Real-time
Two-way sync
Changes in Freshsales or Rollworks instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Marketing
Freshsales to Rollworks integration — real-time, two-way sync
Keep Freshsales and Rollworks 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 Rollworks
Keep the people you sell to and the people you market to in one shared view: Freshsales and Rollworks sync contacts, accounts, and engagement in real time, in both directions.
Freshsales owns the customer relationship and the pipeline; Rollworks 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 Accounts, Deals, Tasks, Appointments in Freshsales with Target Account Lists, Account Tiers, Accounts (TAL Items), Audience Segments in Rollworks field by field, in real time, and in both directions. You decide which system owns which fields — Freshsales can own account and opportunity status while Rollworks owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Sync deals into a data warehouse for pipeline reporting alongside product usage data.
- 02 Push product-qualified leads from the warehouse into Freshsales as contacts with lifecycle stages set.
- 03 Create and edit Prospecting v2 Campaigns and Ad Groups programmatically so budgets and targeting stay in step with an internal planning system.
- 04 Consolidate account-level ad engagement by domain into a reporting database to join RollWorks spend against CRM Opportunities.
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 Rollworks builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Freshsales, so who receives a campaign reflects current pipeline reality instead of a stale export.
Where Rollworks generates leads: hand-off without re-keying
New leads or responders captured in Rollworks flow into Freshsales assigned and deduplicated, so nothing sits in a marketing list waiting for someone to export it.
What you can sync between Freshsales and Rollworks
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 | Rollworks objects | How this pairing syncs | |
|---|---|---|---|
| Notes Free-text records attached to contacts, accounts, and deals. | Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. | Notes is specific to Freshsales and Account Tiers to Rollworks — each maps to any object or custom field on the other side. | |
| Sales activities Configurable activity types logged against records, useful for engagement scoring. | Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. | Sales activities is specific to Freshsales and Accounts (TAL Items) to Rollworks — each maps to any object or custom field on the other side. | |
| Products Catalog items attached to deals for line-level revenue data. | Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. | Products is specific to Freshsales and Audience Segments to Rollworks — 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. | Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. | Contacts is specific to Freshsales and Campaigns to Rollworks — each maps to any object or custom field on the other side. | |
| Accounts Company records kept aligned with billing, ERP, and warehouse tables. | Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. | Accounts is specific to Freshsales and Ad Groups and Ads to Rollworks — each maps to any object or custom field on the other side. | |
| Deals Pipeline records synced to a warehouse for revenue reporting. | Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. | Deals is specific to Freshsales and Reporting and Attribution to Rollworks — each maps to any object or custom field on the other side. |
How changes propagate between Freshsales and Rollworks
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 Rollworks 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 Rollworks through its API, with automatic retries and rate-limit backoff.
Rollworks Freshsales Interval-based propagation
DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.
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.
- Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Freshsales ⇄ Rollworks
Connect Freshsales and Rollworks for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshsales–Rollworks connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshsales or Rollworks 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 Rollworks record.
Observability
Monitoring
Track your Freshsales ⇄ Rollworks 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 Rollworks.
How the Freshsales and Rollworks 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
Rollworks
- Integration surface
- REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
- Authentication
- OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
- Change detection
- Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
- Capabilities
- read · write
- Rate limits
- NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works
How to connect Freshsales to Rollworks — 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 Freshsales and Rollworks with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Freshsales
connected
Rollworks
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshsales and Rollworks 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 · Freshsales ⇄ RollworksCustomers 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.
Freshsales RollworksCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshsales and Rollworks integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshsales and Rollworks: authenticate both systems, choose the objects to sync (such as Freshsales's Notes and Sales activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Freshsales and Rollworks 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 Freshsales and Rollworks connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshsales–Rollworks integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshsales and Rollworks. 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 Freshsales: Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations. On Rollworks: Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published. 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 Freshsales side: Accounts, Deals, Tasks, Appointments, plus custom fields where Freshsales exposes them. On the Rollworks side: Target Account Lists, Account Tiers, Accounts (TAL Items), Audience Segments. Stacksync auto-detects both schemas and converts types between the two systems.
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
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