closed-won deals and qualified leads - from a CRM into Microsoft Advertising with ApplyOfflineConversions so automated bidding optimizes on real outcomes.
  • 04 Mirror Accounts, Customers, and users from Customer Management into an internal database for agency/MCC-style hierarchy and access reporting.

Common sync patterns

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

Segments and audiences follow the CRM

Where Bingads builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Freshworks CRM, so who receives a campaign reflects current pipeline reality instead of a stale export.

Where Bingads generates leads: hand-off without re-keying

New leads or responders captured in Bingads flow into Freshworks CRM assigned and deduplicated, so nothing sits in a marketing list waiting for someone to export it.

What you can sync between Bingads 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.

Bingads objects Freshworks CRM objects How this pairing syncs
Conversion Goals & Offline Conversions Conversion goals (read/create) plus ApplyOfflineConversions, which imports offline conversion events (closed deals, qualified leads) back into Microsoft Advertising to inform bidding. Notes Context records attached to contacts, accounts, and deals. Conversion Goals & Offline Conversions is specific to Bingads and Notes to Freshworks CRM — each maps to any object or custom field on the other side.
Ad Extensions (Assets) Sitelink, callout, image, call, and other extensions/assets associated to campaigns and ad groups; CRUD via Campaign Management. Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Ad Extensions (Assets) is specific to Bingads and Contacts to Freshworks CRM — each maps to any object or custom field on the other side.
Accounts, Customers & Users Customer Management hierarchy - accounts, customers, and users - read and managed to mirror agency/MCC-style structure and access into an internal database. Accounts Company records kept consistent with ERP and billing systems. Accounts, Customers & Users is specific to Bingads and Accounts to Freshworks CRM — each maps to any object or custom field on the other side.
Performance Reports Campaign, ad group, keyword, geographic, and audience performance via the asynchronous Reporting service (submit, poll, download); read-only spend and conversion data. Deals Pipeline records synced out for forecasting and full-funnel reporting. Performance Reports is specific to Bingads and Deals to Freshworks CRM — each maps to any object or custom field on the other side.
Campaigns Search, Audience, Shopping, and Performance Max campaigns with budget, status, and campaign-type settings; full create/read/update/delete through the Campaign Management service (or Bulk for scale). Tasks Follow-ups created from external signals such as product usage events. Campaigns is specific to Bingads and Tasks to Freshworks CRM — each maps to any object or custom field on the other side.
Ad Groups Ad groups under a campaign with bids, network and audience targeting, and status; CRUD via Campaign Management, so structure can be pushed in from a database. Appointments Meeting records readable for activity reporting. Ad Groups is specific to Bingads and Appointments to Freshworks CRM — each maps to any object or custom field on the other side.

How changes propagate between Bingads 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.

Bingads Freshworks CRM Interval-based propagation

DetectionStacksync polls Bingads for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks or change-data-capture.

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

Freshworks CRM Bingads Sub-second propagation

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

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

Rate-limit considerations

  • Bingads: Service-specific throttling rather than one global limit. Ad Insight caps calls per user per minute with a 60-second sliding window at the customer level. The Bulk service caps download/upload calls and, once hit, returns 'no more bulk upload or download calls will be permitted for this account,' clearing after up to 15 minutes; Campaign Management caps entities per call, so large changes go through Bulk.
  • Freshworks CRM: Subject to per-account API rate limits that vary by plan.
What ships with Bingads ⇄ Freshworks CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Bingads 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 Bingads or Freshworks CRM record.

Observability

Monitoring

Track your Bingads ⇄ 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 Bingads and Freshworks CRM.

How the Bingads and Freshworks CRM connectors work

Bingads

Integration surface
SOAP web services (Bing Ads API v13): Campaign Management, Bulk, Reporting, Customer Management, Customer Billing, and Ad Insight services, plus offline conversion import. SDKs for C#, Java, Python, and PHP; a Sandbox environment mirrors production.
Authentication
OAuth 2.0 (Microsoft identity platform / Azure AD) access tokens passed in the SOAP AuthenticationToken header, plus a Microsoft Advertising Developer Token that authorizes API access; calls are scoped by CustomerId and account (CustomerAccountId).
Change detection
No webhooks or change-data-capture. Reporting is asynchronous - submit a report request, poll until it completes, then download the file. Current campaign state is refreshed via scheduled Bulk downloads (full or by last-sync date) or entity list calls.
Capabilities
read · write
Rate limits
Service-specific throttling rather than one global limit. Ad Insight caps calls per user per minute with a 60-second sliding window at the customer level. The Bulk service caps download/upload calls and, once hit, returns 'no more bulk upload or download calls will be permitted for this account,' clearing after up to 15 minutes; Campaign Management caps entities per call, so large changes go through Bulk.

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

    Choose tables

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

Bingads 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.

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→ 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 480 integrations available for Bingads and Freshworks CRM.

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