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CRM ⇄ Database

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

Keep Freshsales and YugabyteDB 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 YugabyteDB

Treat Freshsales like part of your database: its records live in YugabyteDB as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in YugabyteDB, where it can be queried and joined like everything else.

Stacksync mirrors Deals, Tasks, Appointments, Notes from Freshsales into Schemas, Sequences, CDC Streams, Databases and Keyspaces in YugabyteDB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Freshsales with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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.
  • Run log-based CDC from YugabyteDB tables into a warehouse for analytics without batch dumps.
  • Two-way sync between YugabyteDB application tables and a CRM so product data and account records stay consistent.

Product events onto CRM records

Signup, usage, or lifecycle changes written to YugabyteDB sync onto the matching records in Freshsales, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Freshsales API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Freshsales arrive as row changes in YugabyteDB, ready to drive jobs and notifications.

What you can sync between Freshsales and YugabyteDB

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 YugabyteDB objects
Appointments Scheduled meetings readable for activity analytics. Indexes Global secondary indexes maintained transactionally alongside table writes.
Notes Free-text records attached to contacts, accounts, and deals. Materialized Views Precomputed query results available in YSQL for read-side shaping.
Sales activities Configurable activity types logged against records, useful for engagement scoring. Schemas Postgres-style namespaces in YSQL used to organize synced data.
Products Catalog items attached to deals for line-level revenue data. Sequences ID generation objects relevant when syncing writes into YSQL tables.
Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. CDC Streams Change streams over the storage-layer WAL consumed through logical replication or Debezium-compatible connectors.
Accounts Company records kept aligned with billing, ERP, and warehouse tables. Databases and Keyspaces Top-level containers for the YSQL (Postgres-style) and YCQL (Cassandra-style) APIs respectively.
What ships with Freshsales ⇄ YugabyteDB

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshsales or YugabyteDB 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 YugabyteDB record.

Observability

Monitoring

Track your Freshsales ⇄ YugabyteDB 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 YugabyteDB.

How the Freshsales and YugabyteDB 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

YugabyteDB

Integration surface
SQL wire protocol (PostgreSQL-compatible YSQL) plus a Cassandra-compatible YCQL API
Authentication
Database credentials
Change detection
Native CDC from the write-ahead log via PostgreSQL logical replication or Debezium-compatible connectors
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput scales with cluster nodes and tablet distribution.
How it works

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

    Choose tables

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

Freshsales and YugabyteDB 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Freshsales and YugabyteDB.

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