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CRM ⇄ Business productivity

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

Keep Freshworks CRM and SendGrid 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 SendGrid

Sync what happens in SendGrid with the customer records in Freshworks CRM, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever SendGrid holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Unsubscribe Groups, Email Activity, Contacts, List in SendGrid to Tasks, Appointments, Sales activities, Lists in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in SendGrid update the matching contact or account in Freshworks CRM, and CRM data flows the other way wherever SendGrid can store and use it.

Common use cases

  • Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere
  • Stream Event Webhook engagement data into a Postgres database or warehouse for campaign and deliverability reporting
  • Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
  • Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.

Where SendGrid processes payments

Charges, refunds, and subscription changes appear on the account in Freshworks CRM, so revenue context lives with the relationship.

Where SendGrid can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Freshworks CRM sync into SendGrid, so people working there have the context without switching tools.

Where SendGrid handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Freshworks CRM, so sales sees open issues before the next call.

What you can sync between Freshworks CRM and SendGrid

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 SendGrid objects
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Categories Synced with incremental and full sync per the Stacksync docs.
Accounts Company records kept consistent with ERP and billing systems. Senders Synced with incremental and full sync per the Stacksync docs.
Deals Pipeline records synced out for forecasting and full-funnel reporting. Single Sends One-off marketing campaigns whose stats are read back for reporting.
Tasks Follow-ups created from external signals such as product usage events. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
Appointments Meeting records readable for activity reporting. Email Activity Synced with incremental and full sync per the Stacksync docs.
Sales activities Logged activity types used in engagement and productivity analysis. Contacts Marketing recipients upserted from CRM or database records, including custom field values.
What ships with Freshworks CRM ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or SendGrid 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 SendGrid record.

Observability

Monitoring

Track your Freshworks CRM ⇄ SendGrid 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 SendGrid.

How the Freshworks CRM and SendGrid 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

SendGrid

Integration surface
REST API (v3)
Authentication
API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection
Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
SendGrid setup guide
How it works

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

    Choose tables

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

Freshworks CRM and SendGrid 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 SendGrid.

Popular · 8 of 386
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