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CRM ⇄ ERP

Freshworks CRM to Visibility ERP integration — real-time data sync

Keep Freshworks CRM and Visibility ERP 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
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Freshworks CRM and Visibility ERP

Flow Visibility ERP data into Freshworks CRM in real time — no exports, no schedulers, no custom scripts.

Visibility ERP is a read-only source: Stacksync reads its data in real time and delivers it into Freshworks CRM, so Freshworks CRM always reflects the current state of Visibility ERP — without exports, scripts, or schedulers.

Freshworks CRM holds the customer relationship; Visibility ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Common use cases

  • Mirror deal and activity data into a Postgres database that internal tools query directly.
  • Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
  • Feed inventory and work-order status into a warehouse for on-time-delivery reporting.
  • Keep supplier and purchase-order data aligned with procurement analytics tools.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Visibility ERP manages people and org data: keep Freshworks CRM aligned

Owners, territories, and org structure informed by Visibility ERP stay current in Freshworks CRM.

Where Visibility ERP handles order-to-cash: closed-won flows through

A deal won in Freshworks CRM creates or updates the customer in Visibility ERP with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Freshworks CRM and Visibility ERP

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 Visibility ERP objects
Notes Context records attached to contacts, accounts, and deals. Projects Contract and project records that group orders, costs, and schedules.
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Work Orders Shop-floor production orders tracked for status and cost.
Accounts Company records kept consistent with ERP and billing systems. Sales Orders Customer orders with lines and delivery schedules.
Deals Pipeline records synced out for forecasting and full-funnel reporting. Purchase Orders Supply orders for materials and subcontract work.
Tasks Follow-ups created from external signals such as product usage events. Inventory On-hand balances by location, read for availability and reporting.
Appointments Meeting records readable for activity reporting. Customers Buyer master records referenced by orders and projects.
What ships with Freshworks CRM ⇄ Visibility ERP

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM or Visibility ERP 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 Visibility ERP record.

Observability

Monitoring

Track your Freshworks CRM ⇄ Visibility ERP 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 Visibility ERP.

How the Freshworks CRM and Visibility ERP 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

Visibility ERP

Integration surface
Vendor-provided integration surface (.NET web services); direct database access is a common path in on-premise deployments
Authentication
Application or database credentials, depending on the integration path
Change detection
Polling against tables or modified timestamps; no public event or CDC interface is documented
Capabilities
read
How it works

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

    Choose tables

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

Freshworks CRM and Visibility ERP 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 Visibility ERP.

Popular · 8 of 386
All Freshworks CRM integrations All Visibility ERP integrations Browse all integrations
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