Two-way sync
Changes in Anaplan or Freshworks CRM instantly reflect in both systems. No stale data, no manual imports.
Keep Anaplan and Freshworks CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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. 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 Processes, Cell Data, Models, Modules in Anaplan to Accounts, Deals, Tasks, Appointments 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.
A won opportunity creates or updates the customer in Anaplan with the right billing details, so invoicing starts without re-keying.
Finance sees the account owner and relationship history from Freshworks CRM when chasing a balance, and sales sees that the chase is happening.
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 | Freshworks CRM objects | |
|---|---|---|
| Lists Dimension members (accounts, products, cost centers) synced from master data systems. | Deals Pipeline records synced out for forecasting and full-funnel reporting. | |
| List Items Individual dimension members created or updated from external systems of record. | Tasks Follow-ups created from external signals such as product usage events. | |
| Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. | Appointments Meeting records readable for activity reporting. | |
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Sales activities Logged activity types used in engagement and productivity analysis. | |
| Processes Ordered bundles of actions run as a unit during scheduled syncs. | Lists Contact list membership synced against segments computed in a warehouse. | |
| Cell Data Individual intersections readable and writable through the transactional API. | Notes Context records attached to contacts, accounts, and deals. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Freshworks CRM connection.
Changes in Anaplan or Freshworks CRM instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Anaplan or Freshworks CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Anaplan or Freshworks CRM record.
Track your Anaplan ⇄ Freshworks CRM sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Anaplan and Freshworks CRM.
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.
Authenticate Anaplan and Freshworks CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Anaplan and Freshworks CRM 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and Freshworks CRM: authenticate both systems, choose the objects to sync (such as Anaplan's Lists and List Items), map fields visually, and changes propagate both ways in milliseconds — no code required.
Common patterns for Anaplan and Freshworks CRM: Where Freshworks CRM tracks deals: closed-won creates the finance record; Collections with context. A won opportunity creates or updates the customer in Anaplan with the right billing details, so invoicing starts without re-keying.
Anaplan: 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. Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. Stacksync manages authentication, retries, and rate limits on both sides.
Anaplan: Plan data lives in multidimensional modules of line items dimensioned by lists and versions, not in flat tables, so syncs map intersections rather than rows. 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 Anaplan and Freshworks CRM without custom code.
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 Freshworks CRM records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Anaplan and Freshworks CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Anaplan–Freshworks CRM integration in-house.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Anaplan and Freshworks CRM.