Real-time
Two-way sync
Changes in Freshworks CRM or Workday instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Freshworks CRM to Workday integration — real-time, two-way sync
Keep Freshworks CRM and Workday 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 Workday
Sync customers, invoices, and payment status between Workday and Freshworks CRM in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Freshworks CRM knows the relationship: who the contacts are and what is in motion with the account. Workday knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Suppliers, Customers and Invoices, Journal Entries, Custom Reports (RaaS) in Workday to Lists, Notes, Contacts, Accounts in Freshworks CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Import journal entries from external billing or expense systems into Workday Financials.
- Keep supervisory-organization hierarchies aligned with planning and workforce tools that model the same structure.
- 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.
Collections with context
Finance sees the account owner and relationship history from Freshworks CRM when chasing a balance, and sales sees that the chase is happening.
Where Freshworks CRM tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Workday with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Workday appears on the account in Freshworks CRM, so reps see overdue balances before they promise the next order.
What you can sync between Freshworks CRM and Workday
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 | Workday objects | |
|---|---|---|
| Tasks Follow-ups created from external signals such as product usage events. | Customers and Invoices Financials receivables objects synced for billing visibility where Workday Financials is used. | |
| Appointments Meeting records readable for activity reporting. | Journal Entries Accounting entries imported from external subledgers into Workday Financials. | |
| Sales activities Logged activity types used in engagement and productivity analysis. | Custom Reports (RaaS) Tenant-defined reports exposed as web service endpoints, often the practical read surface for syncs. | |
| Lists Contact list membership synced against segments computed in a warehouse. | Workers The central HCM record covering employment, job, and personal data; the anchor of most syncs. | |
| Notes Context records attached to contacts, accounts, and deals. | Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems. | |
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | Positions Job seats synced with recruiting and planning tools. |
What ships with Freshworks CRM ⇄ Workday
Connect Freshworks CRM and Workday for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Workday connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM or Workday 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 Workday record.
Observability
Monitoring
Track your Freshworks CRM ⇄ Workday 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 Workday.
How the Freshworks CRM and Workday 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
Workday
- Integration surface
- SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
- Authentication
- OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
- Change detection
- Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
- Capabilities
- read · write
How it works
How to connect Freshworks CRM to Workday — 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 Workday 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
Workday
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM and Workday 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 ⇄ WorkdayCustomers 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 WorkdayCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Workday integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Workday: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Tasks and Appointments), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Workday: Workday data is effective-dated: records carry validity dates, and reads can be scoped to an as-of moment, which shapes how syncs interpret changes. 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 Workday 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 Workday 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 Workday connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshworks CRM–Workday integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshworks CRM and Workday. 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 Workday: Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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 Workday.
Popular · 8 of 386
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Freshworks CRM ⇄ Anaplan -
Freshworks CRM ⇄ Chargebee -
Freshworks CRM ⇄ Hyperline -
Freshworks CRM ⇄ Pigment -
Workday ⇄ SugarCRM -
Workday ⇄ Twenty CRM -
Workday ⇄ Veeva CRM -
Workday ⇄ Vtiger CRM
No integrations match .
