Skip to content
CRM ⇄ Human resources

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

Keep Freshworks CRM and Success Factors 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 Success Factors

Keep the people who own accounts in Freshworks CRM in step with the workforce records in Success Factors, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

Freshworks CRM runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Success Factors. Success Factors is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Notes, Contacts, Accounts, Deals in Freshworks CRM with User, PerPerson, EmpEmployment, EmpJob in Success Factors field by field, in real time, and in both directions. You decide which system owns which fields, so Success Factors stays authoritative on roles and org structure while Freshworks CRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

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 Two-way sync of User and EmpJob (position, department, manager, cost center) into Postgres so provisioning, internal apps, and analytics read current org data in SQL while HR edits in SuccessFactors.
  • 04 Push new hires (PerPerson, EmpEmployment, EmpJob) into an ERP or payroll system so account, cost-center, and payroll setup fire on hire instead of manual Integration Center exports.

Common sync patterns

Where Success Factors tracks people the business also engages: contacts stay in sync

A person recorded in Success Factors, such as a candidate or applicant, can create or update the matching contact in Freshworks CRM, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

New team members provisioned when they are hired

When Success Factors records a new hire, a matching user or owner is created in Freshworks CRM, so a new rep can start working accounts without waiting on a manual setup ticket.

Ownership and territory follow the org chart

When a person changes team, manager, or region in Success Factors, their accounts and territory assignments in Freshworks CRM update to match, so pipeline stays with the right owner.

What you can sync between Freshworks CRM and Success Factors

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 Success Factors objects How this pairing syncs
Lists Contact list membership synced against segments computed in a warehouse. PerEmail and PerPhone Contact sub-entities under PerPerson; synced two-way with a directory or comms system to keep worker contact data current. Lists is specific to Freshworks CRM and PerEmail and PerPhone to Success Factors — each maps to any object or custom field on the other side.
Notes Context records attached to contacts, accounts, and deals. User Core identity/User entity behind role-based permissions; a model distinct from Employee Central, synced two-way with a directory or IdP and downstream apps. Notes is specific to Freshworks CRM and User to Success Factors — 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. PerPerson Person-level container in Employee Central holding biographical data; effective-dated child entities (PerPersonal, PerEmail, PerPhone) hang off it. Contacts is specific to Freshworks CRM and PerPerson to Success Factors — each maps to any object or custom field on the other side.
Accounts Company records kept consistent with ERP and billing systems. EmpEmployment Employment record tying a person to an employment period (hire, service dates); carries lastModifiedDateTime used for incremental polling. Accounts is specific to Freshworks CRM and EmpEmployment to Success Factors — each maps to any object or custom field on the other side.
Deals Pipeline records synced out for forecasting and full-funnel reporting. EmpJob Effective-dated job info: position, department, manager, FTE, pay grade, cost center; the most-synced record for downstream HR and provisioning. Deals is specific to Freshworks CRM and EmpJob to Success Factors — each maps to any object or custom field on the other side.
Tasks Follow-ups created from external signals such as product usage events. EmpCompensation Effective-dated pay and compensation; usually read into a warehouse for reporting, writable for comp updates as new dated slices. Tasks is specific to Freshworks CRM and EmpCompensation to Success Factors — each maps to any object or custom field on the other side.

How changes propagate between Freshworks CRM and Success Factors

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 Success Factors Sub-second propagation

DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.

DeliveryEach detected change is written to Success Factors through its API, with automatic retries and rate-limit backoff.

Success Factors Freshworks CRM Sub-second propagation

DetectionSuccess Factors notifies Stacksync of record changes through webhook events. Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling).

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.
  • Success Factors: OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
What ships with Freshworks CRM ⇄ Success Factors

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Success Factors 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 Success Factors record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Success Factors 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 Success Factors.

How the Freshworks CRM and Success Factors 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

Success Factors

Integration surface
OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API)
Authentication
OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired
Change detection
Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint
Capabilities
read · write · webhooks
Rate limits
OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
How it works

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

    Choose tables

    Pick the Freshworks CRM and Success Factors 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 ⇄ Success Factors
    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 Success Factors
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Freshworks CRM and Success Factors integration FAQ

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.

Learn more about security
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:

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 522 integrations available for Freshworks CRM and Success Factors.

Popular · 8 of 522
All Freshworks CRM integrations All Success Factors integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own