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CRM

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

Keep Freshworks CRM and Xactly 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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Why teams connect Freshworks CRM and Xactly

Run Freshworks CRM and Xactly 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 Appointments, Sales activities, Lists, Notes in Freshworks CRM with Positions & Titles, Quotas / Targets, Payment Summary (Payable), Products & Customers in Xactly 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 Keep list membership aligned with segments computed in the warehouse.
  • 02 Mirror deal and activity data into a Postgres database that internal tools query directly.
  • 03 Push approved Payment Summary amounts from Incent into a payroll or accounts-payable system so payouts are paid from the mastered comp result.
  • 04 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.

Common sync patterns

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.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Freshworks CRM and Xactly

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 Xactly objects How this pairing syncs
Tasks Follow-ups created from external signals such as product usage events. Credits Crediting records that tie an order to a participant and position; system-calculated credits are read, while manual and adjustment credits are loaded through Connect, so read and write. Tasks is specific to Freshworks CRM and Credits to Xactly — each maps to any object or custom field on the other side.
Appointments Meeting records readable for activity reporting. Transactions (Commission & Bonus) Calculated commission and bonus line items produced by Incent's calculation engine; read as the output of comp runs for reporting and downstream payout, so effectively read-only results. Appointments is specific to Freshworks CRM and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Sales activities Logged activity types used in engagement and productivity analysis. Participants (Payees) Sales reps and payees keyed to positions; loaded and updated from HRIS/HCM source data through Connect (write) and read for roster reporting, so read and write. Sales activities is specific to Freshworks CRM and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Lists Contact list membership synced against segments computed in a warehouse. Positions & Titles Org-hierarchy positions and titles that credits and quotas roll up to; loaded and maintained through Connect (write) and read to resolve the hierarchy, so read and write. Lists is specific to Freshworks CRM and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Notes Context records attached to contacts, accounts, and deals. Quotas / Targets Period quota and target values per position or plan; loaded from planning tools through Connect (write) and read for attainment reporting, so read and write. Notes is specific to Freshworks CRM and Quotas / Targets to Xactly — 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. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Contacts is specific to Freshworks CRM and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Freshworks CRM and Xactly

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 Xactly Sub-second propagation

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

DeliveryEach detected change is applied to Xactly as a row-level write, with types converted between the two schemas.

Xactly Freshworks CRM Interval-based propagation

DetectionStacksync polls Xactly for changes on an incremental schedule, reading only records changed since the previous pass. No CDC log for external tools to consume.

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.
  • Xactly: Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
What ships with Freshworks CRM ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Xactly 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 Xactly record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Xactly 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 Xactly.

How the Freshworks CRM and Xactly 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

Xactly

Integration surface
Xactly Connect REST API v2 (JSON), plus ODBC/JDBC drivers over the same ANSI-SQL data model. Incent data is exposed as SQL-queryable objects (for example xactly_order, xactly_credit, xactly_transaction, xactly_payment); data is loaded and extracted through Connect load/query steps and server-side ETL Pipelines. The base host is region/pod-specific (for example https://<pod>.xactlycorp.com).
Authentication
OAuth 2.0 via the Xactly Connect API Gateway (bearer tokens issued on behalf of an Xactly Incent user), with HTTP Basic authentication using a dedicated Xactly Connect service-user's credentials also supported for the Connect REST API v2. The connecting user needs Connect/API access plus the relevant object permissions in Incent.
Change detection
No CDC log for external tools to consume. Incremental sync uses SQL predicates on modified/last-updated timestamp columns (for example WHERE modified_date > watermark) against Connect's queryable objects, or scheduled Connect ETL Pipelines that pull deltas since the last run. Xactly Connect has no outbound HTTP webhooks, so change detection is pull/ETL-based.
Capabilities
read · write
Rate limits
Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
Xactly setup guide
How it works

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

    Choose tables

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

Freshworks CRM and Xactly 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
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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 545 integrations available for Freshworks CRM and Xactly.

Popular · 8 of 545
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