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CRM

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

Keep Freshsales and Salesforce 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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Why teams connect Freshsales and Salesforce

Run Freshsales and Salesforce side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Accounts, Deals, Tasks, Appointments in Freshsales with Custom Objects, Accounts, Contacts, Leads in Salesforce in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

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.
  • Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

What you can sync between Freshsales and Salesforce

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 Salesforce objects
Appointments Scheduled meetings readable for activity analytics. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines.
Notes Free-text records attached to contacts, accounts, and deals. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close.
Sales activities Configurable activity types logged against records, useful for engagement scoring. Cases Support records; synced with help desk tools or internal databases for escalation workflows.
Products Catalog items attached to deals for line-level revenue data. Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
Accounts Company records kept aligned with billing, ERP, and warehouse tables. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
What ships with Freshsales ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshsales or Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Freshsales ⇄ Salesforce 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 Salesforce.

How the Freshsales and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

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

    Choose tables

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

Freshsales and Salesforce 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 Salesforce.

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