Real-time
Two-way sync
Changes in Freshworks CRM or Salesforce instantly reflect in both systems. No stale data, no manual imports.
CRM
Freshworks CRM to Salesforce integration — real-time, two-way sync
Keep Freshworks CRM and Salesforce 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Freshworks CRM and Salesforce
Run Freshworks CRM and Salesforce side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Lists, Notes, Contacts, Accounts in Freshworks CRM with Products and Price Books, Custom Objects, Accounts, Contacts in Salesforce in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- 01 Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.
- 02 Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
- 03 Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
- 04 Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
Common sync patterns
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
What you can sync between Freshworks CRM and Salesforce
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 | Salesforce objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Accounts Company records kept consistent with ERP and billing systems. | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. | 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. | |
| Appointments Meeting records readable for activity reporting. | Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. | Appointments is specific to Freshworks CRM and Opportunities to Salesforce — each maps to any object or custom field on the other side. | |
| Sales activities Logged activity types used in engagement and productivity analysis. | Cases Support records; synced with help desk tools or internal databases for escalation workflows. | Sales activities is specific to Freshworks CRM and Cases to Salesforce — each maps to any object or custom field on the other side. | |
| Lists Contact list membership synced against segments computed in a warehouse. | Campaigns Marketing membership data; read out for attribution analysis in the warehouse. | Lists is specific to Freshworks CRM and Campaigns to Salesforce — each maps to any object or custom field on the other side. | |
| Notes Context records attached to contacts, accounts, and deals. | Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. | Notes is specific to Freshworks CRM and Tasks and Events to Salesforce — each maps to any object or custom field on the other side. |
How changes propagate between Freshworks CRM and Salesforce
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 Salesforce Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
DeliveryEach detected change is written to Salesforce through its API, with automatic retries and rate-limit backoff.
Salesforce Freshworks CRM Sub-second propagation
DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).
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.
- Salesforce: Daily API request allocations vary by edition and license count.
What ships with Freshworks CRM ⇄ Salesforce
Connect Freshworks CRM and Salesforce for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Salesforce connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM or Salesforce 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 Salesforce record.
Observability
Monitoring
Track your Freshworks CRM ⇄ Salesforce 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 Salesforce.
How the Freshworks CRM and Salesforce 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
Salesforce
- Integration surface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
- Capabilities
- read · write · CDC
- Rate limits
- Daily API request allocations vary by edition and license count.
How it works
How to connect Freshworks CRM to Salesforce — 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 Salesforce 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
Salesforce
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM and Salesforce 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 ⇄ SalesforceCustomers 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 SalesforceCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Salesforce integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Salesforce: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Contacts and Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. Salesforce: REST, SOAP, and Bulk APIs. Authentication: OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode. 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. Salesforce: Non-writable objects, non-triggerable objects (trigger mode), and tables without a last_modified_data column (polling mode) cannot be synced yet. Stacksync's field mapping accounts for these differences between Freshworks CRM and Salesforce 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 Salesforce 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 Salesforce connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshworks CRM–Salesforce integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshworks CRM and Salesforce. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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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No integrations match .
