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CRM ⇄ Storage

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

Keep Freshsales and Sharepoint 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 Sharepoint

Keep the paperwork with the relationship: Freshsales and Sharepoint share every customer's records and files in real time, in both directions.

Freshsales holds the customer relationship as structured records; Sharepoint holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Products, Contacts, Accounts, Deals in Freshsales aligned with Drive items (document libraries), Columns and content types, Permissions and sharing, Site pages in Sharepoint, in real time. A new account or deal can open its own folder in Sharepoint; a document filed in Sharepoint can surface as a link and metadata on the matching record in Freshsales; and records from Freshsales can be written into Sharepoint as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Push product-qualified leads from the warehouse into Freshsales as contacts with lifecycle stages set.
  • 02 Keep Freshsales accounts aligned with a billing system so plan and revenue fields stay current.
  • 03 Provision site and item permissions and sharing links from an IdP or access-management system so SharePoint access follows onboarding and offboarding.
  • 04 Stream list and library changes through delta query and change-notification webhooks into a warehouse for audit, access-review, and reporting.

Common sync patterns

A folder per account or deal

When an account or deal is created in Freshsales, a matching folder or container opens in Sharepoint, named and organized the same way, so files have a home the moment they are needed.

Documents linked back to the record

A contract, proposal, or signed agreement filed in Sharepoint surfaces as a link on the matching record in Freshsales, so the customer's paperwork sits with the relationship instead of a shared drive.

CRM records archived into storage

Records from Freshsales are written into Sharepoint as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

What you can sync between Freshsales and Sharepoint

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 Sharepoint objects How this pairing syncs
Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. Sites SharePoint site collections and subsites via /sites; read site properties and discover the document libraries (drives) and lists each site contains, addressed by hostname and site path or site ID. Contacts is specific to Freshsales and Sites to Sharepoint — each maps to any object or custom field on the other side.
Accounts Company records kept aligned with billing, ERP, and warehouse tables. Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. Accounts is specific to Freshsales and Lists to Sharepoint — each maps to any object or custom field on the other side.
Deals Pipeline records synced to a warehouse for revenue reporting. List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. Deals is specific to Freshsales and List items to Sharepoint — 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. Drive items (document libraries) Files and folders in a library's drive via /drives and /drive/root; upload, download, move, delete, and read per-item metadata, synced two-way with a store. Tasks is specific to Freshsales and Drive items (document libraries) to Sharepoint — each maps to any object or custom field on the other side.
Appointments Scheduled meetings readable for activity analytics. Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. Appointments is specific to Freshsales and Columns and content types to Sharepoint — each maps to any object or custom field on the other side.
Notes Free-text records attached to contacts, accounts, and deals. Permissions and sharing Role assignments and sharing links on sites, list items, and drive items; read and written to manage access, requiring Sites.Manage.All or Sites.FullControl.All scopes. Notes is specific to Freshsales and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between Freshsales and Sharepoint

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

Sharepoint Freshsales Sub-second propagation

DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.

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.
  • Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
What ships with Freshsales ⇄ Sharepoint

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshsales or Sharepoint 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 Sharepoint record.

Observability

Monitoring

Track your Freshsales ⇄ Sharepoint 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 Sharepoint.

How the Freshsales and Sharepoint 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

Sharepoint

Integration surface
Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
Authentication
OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
Change detection
Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
Capabilities
read · write · webhooks
Rate limits
SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
How it works

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

    Choose tables

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

Freshsales and Sharepoint 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
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ISO 27001
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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 513 integrations available for Freshsales and Sharepoint.

Popular · 7 of 513
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