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CRM ⇄ ERP

Freshsales to Infor M3 integration — real-time, two-way sync

Keep Freshsales and Infor M3 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 Freshsales and Infor M3

Close the gap between front office and back office: Freshsales and Infor M3 share customers and status in real time, in both directions.

Freshsales holds the customer relationship; Infor M3 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Notes, Sales activities, Products, Contacts in Freshsales with Manufacturing Orders, Inventory Balances, Invoices, Warehouses in Infor M3 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Push product-qualified leads from the warehouse into Freshsales as contacts with lifecycle stages set.
  • Keep Freshsales accounts aligned with a billing system so plan and revenue fields stay current.
  • Consolidate M3 transactional data into an analytics database for cross-plant reporting
  • Sync M3 item master and inventory balances to commerce or CPQ systems so quotes price against live stock

Where Infor M3 handles order-to-cash: closed-won flows through

A deal won in Freshsales creates or updates the customer in Infor M3 with clean data, so fulfillment and invoicing start without re-entry.

Where Infor M3 is the finance system of record: money status on the account

Invoice and payment state from Infor M3 shows on the account in Freshsales, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Freshsales and Infor M3

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.

Freshsales objects Infor M3 objects
Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. Warehouses Warehouse and facility records scope inventory and order data during mapping.
Accounts Company records kept aligned with billing, ERP, and warehouse tables. Price Lists Pricing data keeps quoting tools consistent with the prices M3 will actually invoice.
Deals Pipeline records synced to a warehouse for revenue reporting. Items Item master records provide the SKU, unit, and attribute data other systems price and sell against.
Tasks Rep to-dos created from external triggers or synced for productivity reporting. Customers Customer master records sync with CRM account records to keep one shared customer file.
Appointments Scheduled meetings readable for activity analytics. Suppliers Supplier records align procurement tools with the vendors M3 purchases from.
Notes Free-text records attached to contacts, accounts, and deals. Customer Orders Orders created in commerce or CRM systems land in M3 for fulfillment and invoicing.
What ships with Freshsales ⇄ Infor M3

Connect Freshsales and Infor M3 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshsales–Infor M3 connection.

Real-time

Two-way sync

Changes in Freshsales or Infor M3 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshsales or Infor M3 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 Freshsales or Infor M3 record.

Observability

Monitoring

Track your Freshsales ⇄ Infor M3 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Freshsales and Infor M3.

How the Freshsales and Infor M3 connectors work

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

Infor M3

Integration surface
REST API (M3 API programs exposed through the Infor ION API gateway)
Authentication
OAuth 2.0 via Infor OS / ION API authorization
Change detection
Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
Capabilities
read · write · webhooks
Rate limits
Subject to Infor ION API gateway throttling policies
How it works

How to connect Freshsales to Infor M3 — 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 Freshsales and Infor M3 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
    Freshsales connected
    Infor M3 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshsales and Infor M3 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 · Freshsales ⇄ Infor M3
    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
    Freshsales Infor M3
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Freshsales and Infor M3 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 Freshsales and Infor M3.

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