Real-time
Two-way sync
Changes in Freshworks CRM or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Freshworks CRM to Microsoft 365 integration — real-time, two-way sync
Keep Freshworks CRM and Microsoft 365 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 Freshworks CRM and Microsoft 365
Sync what happens in Microsoft 365 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 Microsoft 365 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 SharePoint Sites & Lists, Teams, Planner & To Do Tasks, Users in Microsoft 365 to Deals, Tasks, Appointments, Sales activities in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Freshworks CRM, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
- Archive mail and file metadata into a warehouse for compliance and activity analytics.
- Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.
- Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Freshworks CRM, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Freshworks CRM, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Freshworks CRM sync into Microsoft 365, so people working there have the context without switching tools.
What you can sync between Freshworks CRM and Microsoft 365
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.
| Freshworks CRM objects | Microsoft 365 objects | |
|---|---|---|
| Deals Pipeline records synced out for forecasting and full-funnel reporting. | Planner & To Do Tasks Task items synced with project and work-management tools. | |
| Tasks Follow-ups created from external signals such as product usage events. | Users Entra ID user accounts synced with HR and identity systems. | |
| Appointments Meeting records readable for activity reporting. | Groups Microsoft 365 and security groups kept aligned with org structure and access rules. | |
| Sales activities Logged activity types used in engagement and productivity analysis. | Mail Messages Exchange Online messages read for logging, archiving, or activity capture. | |
| Lists Contact list membership synced against segments computed in a warehouse. | Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | |
| Notes Context records attached to contacts, accounts, and deals. | Contacts Personal and org contacts kept consistent with CRM contact records. |
What ships with Freshworks CRM ⇄ Microsoft 365
Connect Freshworks CRM and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM or Microsoft 365 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 Freshworks CRM or Microsoft 365 record.
Observability
Monitoring
Track your Freshworks CRM ⇄ Microsoft 365 sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Freshworks CRM and Microsoft 365.
How the Freshworks CRM and Microsoft 365 connectors work
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
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
How it works
How to connect Freshworks CRM to Microsoft 365 — 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 Freshworks CRM and Microsoft 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Freshworks CRM
connected
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM and Microsoft 365 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 · Freshworks CRM ⇄ Microsoft 365Customers 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.
Freshworks CRM Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Microsoft 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Microsoft 365: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Deals and Tasks), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft 365: Change notifications can push events for resources such as messages, events, and driveItems, with subscriptions that must be periodically renewed. Freshworks CRM: Contacts and accounts expose lifecycle stages and custom fields through the API, so one record serves both sales and marketing workflows. Stacksync's field mapping accounts for these differences between Freshworks CRM and Microsoft 365 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 Freshworks CRM and Microsoft 365 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 Freshworks CRM and Microsoft 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshworks CRM–Microsoft 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshworks CRM and Microsoft 365. 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 Freshworks CRM and Microsoft 365.
Popular · 8 of 386
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Freshworks CRM ⇄ Slack -
Freshworks CRM ⇄ Zendesk -
Freshworks CRM ⇄ Campfire -
Freshworks CRM ⇄ Front -
Microsoft 365 ⇄ Salesloft -
Microsoft 365 ⇄ Salesmate -
Microsoft 365 ⇄ SAP Sales Cloud -
Microsoft 365 ⇄ Streak CRM
No integrations match .
