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CRM ⇄ ERP

Freshworks CRM to Infor M3 integration — real-time, two-way sync

Keep Freshworks CRM and Infor M3 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 Freshworks CRM and Infor M3

Close the gap between front office and back office: Freshworks CRM and Infor M3 share customers and status in real time, in both directions.

Freshworks CRM holds the customer relationship; Infor M3 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Deals, Tasks, Appointments, Sales activities in Freshworks CRM with Manufacturing Orders, Inventory Balances, Invoices, Warehouses in Infor M3 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.
  • Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
  • Keep supplier and purchase order data aligned between M3 and procurement tools
  • Consolidate M3 transactional data into an analytics database for cross-plant reporting

Where Infor M3 is the finance system of record: money status on the account

Invoice and payment state from Infor M3 shows on the account in Freshworks CRM, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Infor M3 manages people and org data: keep Freshworks CRM aligned

Owners, territories, and org structure informed by Infor M3 stay current in Freshworks CRM.

What you can sync between Freshworks CRM and Infor M3

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 Infor M3 objects
Appointments Meeting records readable for activity reporting. Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand.
Sales activities Logged activity types used in engagement and productivity analysis. Manufacturing Orders Production order status feeds portals and CRMs so promised dates reflect the shop floor.
Lists Contact list membership synced against segments computed in a warehouse. Inventory Balances On-hand quantities by warehouse drive available-to-promise in downstream channels.
Notes Context records attached to contacts, accounts, and deals. Invoices Billing documents flow to finance and CRM tools for AR visibility.
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Warehouses Warehouse and facility records scope inventory and order data during mapping.
Accounts Company records kept consistent with ERP and billing systems. Price Lists Pricing data keeps quoting tools consistent with the prices M3 will actually invoice.
What ships with Freshworks CRM ⇄ Infor M3

Connect Freshworks CRM and Infor M3 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Infor M3 connection.

Real-time

Two-way sync

Changes in Freshworks CRM or Infor M3 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Infor M3 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 Infor M3 record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Infor M3 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 Infor M3.

How the Freshworks CRM and Infor M3 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

Infor M3

Integration surface
REST API (M3 API programs exposed through the Infor ION API gateway)
Authentication
OAuth 2.0 via Infor OS / ION API authorization
Change detection
Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
Capabilities
read · write · webhooks
Rate limits
Subject to Infor ION API gateway throttling policies
How it works

How to connect Freshworks CRM to Infor M3 — 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 Infor M3 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
    Infor M3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshworks CRM and Infor M3 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 ⇄ Infor M3
    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 Infor M3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Freshworks CRM and Infor M3 integration FAQ

SECURITY

Security teams love 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
CSA STAR
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

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Freshworks CRM and Infor M3.

Popular · 8 of 386
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