Real-time
Two-way sync
Changes in Customer.io or Freshworks CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Customer.io to Freshworks CRM integration — real-time, two-way sync
Keep Customer.io 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
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Customer.io and Freshworks CRM
Sync what happens in Customer.io with the customer records in Freshworks CRM, 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 Customer.io 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 Deliveries / Messages, Newsletters, People, Objects in Customer.io to Appointments, Sales activities, Lists, Notes in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in Customer.io update the matching contact or account in Freshworks CRM, and CRM data flows the other way wherever Customer.io can store and use it.
Common use cases
- Land delivery and engagement events (sent, opened, clicked, bounced) from reporting webhooks into a warehouse for attribution analysis.
- Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.
- Keep list membership aligned with segments computed in the warehouse.
- Mirror deal and activity data into a Postgres database that internal tools query directly.
Where Customer.io processes payments
Charges, refunds, and subscription changes appear on the account in Freshworks CRM, so revenue context lives with the relationship.
Where Customer.io can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Freshworks CRM sync into Customer.io, so people working there have the context without switching tools.
Where Customer.io handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Freshworks CRM, so sales sees open issues before the next call.
What you can sync between Customer.io 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.
| Customer.io objects | Freshworks CRM objects | |
|---|---|---|
| Newsletters Recurring email sends with performance metrics available for reporting syncs. | Tasks Follow-ups created from external signals such as product usage events. | |
| People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. | Appointments Meeting records readable for activity reporting. | |
| Objects Non-person entities such as accounts or companies, related to people for account-level messaging. | Sales activities Logged activity types used in engagement and productivity analysis. | |
| Events Behavioral events sent via the Track API that trigger campaigns. | Lists Contact list membership synced against segments computed in a warehouse. | |
| Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. | Notes Context records attached to contacts, accounts, and deals. | |
| Campaigns Automated workflows whose membership and metrics can be read via the App API. | Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. |
What ships with Customer.io ⇄ Freshworks CRM
Connect Customer.io and Freshworks CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Freshworks CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Customer.io 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 Customer.io or Freshworks CRM record.
Observability
Monitoring
Track your Customer.io ⇄ 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 Customer.io and Freshworks CRM.
How the Customer.io and Freshworks CRM connectors work
Customer.io
- Integration surface
- REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
- Authentication
- Basic auth with site ID and API key for the Track API; bearer token for the App API
- Change detection
- Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-API rate limits documented by Customer.io
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 Customer.io 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 Customer.io 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.
Customer.io
connected
Freshworks CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Customer.io 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 · Customer.io ⇄ 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.
Customer.io Freshworks CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Customer.io and Freshworks CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Customer.io and Freshworks CRM: authenticate both systems, choose the objects to sync (such as Customer.io's Newsletters and People), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Customer.io: REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages. Authentication: Basic auth with site ID and API key for the Track API; bearer token for the App API. 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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Customer.io: Beyond people, Customer.io supports non-person objects (for example accounts) with typed relationships to people, enabling account-based messaging logic. 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 Customer.io and Freshworks CRM 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 Customer.io and Freshworks CRM 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 Customer.io and Freshworks CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Customer.io–Freshworks CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Customer.io and Freshworks CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 Customer.io and Freshworks CRM.
Popular · 8 of 386
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Customer.io ⇄ 6sense -
Customer.io ⇄ Apollo.io -
Customer.io ⇄ Clearbit -
Customer.io ⇄ Close -
Freshworks CRM ⇄ Braze -
Freshworks CRM ⇄ ConnectWise -
Freshworks CRM ⇄ Aviato -
Freshworks CRM ⇄ eClinicalWorks
No integrations match .
