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CRM ⇄ ERP

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

Keep Freshworks CRM and Microsoft Dynamics NAV 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 Microsoft Dynamics NAV

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

Freshworks CRM holds the customer relationship; Microsoft Dynamics NAV 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 Appointments, Sales activities, Lists, Notes in Freshworks CRM with Vendors, Items, Sales Orders & Invoices, Purchase Orders in Microsoft Dynamics NAV 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 inventory availability current in storefronts and customer portals.
  • Run parallel sync during a NAV-to-Business Central migration so both systems stay usable.

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

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

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

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

Where Microsoft Dynamics NAV is the finance system of record: money status on the account

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

What you can sync between Freshworks CRM and Microsoft Dynamics NAV

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 NAV objects
Sales activities Logged activity types used in engagement and productivity analysis. Item Ledger Entries Inventory movement history read for stock and costing analytics.
Lists Contact list membership synced against segments computed in a warehouse. Dimensions Analytical codes carried on documents and entries for reporting splits.
Notes Context records attached to contacts, accounts, and deals. Companies Per-company data partitions that scope every sync.
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Customers Customer cards synced with CRMs so sales sees ERP balances and terms.
Accounts Company records kept consistent with ERP and billing systems. Vendors Vendor cards aligned with procurement and AP tools.
Deals Pipeline records synced out for forecasting and full-funnel reporting. Items Item cards and availability mirrored to ecommerce and planning systems.
What ships with Freshworks CRM ⇄ Microsoft Dynamics NAV

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

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

Real-time

Two-way sync

Changes in Freshworks CRM or Microsoft Dynamics NAV 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 NAV 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 NAV record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Microsoft Dynamics NAV 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 NAV.

How the Freshworks CRM and Microsoft Dynamics NAV 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 NAV

Integration surface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Windows authentication or NavUserPassword credentials
Change detection
Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases; no native webhooks
Capabilities
read · write · CDC
How it works

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

    Choose tables

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

Freshworks CRM and Microsoft Dynamics NAV 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.

Learn more about security
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:

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 386 integrations available for Freshworks CRM and Microsoft Dynamics NAV.

Popular · 8 of 386
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