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CRM ⇄ Accounting and finance

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

Keep Freshworks CRM and Navan 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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Why teams connect Freshworks CRM and Navan

Sync customers, invoices, and payment status between Navan and Freshworks CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Freshworks CRM knows the relationship: who the contacts are and what is in motion with the account. Navan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Bookings, Custom Fields, Receipts, Repayments, Fees, and Adjustments in Navan to Appointments, Sales activities, Lists, Notes in Freshworks CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.
  • 02 Pull Bookings by date range into a database to reconcile travel reservations against Card Transactions and monitor travel-policy spend.
  • 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

Billing detail changes flow back

When a contact or address is corrected in Freshworks CRM, Navan gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Freshworks CRM when chasing a balance, and sales sees that the chase is happening.

Where Freshworks CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Navan with the right billing details, so invoicing starts without re-keying.

What you can sync between Freshworks CRM and Navan

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 Navan objects How this pairing syncs
Notes Context records attached to contacts, accounts, and deals. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Notes is specific to Freshworks CRM and Users to Navan — 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. Card Transactions Navan physical and virtual card spend; read via GET, then GL codes, cost centers, and ERP sync status are written back per transaction through the transaction update endpoint. Contacts is specific to Freshworks CRM and Card Transactions to Navan — each maps to any object or custom field on the other side.
Accounts Company records kept consistent with ERP and billing systems. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Accounts is specific to Freshworks CRM and Connect Transactions to Navan — each maps to any object or custom field on the other side.
Deals Pipeline records synced out for forecasting and full-funnel reporting. Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Deals is specific to Freshworks CRM and Manual Transactions to Navan — each maps to any object or custom field on the other side.
Tasks Follow-ups created from external signals such as product usage events. Bookings Flight, hotel, rail, and car reservations from the Booking API; pulled read-only by createdFrom/createdTo date range for trip and travel-spend reporting. Tasks is specific to Freshworks CRM and Bookings to Navan — each maps to any object or custom field on the other side.
Appointments Meeting records readable for activity reporting. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Appointments is specific to Freshworks CRM and Custom Fields to Navan — each maps to any object or custom field on the other side.

How changes propagate between Freshworks CRM and Navan

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 Navan Sub-second propagation

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

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

Navan Freshworks CRM Sub-second propagation

DetectionNavan notifies Stacksync of record changes through webhook events. Navan's Expense API supports webhooks for transaction and expense 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.
  • Navan: Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
What ships with Freshworks CRM ⇄ Navan

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Navan 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 Navan record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Navan 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 Navan.

How the Freshworks CRM and Navan 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

Navan

Integration surface
REST (Expense API and Booking API)
Authentication
OAuth 2.0 client-credentials flow; an admin creates a client_id and client_secret under Settings > Integrations and exchanges them at Navan's OAuth token endpoint for a short-lived bearer token that is refreshed on expiry (separate US and EU regional hosts)
Change detection
Navan's Expense API supports webhooks for transaction and expense events; sync engines also poll GET endpoints with date-range and updatedAt filters (createdFrom/createdTo for bookings) to backfill history and reconcile. There is no database-level CDC.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
How it works

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

    Choose tables

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

Freshworks CRM and Navan 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.

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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 517 integrations available for Freshworks CRM and Navan.

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