Real-time
Two-way sync
Changes in Freshsales or Rillet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Freshsales to Rillet integration — real-time, two-way sync
Keep Freshsales and Rillet 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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Migrated from Mulesoft
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Migrated from Celigo
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Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Freshsales and Rillet
Sync customers, invoices, and payment status between Rillet and Freshsales in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Freshsales knows the relationship: who the contacts are and what is in motion with the account. Rillet 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 Custom Field, Account, Customer, Vendor in Rillet to Accounts, Deals, Tasks, Appointments in Freshsales 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
- Sync AR and collection status back to customer success tools ahead of renewals.
- Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
- 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 Freshsales tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Rillet appears on the account in Freshsales, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Freshsales, Rillet gets the update before the next invoice goes out.
What you can sync between Freshsales and Rillet
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 | Rillet objects | |
|---|---|---|
| Sales activities Configurable activity types logged against records, useful for engagement scoring. | Vendor Synced with incremental and full sync per the Stacksync docs. | |
| Products Catalog items attached to deals for line-level revenue data. | Invoice Synced with incremental and full sync per the Stacksync docs. | |
| Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. | Credit Memo Synced with incremental and full sync per the Stacksync docs. | |
| Accounts Company records kept aligned with billing, ERP, and warehouse tables. | Bill Synced with incremental and full sync per the Stacksync docs. | |
| Deals Pipeline records synced to a warehouse for revenue reporting. | Journal Entry Synced with incremental and full sync per the Stacksync docs. | |
| Tasks Rep to-dos created from external triggers or synced for productivity reporting. | Invoice Payment Synced with incremental and full sync per the Stacksync docs. |
What ships with Freshsales ⇄ Rillet
Connect Freshsales and Rillet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshsales–Rillet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshsales or Rillet 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 Rillet record.
Observability
Monitoring
Track your Freshsales ⇄ Rillet 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 Rillet.
How the Freshsales and Rillet 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
Rillet
- Integration surface
- REST API (OpenAPI-specified, with production and sandbox environments)
- Authentication
- API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
- Change detection
- Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
- Capabilities
- read · write · CDC · webhooks
- Rate limits
- Subject to the platform's API rate limits.
How it works
How to connect Freshsales to Rillet — 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 Freshsales and Rillet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Freshsales
connected
Rillet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshsales and Rillet 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 · Freshsales ⇄ RilletCustomers 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.
Freshsales RilletCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshsales and Rillet integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshsales and Rillet: authenticate both systems, choose the objects to sync (such as Freshsales's Sales activities and Products), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Freshsales and Rillet 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 Freshsales and Rillet connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshsales–Rillet integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshsales and Rillet. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Freshsales: Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations. On Rillet: Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h). Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Rillet side: Custom Field, Account, Customer, Vendor, plus custom fields where Rillet exposes them. On the Freshsales side: Accounts, Deals, Tasks, Appointments. Stacksync auto-detects both schemas and converts types between the two systems.
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 Rillet.
Popular · 8 of 386
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Freshsales ⇄ QuickBooks -
Freshsales ⇄ Stripe -
Freshsales ⇄ Workday -
Freshsales ⇄ Anaplan -
Rillet ⇄ ZoomInfo -
Rillet ⇄ Salesforce -
Rillet ⇄ HubSpot -
Rillet ⇄ Microsoft Dynamics 365 Sales
No integrations match .
