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Business productivity ⇄ CRM

ConnectWise to Freshsales integration — real-time, two-way sync

Keep ConnectWise 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

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Why teams connect ConnectWise and Freshsales

Sync what happens in ConnectWise with the customer records in Freshsales, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever ConnectWise holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Time Entries, Invoices, Configurations, Members in ConnectWise to Appointments, Notes, Sales activities, Products in Freshsales with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Freshsales, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Sync sales activities and appointments into analytics tools for rep productivity reporting.
  • Two-way sync of contacts and accounts between Freshsales and a Postgres database so product and data teams query CRM data with SQL.

Where ConnectWise processes payments

Charges, refunds, and subscription changes appear on the account in Freshsales, so revenue context lives with the relationship.

Where ConnectWise can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Freshsales sync into ConnectWise, so people working there have the context without switching tools.

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Freshsales, so sales sees open issues before the next call.

What you can sync between ConnectWise 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.

ConnectWise objects Freshsales objects
Members Internal users and technicians referenced by tickets and time entries. Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs.
Activities Sales and service activity records synced for engagement reporting. Accounts Company records kept aligned with billing, ERP, and warehouse tables.
Companies Client and prospect account records that anchor most other PSA data in a sync. Deals Pipeline records synced to a warehouse for revenue reporting.
Contacts People attached to companies, commonly synced against CRM contact records. Tasks Rep to-dos created from external triggers or synced for productivity reporting.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Appointments Scheduled meetings readable for activity analytics.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Notes Free-text records attached to contacts, accounts, and deals.
What ships with ConnectWise ⇄ Freshsales

Connect ConnectWise and Freshsales for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Freshsales connection.

Real-time

Two-way sync

Changes in ConnectWise or Freshsales instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise 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 ConnectWise or Freshsales record.

Observability

Monitoring

Track your ConnectWise ⇄ Freshsales sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between ConnectWise and Freshsales.

How the ConnectWise and Freshsales connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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 ConnectWise 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.

  1. 01

    Connect your apps

    Authenticate ConnectWise 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    ConnectWise connected
    Freshsales connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · ConnectWise ⇄ Freshsales
    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
    ConnectWise Freshsales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

ConnectWise and Freshsales integration FAQ

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 ConnectWise and Freshsales.

Popular · 8 of 386
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