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CRM ⇄ ERP

Freshworks CRM to Microsoft Dynamics GP integration — real-time, two-way sync

Keep Freshworks CRM and Microsoft Dynamics GP 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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Migrated from Mulesoft
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Why teams connect Freshworks CRM and Microsoft Dynamics GP

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

Freshworks CRM holds the customer relationship; Microsoft Dynamics GP 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 Lists, Notes, Contacts, Accounts in Freshworks CRM with GL Accounts & Journal Entries, Receivables & Payables Transactions, Company Databases, Customers in Microsoft Dynamics GP 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

  • Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
  • Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.
  • Push web or CRM orders into Sales Order Processing through eConnect instead of manual entry.
  • Keep item and inventory data aligned with an ecommerce storefront.

One customer master

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

Where Microsoft Dynamics GP manages people and org data: keep Freshworks CRM aligned

Owners, territories, and org structure informed by Microsoft Dynamics GP stay current in Freshworks CRM.

Where Microsoft Dynamics GP handles order-to-cash: closed-won flows through

A deal won in Freshworks CRM creates or updates the customer in Microsoft Dynamics GP with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Freshworks CRM and Microsoft Dynamics GP

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 Microsoft Dynamics GP objects
Sales activities Logged activity types used in engagement and productivity analysis. Receivables & Payables Transactions Open and historical AR/AP transactions read for cash and aging reporting.
Lists Contact list membership synced against segments computed in a warehouse. Company Databases Per-company SQL databases that define the scope of any sync.
Notes Context records attached to contacts, accounts, and deals. Customers Receivables master records (RM tables) synced with CRMs and billing tools.
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Vendors Payables master records aligned with procurement and AP automation.
Accounts Company records kept consistent with ERP and billing systems. Sales Documents (SOP) Quotes, orders, and invoices created via eConnect from web or CRM orders.
Deals Pipeline records synced out for forecasting and full-funnel reporting. Purchase Orders (POP) Procurement documents reconciled with receiving and vendor systems.
What ships with Freshworks CRM ⇄ Microsoft Dynamics GP

Connect Freshworks CRM and Microsoft Dynamics GP for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Microsoft Dynamics GP 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 Microsoft Dynamics GP record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Microsoft Dynamics GP 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 Microsoft Dynamics GP.

How the Freshworks CRM and Microsoft Dynamics GP 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

Microsoft Dynamics GP

Integration surface
SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments
Authentication
SQL Server credentials or Windows authentication
Change detection
SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps
Capabilities
read · write · CDC
How it works

How to connect Freshworks CRM to Microsoft Dynamics GP — 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 Microsoft Dynamics GP 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
    Microsoft Dynamics GP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshworks CRM and Microsoft Dynamics GP 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 ⇄ Microsoft Dynamics GP
    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 Microsoft Dynamics GP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Freshworks CRM and Microsoft Dynamics GP 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 Microsoft Dynamics GP.

Popular · 8 of 386
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