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CRM ⇄ Business productivity

Freshworks CRM to Gainsight integration — real-time, two-way sync

Keep Freshworks CRM and Gainsight 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 Freshworks CRM and Gainsight

Sync what happens in Gainsight with the customer records in Freshworks CRM, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Gainsight holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Person (People), Relationship, CTA (Call to Action), Scorecard Fact in Gainsight to Accounts, Deals, Tasks, Appointments in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in Gainsight update the matching contact or account in Freshworks CRM, and CRM data flows the other way wherever Gainsight can store and use it.

Common use cases

  • 01 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
  • 02 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
  • 03 Mirror deal and activity data into a Postgres database that internal tools query directly.
  • 04 Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.

Common sync patterns

Where Gainsight handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Freshworks CRM, so sales sees open issues before the next call.

Where Gainsight supplies contact or company data

Enriched fields land directly on records in Freshworks CRM, and refreshes keep them from going stale.

Where Gainsight processes payments

Charges, refunds, and subscription changes appear on the account in Freshworks CRM, so revenue context lives with the relationship.

What you can sync between Freshworks CRM and Gainsight

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.

Freshworks CRM objects Gainsight objects How this pairing syncs
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Success Plan Account objectives with associated tasks; read out for reporting or synced with project tools tracking onboarding and adoption. Contacts is specific to Freshworks CRM and Success Plan to Gainsight — each maps to any object or custom field on the other side.
Accounts Company records kept consistent with ERP and billing systems. Task and Playbook Cockpit tasks generated from CTAs and playbooks; synced with Jira or Asana so execution happens in the team's own tool. Accounts is specific to Freshworks CRM and Task and Playbook to Gainsight — each maps to any object or custom field on the other side.
Deals Pipeline records synced out for forecasting and full-funnel reporting. Custom Objects Org-specific MDA tables with the __gc suffix; discoverable via the Describe API so field mappings can be generated automatically. Deals is specific to Freshworks CRM and Custom Objects to Gainsight — each maps to any object or custom field on the other side.
Tasks Follow-ups created from external signals such as product usage events. Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. Tasks is specific to Freshworks CRM and Company to Gainsight — each maps to any object or custom field on the other side.
Appointments Meeting records readable for activity reporting. Person (People) Contacts associated to companies through the Company Person junction; synced two-way with CRM contacts and warehouse person records. Appointments is specific to Freshworks CRM and Person (People) to Gainsight — each maps to any object or custom field on the other side.
Sales activities Logged activity types used in engagement and productivity analysis. Relationship Sub-units within a company for multi-product or multi-team accounts; synced so each maps to the right contract in billing or an ERP. Sales activities is specific to Freshworks CRM and Relationship to Gainsight — each maps to any object or custom field on the other side.

How changes propagate between Freshworks CRM and Gainsight

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.

Freshworks CRM Gainsight Sub-second propagation

DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.

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

Gainsight Freshworks CRM Interval-based propagation

DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.

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

Rate-limit considerations

  • Freshworks CRM: Subject to per-account API rate limits that vary by plan.
  • Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
What ships with Freshworks CRM ⇄ Gainsight

Connect Freshworks CRM and Gainsight for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Gainsight connection.

Real-time

Two-way sync

Changes in Freshworks CRM or Gainsight instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Gainsight 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 Freshworks CRM or Gainsight record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Gainsight sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Freshworks CRM and Gainsight.

How the Freshworks CRM and Gainsight connectors work

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

Gainsight

Integration surface
REST APIs (per-object) and asynchronous Bulk REST API
Authentication
API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
Change detection
Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
Capabilities
read · write
Rate limits
Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
How it works

How to connect Freshworks CRM to Gainsight — 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 Freshworks CRM and Gainsight 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
    Freshworks CRM connected
    Gainsight connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshworks CRM and Gainsight 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 · Freshworks CRM ⇄ Gainsight
    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
    Freshworks CRM Gainsight
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Freshworks CRM and Gainsight 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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→ 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 527 integrations available for Freshworks CRM and Gainsight.

Popular · 8 of 527
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