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CRM ⇄ Business productivity

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

Keep Freshworks CRM and Monday 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 Monday

Sync what happens in Monday 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 Monday 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 Workspaces, Boards, Items, Subitems in Monday to Lists, Notes, Contacts, Accounts in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in Monday update the matching contact or account in Freshworks CRM, and CRM data flows the other way wherever Monday can store and use it.

Common use cases

  • 01 Push support tickets or orders from an operational database into monday.com Items, then read status Column values back when work completes.
  • 02 Sync Updates and status changes from monday.com into a database so downstream tools and dashboards react to project progress in near real time.
  • 03 Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.
  • 04 Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.

Common sync patterns

Where Monday can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Freshworks CRM sync into Monday, so people working there have the context without switching tools.

Where Monday 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 Monday supplies contact or company data

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

What you can sync between Freshworks CRM and Monday

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 Monday objects How this pairing syncs
Accounts Company records kept consistent with ERP and billing systems. Groups Named sections that group items inside a board; synced as a grouping attribute or category field on the row. Accounts is specific to Freshworks CRM and Groups to Monday — each maps to any object or custom field on the other side.
Deals Pipeline records synced out for forecasting and full-funnel reporting. Updates Comment and activity threads attached to items; read out into a database for reporting or written back as notes. Deals is specific to Freshworks CRM and Updates to Monday — each maps to any object or custom field on the other side.
Tasks Follow-ups created from external signals such as product usage events. Users Account members referenced by people columns; read to resolve owner and assignee IDs to names and emails. Tasks is specific to Freshworks CRM and Users to Monday — each maps to any object or custom field on the other side.
Appointments Meeting records readable for activity reporting. Workspaces Top-level containers that hold boards; used to scope which boards a given sync covers. Appointments is specific to Freshworks CRM and Workspaces to Monday — each maps to any object or custom field on the other side.
Sales activities Logged activity types used in engagement and productivity analysis. Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. Sales activities is specific to Freshworks CRM and Boards to Monday — each maps to any object or custom field on the other side.
Lists Contact list membership synced against segments computed in a warehouse. Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. Lists is specific to Freshworks CRM and Items to Monday — each maps to any object or custom field on the other side.

How changes propagate between Freshworks CRM and Monday

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 Monday Sub-second propagation

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

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

Monday Freshworks CRM Sub-second propagation

DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.

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.
  • Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
What ships with Freshworks CRM ⇄ Monday

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Monday 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 Monday record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Monday 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 Monday.

How the Freshworks CRM and Monday 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

Monday

Integration surface
GraphQL API (single endpoint, api.monday.com/v2)
Authentication
OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
Change detection
Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
Capabilities
read · write · webhooks
Rate limits
Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
Monday setup guide
How it works

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

    Choose tables

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

Freshworks CRM and Monday 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
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 527 integrations available for Freshworks CRM and Monday.

Popular · 6 of 527
All Freshworks CRM integrations All Monday integrations Browse all integrations
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