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CRM ⇄ Database

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

Keep Freshworks CRM and OpenSearch 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 OpenSearch

Treat Freshworks CRM like part of your database: its records live in OpenSearch 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 OpenSearch, where it can be queried and joined like everything else.

Stacksync mirrors Notes, Contacts, Accounts, Deals from Freshworks CRM into Data streams, Snapshots, Indexes, Documents in OpenSearch 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

  • Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
  • Keep list membership aligned with segments computed in the warehouse.
  • Index support tickets and activity logs from SaaS tools for operational dashboards.
  • Backfill or rebuild indexes from a database after mapping changes without hand-written ETL.

Trigger workflows from CRM changes

Field and stage updates in Freshworks CRM arrive as row changes in OpenSearch, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Freshworks CRM become tables in OpenSearch you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to OpenSearch sync onto the matching records in Freshworks CRM, giving go-to-market teams live product context.

What you can sync between Freshworks CRM and OpenSearch

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 OpenSearch objects
Sales activities Logged activity types used in engagement and productivity analysis. Snapshots Backup artifacts, relevant when reseeding an index from a repository
Lists Contact list membership synced against segments computed in a warehouse. Indexes The core container; synced records land in indexes with defined mappings
Notes Context records attached to contacts, accounts, and deals. Documents JSON records written via the index and bulk APIs and read via search queries
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Index aliases Stable names over rotating indexes, used for zero-downtime reindex during backfills
Accounts Company records kept consistent with ERP and billing systems. Index templates Mapping and settings presets applied to new indexes a sync creates
Deals Pipeline records synced out for forecasting and full-funnel reporting. Ingest pipelines Server-side processors that transform documents as they are written
What ships with Freshworks CRM ⇄ OpenSearch

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or OpenSearch 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 OpenSearch record.

Observability

Monitoring

Track your Freshworks CRM ⇄ OpenSearch 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 OpenSearch.

How the Freshworks CRM and OpenSearch 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

OpenSearch

Integration surface
REST API over HTTP(S) with JSON payloads
Authentication
basic authentication with the security plugin, or AWS IAM request signing on Amazon OpenSearch Service
Change detection
no native change feed; reads rely on queries with scroll or point-in-time polling
Capabilities
read · write
Rate limits
throughput bounded by cluster sizing rather than fixed API quotas
How it works

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

    Choose tables

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

Freshworks CRM and OpenSearch 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 OpenSearch.

Popular · 8 of 386
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