Real-time
Two-way sync
Changes in Freshworks CRM or Smartsheet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Freshworks CRM to Smartsheet integration — real-time, two-way sync
Keep Freshworks CRM and Smartsheet 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 Smartsheet
Sync what happens in Smartsheet 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 Smartsheet 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 Users and Groups, Sheets, Rows, Columns in Smartsheet to Accounts, Deals, Tasks, Appointments in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in Smartsheet update the matching contact or account in Freshworks CRM, and CRM data flows the other way wherever Smartsheet can store and use it.
Common use cases
- 01 Two-way sync a project-tracker Sheet's Rows with a Postgres table so engineering works in SQL while project managers stay in Smartsheet.
- 02 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
- 03 Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
- 04 Keep list membership aligned with segments computed in the warehouse.
Common sync patterns
Where Smartsheet supplies contact or company data
Enriched fields land directly on records in Freshworks CRM, and refreshes keep them from going stale.
Where Smartsheet can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Freshworks CRM sync into Smartsheet, so people working there have the context without switching tools.
What you can sync between Freshworks CRM and Smartsheet
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 | Smartsheet objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. | Contacts is specific to Freshworks CRM and Sheets to Smartsheet — each maps to any object or custom field on the other side. | |
| Accounts Company records kept consistent with ERP and billing systems. | Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. | Accounts is specific to Freshworks CRM and Rows to Smartsheet — each maps to any object or custom field on the other side. | |
| Deals Pipeline records synced out for forecasting and full-funnel reporting. | Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. | Deals is specific to Freshworks CRM and Columns to Smartsheet — each maps to any object or custom field on the other side. | |
| Tasks Follow-ups created from external signals such as product usage events. | Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. | Tasks is specific to Freshworks CRM and Cells to Smartsheet — each maps to any object or custom field on the other side. | |
| Appointments Meeting records readable for activity reporting. | Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. | Appointments is specific to Freshworks CRM and Reports to Smartsheet — each maps to any object or custom field on the other side. | |
| Sales activities Logged activity types used in engagement and productivity analysis. | Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. | Sales activities is specific to Freshworks CRM and Attachments to Smartsheet — each maps to any object or custom field on the other side. |
How changes propagate between Freshworks CRM and Smartsheet
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 Smartsheet Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
DeliveryEach detected change is written to Smartsheet through its API, with automatic retries and rate-limit backoff.
Smartsheet Freshworks CRM Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
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.
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Freshworks CRM ⇄ Smartsheet
Connect Freshworks CRM and Smartsheet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Smartsheet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM or Smartsheet 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 Smartsheet record.
Observability
Monitoring
Track your Freshworks CRM ⇄ Smartsheet 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 Smartsheet.
How the Freshworks CRM and Smartsheet 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
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works
How to connect Freshworks CRM to Smartsheet — 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 Smartsheet 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
Smartsheet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM and Smartsheet 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 ⇄ SmartsheetCustomers 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 SmartsheetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Smartsheet integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Smartsheet: 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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On the Smartsheet side: Users and Groups, Sheets, Rows, Columns, plus custom fields where Smartsheet exposes them. On the Freshworks CRM side: Accounts, Deals, Tasks, Appointments. 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 Smartsheet: Where Smartsheet supplies contact or company data; Where Smartsheet can store CRM context: fields kept current. Enriched fields land directly on records in Freshworks CRM, and refreshes keep them from going stale.
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Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. Smartsheet: REST API (v2.0). Authentication: OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header. Stacksync manages authentication, retries, and rate limits on both sides.
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Smartsheet: Sheet webhooks automatically disable when a sheet exceeds 20,000 rows, 400 columns, or 500,000 cells, so large sheets fall back to polling. Freshworks CRM: Freshworks CRM was rebranded as Freshsales Suite; it shares the Freshsales API surface, with marketing features layered onto the same contact model. Stacksync's field mapping accounts for these differences between Freshworks CRM and Smartsheet without custom code.
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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