Real-time
Two-way sync
Changes in Freshworks CRM or MongoDB instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Database
Freshworks CRM to MongoDB integration — real-time, two-way sync
Keep Freshworks CRM and MongoDB 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
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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 MongoDB
Treat Freshworks CRM like part of your database: its records live in MongoDB as real tables, and writes in either place sync to the other in seconds.
Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in MongoDB, where it can be queried and joined like everything else.
Stacksync mirrors Sales activities, Lists, Notes, Contacts from Freshworks CRM into Change streams, GridFS files, Databases, Collections in MongoDB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Freshworks CRM with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.
Common use cases
- 01 Keep list membership aligned with segments computed in the warehouse.
- 02 Mirror deal and activity data into a Postgres database that internal tools query directly.
- 03 Consolidate documents from multiple clusters or tenants into a single warehouse-facing store.
- 04 Sync MongoDB collections with a CRM so customer documents written by the application appear as CRM records, and CRM edits flow back as document updates.
Common sync patterns
Trigger workflows from CRM changes
Field and stage updates in Freshworks CRM arrive as row changes in MongoDB, ready to drive jobs and notifications.
Query the CRM like a database
Accounts, contacts, and custom objects from Freshworks CRM become tables in MongoDB you can join with application data directly.
Product events onto CRM records
Signup, usage, or lifecycle changes written to MongoDB sync onto the matching records in Freshworks CRM, giving go-to-market teams live product context.
What you can sync between Freshworks CRM and MongoDB
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 | MongoDB objects | How this pairing syncs | |
|---|---|---|---|
| Tasks Follow-ups created from external signals such as product usage events. | Collections The table-like sync unit; each collection maps to a table or object in the paired system. | Tasks is specific to Freshworks CRM and Collections to MongoDB — each maps to any object or custom field on the other side. | |
| Appointments Meeting records readable for activity reporting. | Documents BSON records created, updated, and deleted during syncs, keyed by _id. | Appointments is specific to Freshworks CRM and Documents to MongoDB — each maps to any object or custom field on the other side. | |
| Sales activities Logged activity types used in engagement and productivity analysis. | Embedded documents and arrays Nested structures that syncs flatten or map to related records in relational targets. | Sales activities is specific to Freshworks CRM and Embedded documents and arrays to MongoDB — each maps to any object or custom field on the other side. | |
| Lists Contact list membership synced against segments computed in a warehouse. | Indexes Keep lookups by sync key fast on large collections. | Lists is specific to Freshworks CRM and Indexes to MongoDB — each maps to any object or custom field on the other side. | |
| Notes Context records attached to contacts, accounts, and deals. | Views Read-only aggregation-defined sources for filtered sync datasets. | Notes is specific to Freshworks CRM and Views to MongoDB — each maps to any object or custom field on the other side. | |
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | Change streams The oplog-backed event feed that powers real-time change capture. | Contacts is specific to Freshworks CRM and Change streams to MongoDB — each maps to any object or custom field on the other side. |
How changes propagate between Freshworks CRM and MongoDB
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 MongoDB Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
DeliveryEach detected change is applied to MongoDB as a row-level write, with types converted between the two schemas.
MongoDB Freshworks CRM Sub-second propagation
DetectionChanges in MongoDB are captured at the source via change data capture — no polling loop against its API. MongoDB oplog and change streams (requires the database to run as a replica set — even single-node).
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.
What ships with Freshworks CRM ⇄ MongoDB
Connect Freshworks CRM and MongoDB for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–MongoDB connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM or MongoDB 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 MongoDB record.
Observability
Monitoring
Track your Freshworks CRM ⇄ MongoDB 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 MongoDB.
How the Freshworks CRM and MongoDB 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
MongoDB
- Integration surface
- MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management
- Authentication
- Database credentials (username/password) or TLS/SSL X.509 certificate (.pem upload), entered individually or via a MongoDB connection string (SRV or standard); Stacksync IP allowlisting required
- Change detection
- MongoDB oplog and change streams (requires the database to run as a replica set — even single-node); Stacksync leverages these built-in tools to track changes in real time
- Capabilities
- read · write · CDC
How it works
How to connect Freshworks CRM to MongoDB — 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.
- 01
Connect your apps
Authenticate Freshworks CRM and MongoDB with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Freshworks CRM
connected
MongoDB
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM and MongoDB 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.
objects · Freshworks CRM ⇄ MongoDBCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Freshworks CRM MongoDBCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and MongoDB integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and MongoDB: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Tasks and Appointments), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Freshworks CRM and MongoDB: Trigger workflows from CRM changes; Query the CRM like a database; Product events onto CRM records. Field and stage updates in Freshworks CRM arrive as row changes in MongoDB, ready to drive jobs and notifications.
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Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. MongoDB: MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management. Authentication: Database credentials (username/password) or TLS/SSL X.509 certificate (.pem upload), entered individually or via a MongoDB connection string (SRV or standard); Stacksync IP allowlisting required. Stacksync manages authentication, retries, and rate limits on both sides.
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Freshworks CRM: Freshworks CRM was rebranded as Freshsales Suite; it shares the Freshsales API surface, with marketing features layered onto the same contact model. MongoDB: Only ObjectId primary keys are supported for collections. Stacksync's field mapping accounts for these differences between Freshworks CRM and MongoDB without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Freshworks CRM and MongoDB records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Freshworks CRM and MongoDB connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshworks CRM–MongoDB integration in-house.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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
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