Real-time
Two-way sync
Changes in Anaplan or Freshsales instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Anaplan to Freshsales integration — real-time, two-way sync
Keep Anaplan and Freshsales 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
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Anaplan and Freshsales
Sync customers, invoices, and payment status between Anaplan and Freshsales in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Freshsales knows the relationship: who the contacts are and what is in motion with the account. Anaplan 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 List Items, Versions, Import and Export Actions, Processes in Anaplan to Tasks, Appointments, Notes, Sales activities in Freshsales 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
- Push approved plan and target numbers from Anaplan back to the CRM or compensation systems.
- Keep dimension lists (products, cost centers, territories) aligned with master data systems of record.
- Sync deals into a data warehouse for pipeline reporting alongside product usage data.
- Push product-qualified leads from the warehouse into Freshsales as contacts with lifecycle stages set.
Collections with context
Finance sees the account owner and relationship history from Freshsales when chasing a balance, and sales sees that the chase is happening.
Where Freshsales tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Anaplan with the right billing details, so invoicing starts without re-keying.
What you can sync between Anaplan and Freshsales
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.
| Anaplan objects | Freshsales objects | |
|---|---|---|
| List Items Individual dimension members created or updated from external systems of record. | Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. | |
| Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. | Accounts Company records kept aligned with billing, ERP, and warehouse tables. | |
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Deals Pipeline records synced to a warehouse for revenue reporting. | |
| Processes Ordered bundles of actions run as a unit during scheduled syncs. | Tasks Rep to-dos created from external triggers or synced for productivity reporting. | |
| Cell Data Individual intersections readable and writable through the transactional API. | Appointments Scheduled meetings readable for activity analytics. | |
| Models The planning workspaces that contain all data; syncs target a specific model. | Notes Free-text records attached to contacts, accounts, and deals. |
What ships with Anaplan ⇄ Freshsales
Connect Anaplan and Freshsales for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Freshsales connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Anaplan or Freshsales 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 Anaplan or Freshsales record.
Observability
Monitoring
Track your Anaplan ⇄ Freshsales sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Anaplan and Freshsales.
How the Anaplan and Freshsales connectors work
Anaplan
- Integration surface
- REST APIs: a Bulk API that runs predefined import/export actions and a transactional API for model metadata and cell data
- Authentication
- Token-based sessions obtained via basic authentication, CA certificates, or OAuth 2.0 through Anaplan's authentication service
- Change detection
- Polling and scheduled export actions; the platform does not expose change events
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits; large data movements are designed to run through bulk actions
Freshsales
- Integration surface
- REST API
- Authentication
- API key sent as a Token authorization header
- Change detection
- Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that vary by Freshworks plan
How it works
How to connect Anaplan to Freshsales — 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 Anaplan and Freshsales with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Anaplan
connected
Freshsales
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Anaplan and Freshsales 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 · Anaplan ⇄ FreshsalesCustomers 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.
Anaplan FreshsalesCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Anaplan and Freshsales integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and Freshsales: authenticate both systems, choose the objects to sync (such as Anaplan's List Items and Versions), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Anaplan: Data movement at volume goes through predefined import and export actions executed by the Bulk API, so integrations depend on actions defined inside the model. Freshsales: Each module supports custom fields, which the API returns alongside standard fields for mapping. Stacksync's field mapping accounts for these differences between Anaplan and Freshsales 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 Anaplan and Freshsales 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 Anaplan and Freshsales connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Anaplan–Freshsales integration in-house.
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Yes — Stacksync ships production-grade connectors for both Anaplan and Freshsales. 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 Anaplan: Polling and scheduled export actions; the platform does not expose change events. On Freshsales: Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations. 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 Anaplan and Freshsales.
Popular · 8 of 386
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Anaplan ⇄ Creatio CRM -
Anaplan ⇄ Drift -
Anaplan ⇄ Folk CRM -
Anaplan ⇄ Freshworks CRM -
Freshsales ⇄ Rillet -
Freshsales ⇄ Workday -
Freshsales ⇄ Chargebee -
Freshsales ⇄ Hyperline
No integrations match .
