Real-time
Two-way sync
Changes in Chargebee or Freshworks CRM instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Chargebee to Freshworks CRM integration — real-time, two-way sync
Keep Chargebee 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.
- 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
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Chargebee and Freshworks CRM
Sync customers, invoices, and payment status between Chargebee 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. Chargebee 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 Invoices, Credit notes, Items and item prices, Payment sources in Chargebee to Contacts, Accounts, Deals, Tasks 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
- Mirror customers and subscriptions into Postgres so product code can check entitlement without calling the billing API.
- Trigger dunning and churn-risk workflows by syncing failed transactions into support and CS tools.
- 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.
Where Freshworks CRM tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Chargebee with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Chargebee appears on the account in Freshworks CRM, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Freshworks CRM, Chargebee gets the update before the next invoice goes out.
What you can sync between Chargebee and Freshworks CRM
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.
| Chargebee objects | Freshworks CRM objects | |
|---|---|---|
| Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. | Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. | |
| Items and item prices The product catalog (plans, addons, charges) referenced by every subscription. | Accounts Company records kept consistent with ERP and billing systems. | |
| Payment sources Stored payment methods; usually read-only metadata in syncs for compliance reasons. | Deals Pipeline records synced out for forecasting and full-funnel reporting. | |
| Transactions Payment attempts and outcomes synced for dunning and finance workflows. | Tasks Follow-ups created from external signals such as product usage events. | |
| Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. | Appointments Meeting records readable for activity reporting. | |
| Events The change log resource that records every state change for incremental sync. | Sales activities Logged activity types used in engagement and productivity analysis. |
What ships with Chargebee ⇄ Freshworks CRM
Connect Chargebee and Freshworks CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chargebee–Freshworks CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Chargebee or Freshworks CRM 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 Chargebee or Freshworks CRM record.
Observability
Monitoring
Track your Chargebee ⇄ Freshworks CRM sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Chargebee and Freshworks CRM.
How the Chargebee and Freshworks CRM connectors work
Chargebee
- Integration surface
- REST API
- Authentication
- API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments
- Change detection
- Webhooks for all major object events, plus a pollable Events resource that records every change
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to plan-based API rate limits enforced per site
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
How it works
How to connect Chargebee to Freshworks CRM — 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 Chargebee 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.
Chargebee
connected
Freshworks CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Chargebee 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.
objects · Chargebee ⇄ Freshworks CRMCustomers 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.
Chargebee Freshworks CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Chargebee and Freshworks CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Chargebee and Freshworks CRM: authenticate both systems, choose the objects to sync (such as Chargebee's Credit notes and Items and item prices), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Chargebee side: Invoices, Credit notes, Items and item prices, Payment sources, plus custom fields where Chargebee exposes them. On the Freshworks CRM side: Contacts, Accounts, Deals, Tasks. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Chargebee and Freshworks CRM: Where Freshworks CRM tracks deals: closed-won creates the finance record; Payment status on the account; Billing detail changes flow back. A won opportunity creates or updates the customer in Chargebee with the right billing details, so invoicing starts without re-keying.
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Chargebee: REST API. Authentication: API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments. Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. Stacksync manages authentication, retries, and rate limits on both sides.
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Chargebee: Every state change emits an Event object retrievable via the API, so incremental sync works even if a webhook delivery is missed. 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 Chargebee and Freshworks CRM without custom code.
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 Chargebee and Freshworks CRM.
Popular · 8 of 386
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Chargebee ⇄ Twenty CRM -
Chargebee ⇄ Veeva CRM -
Chargebee ⇄ Vtiger CRM -
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Freshworks CRM ⇄ Stripe -
Freshworks CRM ⇄ Rillet -
Freshworks CRM ⇄ Workday -
Freshworks CRM ⇄ Anaplan
No integrations match .
