Real-time
Two-way sync
Changes in Freshworks CRM or Recurly instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Freshworks CRM to Recurly integration — real-time, two-way sync
Keep Freshworks CRM and Recurly 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 Recurly
Sync customers, invoices, and payment status between Recurly 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. Recurly 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 Measured Units and Usage, Accounts, Subscriptions, Plans in Recurly to Deals, Tasks, Appointments, Sales activities 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 Post usage records to Measured Units on metered Subscriptions from a metering database before each bill run.
- 02 Sync Accounts and Subscriptions bi-directionally with Postgres so product and provisioning systems read live entitlement state and write plan or seat changes back to Recurly.
- 03 Mirror deal and activity data into a Postgres database that internal tools query directly.
- 04 Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
Common sync patterns
Payment status on the account
Invoice and payment status from Recurly appears on the account in Freshworks CRM, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Freshworks CRM, Recurly 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.
What you can sync between Freshworks CRM and Recurly
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 | Recurly objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records kept consistent with ERP and billing systems. | Accounts Customer/billing entity records keyed by account_code; the anchor most subscriptions and invoices hang off. Synced two-way with CRM accounts or a customer database. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Notes Context records attached to contacts, accounts, and deals. | Billing Info Tokenized payment method (card/ACH) on an account; written when onboarding customers and read for payment-health signals (never stores raw card numbers). | Notes is specific to Freshworks CRM and Billing Info to Recurly — 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. | Measured Units and Usage Metered-billing units; usage records are posted to a subscription before each bill run for consumption-based pricing. | Contacts is specific to Freshworks CRM and Measured Units and Usage to Recurly — each maps to any object or custom field on the other side. | |
| Deals Pipeline records synced out for forecasting and full-funnel reporting. | Subscriptions Recurring subscription records tied to an Account and a Plan, with state, term, and next-bill date. Core object, synced two-way to drive provisioning and reporting. | Deals is specific to Freshworks CRM and Subscriptions to Recurly — each maps to any object or custom field on the other side. | |
| Tasks Follow-ups created from external signals such as product usage events. | Plans The product and pricing catalog (plan codes, intervals, add-ons); usually mastered in Recurly and read out, or mirrored from a product database. | Tasks is specific to Freshworks CRM and Plans to Recurly — each maps to any object or custom field on the other side. | |
| Appointments Meeting records readable for activity reporting. | Invoices Charge and credit billing documents; read-heavy for revenue reporting, and creatable through Purchases for one-off charges. | Appointments is specific to Freshworks CRM and Invoices to Recurly — each maps to any object or custom field on the other side. |
How changes propagate between Freshworks CRM and Recurly
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 Recurly Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
DeliveryEach detected change is written to Recurly through its API, with automatic retries and rate-limit backoff.
Recurly Freshworks CRM Sub-second propagation
DetectionRecurly notifies Stacksync of record changes through webhook events. Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints.
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.
- Recurly: Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
What ships with Freshworks CRM ⇄ Recurly
Connect Freshworks CRM and Recurly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Recurly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM or Recurly 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 Recurly record.
Observability
Monitoring
Track your Freshworks CRM ⇄ Recurly 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 Recurly.
How the Freshworks CRM and Recurly 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
Recurly
- Integration surface
- REST API (V3, date-versioned; legacy V2 XML API also exists)
- Authentication
- API key via HTTP Basic auth (key as username, blank password); keys are per-site, with separate sandbox and production keys
- Change detection
- Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints sorted by updated_at with begin_time/end_time filters
- Capabilities
- read · write · webhooks
- Rate limits
- Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
How it works
How to connect Freshworks CRM to Recurly — 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 Recurly 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
Recurly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM and Recurly 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 ⇄ RecurlyCustomers 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 RecurlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Recurly integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Recurly: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Accounts and Notes), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Freshworks CRM and Recurly. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Freshworks CRM: Polling with updated-at filters; outbound webhooks can be configured through workflow automations. On Recurly: Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints sorted by updated_at with begin_time/end_time filters. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Recurly side: Measured Units and Usage, Accounts, Subscriptions, Plans, plus custom fields where Recurly exposes them. On the Freshworks CRM side: Deals, Tasks, Appointments, Sales activities. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Freshworks CRM and Recurly: Payment status on the account; Billing detail changes flow back; Collections with context. Invoice and payment status from Recurly appears on the account in Freshworks CRM, so reps see overdue balances before they promise the next order.
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
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:
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