Real-time
Two-way sync
Changes in Freshworks CRM or Rootstock ERP instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Freshworks CRM to Rootstock ERP integration — real-time, two-way sync
Keep Freshworks CRM and Rootstock ERP 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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Migrated from Mulesoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Freshworks CRM and Rootstock ERP
Close the gap between front office and back office: Freshworks CRM and Rootstock ERP share customers and status in real time, in both directions.
Freshworks CRM holds the customer relationship; Rootstock ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Tasks, Appointments, Sales activities, Lists in Freshworks CRM with Work Orders, Purchase Orders, Items / Products, Bills of Material in Rootstock ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- Mirror deal and activity data into a Postgres database that internal tools query directly.
- Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
- Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
- Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
Where Rootstock ERP handles order-to-cash: closed-won flows through
A deal won in Freshworks CRM creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.
Where Rootstock ERP is the finance system of record: money status on the account
Invoice and payment state from Rootstock ERP shows on the account in Freshworks CRM, so reps see balances before promising the next order.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
What you can sync between Freshworks CRM and Rootstock ERP
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 | Rootstock ERP objects | |
|---|---|---|
| Appointments Meeting records readable for activity reporting. | Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. | |
| Sales activities Logged activity types used in engagement and productivity analysis. | Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. | |
| Lists Contact list membership synced against segments computed in a warehouse. | Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. | |
| Notes Context records attached to contacts, accounts, and deals. | Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. | |
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | Purchase Orders Procurement documents synced with supplier portals and AP systems. | |
| Accounts Company records kept consistent with ERP and billing systems. | Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. |
What ships with Freshworks CRM ⇄ Rootstock ERP
Connect Freshworks CRM and Rootstock ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Rootstock ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM or Rootstock ERP 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 Rootstock ERP record.
Observability
Monitoring
Track your Freshworks CRM ⇄ Rootstock ERP 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 Rootstock ERP.
How the Freshworks CRM and Rootstock ERP 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
Rootstock ERP
- Integration surface
- Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
- Authentication
- OAuth 2.0 (standard Salesforce connected app flows)
- Change detection
- Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
- Capabilities
- read · write · CDC
- Rate limits
- Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works
How to connect Freshworks CRM to Rootstock ERP — 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 Rootstock ERP 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
Rootstock ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM and Rootstock ERP 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 ⇄ Rootstock ERPCustomers 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 Rootstock ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Rootstock ERP integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Rootstock ERP: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Appointments and Sales activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Freshworks CRM and Rootstock ERP connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshworks CRM–Rootstock ERP integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshworks CRM and Rootstock ERP. 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 Rootstock ERP: Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback. 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 Freshworks CRM side: Tasks, Appointments, Sales activities, Lists, plus custom fields where Freshworks CRM exposes them. On the Rootstock ERP side: Work Orders, Purchase Orders, Items / Products, Bills of Material. 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.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Freshworks CRM and Rootstock ERP.
Popular · 8 of 386
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Freshworks CRM ⇄ Odoo -
Freshworks CRM ⇄ Blue Yonder WMS -
Freshworks CRM ⇄ Brightpearl -
Freshworks CRM ⇄ Cetec ERP -
Rootstock ERP ⇄ Copper CRM -
Rootstock ERP ⇄ Creatio CRM -
Rootstock ERP ⇄ Drift -
Rootstock ERP ⇄ Folk CRM
No integrations match .
