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CRM ⇄ Accounting and finance

Freshsales to Navan integration — real-time, two-way sync

Keep Freshsales and Navan 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 Freshsales and Navan

Sync customers, invoices, and payment status between Navan 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. Navan 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 Repayments, Fees, and Adjustments, Users, Card Transactions, Connect Transactions in Navan to Sales activities, Products, Contacts, Accounts 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 Sync Users and department mappings from an HRIS into reporting tables so every transaction is attributed to a cost center and manager.
  • 02 Sync Card Transactions and Manual Transactions into Postgres or a warehouse so finance analyzes corporate spend in SQL without manual CSV exports.
  • 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

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 Navan with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Navan appears on the account in Freshsales, so reps see overdue balances before they promise the next order.

What you can sync between Freshsales and Navan

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.

Freshsales objects Navan objects How this pairing syncs
Accounts Company records kept aligned with billing, ERP, and warehouse tables. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Accounts is specific to Freshsales and Custom Fields to Navan — each maps to any object or custom field on the other side.
Deals Pipeline records synced to a warehouse for revenue reporting. Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Deals is specific to Freshsales and Receipts to Navan — each maps to any object or custom field on the other side.
Tasks Rep to-dos created from external triggers or synced for productivity reporting. Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Tasks is specific to Freshsales and Repayments, Fees, and Adjustments to Navan — each maps to any object or custom field on the other side.
Appointments Scheduled meetings readable for activity analytics. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Appointments is specific to Freshsales and Users to Navan — each maps to any object or custom field on the other side.
Notes Free-text records attached to contacts, accounts, and deals. Card Transactions Navan physical and virtual card spend; read via GET, then GL codes, cost centers, and ERP sync status are written back per transaction through the transaction update endpoint. Notes is specific to Freshsales and Card Transactions to Navan — each maps to any object or custom field on the other side.
Sales activities Configurable activity types logged against records, useful for engagement scoring. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Sales activities is specific to Freshsales and Connect Transactions to Navan — each maps to any object or custom field on the other side.

How changes propagate between Freshsales and Navan

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.

Freshsales Navan 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 Navan through its API, with automatic retries and rate-limit backoff.

Navan Freshsales Sub-second propagation

DetectionNavan notifies Stacksync of record changes through webhook events. Navan's Expense API supports webhooks for transaction and expense events.

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

Rate-limit considerations

  • Freshsales: Subject to per-account API rate limits that vary by Freshworks plan.
  • Navan: Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
What ships with Freshsales ⇄ Navan

Connect Freshsales and Navan for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshsales–Navan connection.

Real-time

Two-way sync

Changes in Freshsales or Navan instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshsales or Navan 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 Freshsales or Navan record.

Observability

Monitoring

Track your Freshsales ⇄ Navan sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Freshsales and Navan.

How the Freshsales and Navan connectors work

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

Navan

Integration surface
REST (Expense API and Booking API)
Authentication
OAuth 2.0 client-credentials flow; an admin creates a client_id and client_secret under Settings > Integrations and exchanges them at Navan's OAuth token endpoint for a short-lived bearer token that is refreshed on expiry (separate US and EU regional hosts)
Change detection
Navan's Expense API supports webhooks for transaction and expense events; sync engines also poll GET endpoints with date-range and updatedAt filters (createdFrom/createdTo for bookings) to backfill history and reconcile. There is no database-level CDC.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
How it works

How to connect Freshsales to Navan — 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 Freshsales and Navan 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
    Freshsales connected
    Navan connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshsales and Navan 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 · Freshsales ⇄ Navan
    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
    Freshsales Navan
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Freshsales and Navan 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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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 517 integrations available for Freshsales and Navan.

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