Real-time
Two-way sync
Changes in Brightpearl or Freshworks CRM instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
Brightpearl to Freshworks CRM integration — real-time, two-way sync
Keep Brightpearl 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.
- SOC 2 and 6 other compliance frameworks
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Brightpearl and Freshworks CRM
Close the gap between front office and back office: Freshworks CRM and Brightpearl share customers and status in real time, in both directions.
Freshworks CRM holds the customer relationship; Brightpearl runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Tasks, Appointments, Sales activities, Lists in Freshworks CRM with Products, Sales orders, Purchase orders, Contacts in Brightpearl field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
- 02 Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.
- 03 Push invoices and payments into an accounting platform for reconciliation.
- 04 Keep the product catalog aligned between Brightpearl and e-commerce channels, including price list changes.
Common sync patterns
Where Brightpearl handles order-to-cash: closed-won flows through
A deal won in Freshworks CRM creates or updates the customer in Brightpearl with clean data, so fulfillment and invoicing start without re-entry.
Where Brightpearl is the finance system of record: money status on the account
Invoice and payment state from Brightpearl shows on the account in Freshworks CRM, so reps see balances before promising the next order.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
What you can sync between Brightpearl 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.
| Brightpearl objects | Freshworks CRM objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. | 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. | |
| Sales orders Orders from all channels; the central object for fulfillment and revenue syncs. | Sales activities Logged activity types used in engagement and productivity analysis. | Sales orders is specific to Brightpearl and Sales activities to Freshworks CRM — each maps to any object or custom field on the other side. | |
| Purchase orders Supplier orders synced with procurement or accounting systems. | Lists Contact list membership synced against segments computed in a warehouse. | Purchase orders is specific to Brightpearl and Lists to Freshworks CRM — each maps to any object or custom field on the other side. | |
| Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. | Notes Context records attached to contacts, accounts, and deals. | Inventory and warehouses is specific to Brightpearl and Notes to Freshworks CRM — each maps to any object or custom field on the other side. | |
| Goods-out notes Fulfillment documents that carry picking and shipping status back to order sources. | Accounts Company records kept consistent with ERP and billing systems. | Goods-out notes is specific to Brightpearl and Accounts to Freshworks CRM — each maps to any object or custom field on the other side. | |
| Invoices and payments Financial documents synced to accounting platforms for reconciliation. | Deals Pipeline records synced out for forecasting and full-funnel reporting. | Invoices and payments is specific to Brightpearl and Deals to Freshworks CRM — each maps to any object or custom field on the other side. |
How changes propagate between Brightpearl 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.
Brightpearl Freshworks CRM Sub-second propagation
DetectionBrightpearl notifies Stacksync of record changes through webhook events. Webhooks for object created/updated events, with resource search polling as a fallback.
DeliveryEach detected change is written to Freshworks CRM through its API, with automatic retries and rate-limit backoff.
Freshworks CRM Brightpearl Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
DeliveryEach detected change is written to Brightpearl through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Brightpearl: Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints.
- Freshworks CRM: Subject to per-account API rate limits that vary by plan.
What ships with Brightpearl ⇄ Freshworks CRM
Connect Brightpearl and Freshworks CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Brightpearl–Freshworks CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Brightpearl 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 Brightpearl or Freshworks CRM record.
Observability
Monitoring
Track your Brightpearl ⇄ 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 Brightpearl and Freshworks CRM.
How the Brightpearl and Freshworks CRM connectors work
Brightpearl
- Integration surface
- REST API, organized into services (order, product, contact, warehouse, accounting)
- Authentication
- OAuth 2.0 (authorization code grant) for current apps; legacy private and public apps authenticate with app reference and account token headers
- Change detection
- Webhooks for object created/updated events, with resource search polling as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints
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 Brightpearl 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 Brightpearl 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.
Brightpearl
connected
Freshworks CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Brightpearl 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 · Brightpearl ⇄ 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.
Brightpearl Freshworks CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Brightpearl and Freshworks CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Brightpearl and Freshworks CRM: authenticate both systems, choose the objects to sync (such as Brightpearl's Contacts and Sales orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Freshworks CRM: Contacts and accounts expose lifecycle stages and custom fields through the API, so one record serves both sales and marketing workflows. Brightpearl: Brightpearl is part of Sage following its 2022 acquisition. Stacksync's field mapping accounts for these differences between Brightpearl and Freshworks CRM without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Brightpearl and Freshworks CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Brightpearl and Freshworks CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Brightpearl–Freshworks CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Brightpearl and Freshworks CRM. 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 Brightpearl: Webhooks for object created/updated events, with resource search polling as a fallback. On Freshworks CRM: Polling with updated-at filters; outbound webhooks can be configured through workflow automations. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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 523 integrations available for Brightpearl and Freshworks CRM.
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Brightpearl ⇄ Nimble -
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Freshworks CRM ⇄ Sage Intacct - Freshworks CRM ⇄ Sage X3
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Freshworks CRM ⇄ SAP
No integrations match .
