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CRM ⇄ Accounting and finance

Freshworks CRM to Pigment integration — real-time, two-way sync

Keep Freshworks CRM and Pigment 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 Freshworks CRM and Pigment

Sync customers, invoices, and payment status between Pigment and Freshworks CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Freshworks CRM knows the relationship: who the contacts are and what is in motion with the account. Pigment 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 Tables, Scenarios, Data imports, Users and permissions in Pigment to Contacts, Accounts, Deals, Tasks in Freshworks CRM 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

  • Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
  • Export approved budgets and forecasts back to a warehouse or Postgres for downstream reporting.
  • Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
  • Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.

Where Freshworks CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Pigment with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Pigment appears on the account in Freshworks CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Freshworks CRM, Pigment gets the update before the next invoice goes out.

What you can sync between Freshworks CRM and Pigment

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 Pigment objects
Appointments Meeting records readable for activity reporting. Applications Planning models organized by domain such as finance, sales, or workforce
Sales activities Logged activity types used in engagement and productivity analysis. Metrics Multidimensional values holding plans and actuals; the main target for inbound data
Lists Contact list membership synced against segments computed in a warehouse. Dimension lists Master data like accounts, products, or employees that metrics are sliced by
Notes Context records attached to contacts, accounts, and deals. Tables Row-based transactional data loaded into models from source systems
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Scenarios Versions such as budget, forecast, and actuals that give exported figures their context
Accounts Company records kept consistent with ERP and billing systems. Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model
What ships with Freshworks CRM ⇄ Pigment

Connect Freshworks CRM and Pigment for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Pigment connection.

Real-time

Two-way sync

Changes in Freshworks CRM or Pigment instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Pigment 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 Pigment record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Pigment 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 Pigment.

How the Freshworks CRM and Pigment 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

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

How to connect Freshworks CRM to Pigment — 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 Freshworks CRM and Pigment 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
    Freshworks CRM connected
    Pigment connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshworks CRM and Pigment 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 · Freshworks CRM ⇄ Pigment
    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
    Freshworks CRM Pigment
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Freshworks CRM and Pigment 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 Freshworks CRM and Pigment.

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