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CRM ⇄ Accounting and finance

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

Keep Freshsales and Rillet 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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Why teams connect Freshsales and Rillet

Sync customers, invoices, and payment status between Rillet 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. Rillet 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 Custom Field, Account, Customer, Vendor in Rillet to Accounts, Deals, Tasks, Appointments 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 AR and collection status back to customer success tools ahead of renewals.
  • 02 Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • 03 Sync sales activities and appointments into analytics tools for rep productivity reporting.
  • 04 Two-way sync of contacts and accounts between Freshsales and a Postgres database so product and data teams query CRM data with SQL.

Common sync patterns

Where Freshsales tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.

Payment status on the account

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

Billing detail changes flow back

When a contact or address is corrected in Freshsales, Rillet gets the update before the next invoice goes out.

What you can sync between Freshsales and Rillet

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 Rillet objects How this pairing syncs
Accounts Company records kept aligned with billing, ERP, and warehouse tables. Account Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Appointments Scheduled meetings readable for activity analytics. Vendor Synced with incremental and full sync per the Stacksync docs. Appointments is specific to Freshsales and Vendor to Rillet — each maps to any object or custom field on the other side.
Notes Free-text records attached to contacts, accounts, and deals. Invoice Synced with incremental and full sync per the Stacksync docs. Notes is specific to Freshsales and Invoice to Rillet — each maps to any object or custom field on the other side.
Sales activities Configurable activity types logged against records, useful for engagement scoring. Credit Memo Synced with incremental and full sync per the Stacksync docs. Sales activities is specific to Freshsales and Credit Memo to Rillet — each maps to any object or custom field on the other side.
Products Catalog items attached to deals for line-level revenue data. Bill Synced with incremental and full sync per the Stacksync docs. Products is specific to Freshsales and Bill to Rillet — each maps to any object or custom field on the other side.
Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. Journal Entry Synced with incremental and full sync per the Stacksync docs. Contacts is specific to Freshsales and Journal Entry to Rillet — each maps to any object or custom field on the other side.

How changes propagate between Freshsales and Rillet

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

Rillet Freshsales Sub-second propagation

DetectionRillet pushes changes as they happen — webhook events backed by change data capture. Near real-time updates via change tracking.

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.
  • Rillet: Subject to the platform's API rate limits.
What ships with Freshsales ⇄ Rillet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshsales or Rillet 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 Rillet record.

Observability

Monitoring

Track your Freshsales ⇄ Rillet 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 Rillet.

How the Freshsales and Rillet 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

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

Freshsales and Rillet 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.

Learn more about security
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:

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 443 integrations available for Freshsales and Rillet.

Popular · 8 of 443
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