Salesforce Freshsales Integration

Overview

Salesforce and Freshsales frequently coexist: a parent or mature market runs Salesforce while a faster-moving team or region runs the lighter-weight Freshsales, or a business is mid-migration between them. There is no native bidirectional connector between the two, so keeping contacts, deals, and activities aligned usually falls to manual exports that drift. SyncCloud builds and runs the Salesforce and Freshsales integration as a managed service, directly against both REST APIs. Contacts, deals, and activities sync in the directions you define, with deduplication and the field mapping each data model needs, so both teams work from a consistent picture and the group can report across the two.

What you can do

Use cases

Keep accounts and contacts aligned both ways

Accounts and contacts created or updated in Salesforce or Freshsales are matched and kept consistent in both, with deduplication so the same record is not created twice.

Sync deals for group-level reporting

Deal stage, value, and owner sync between the two, so a group can report on combined pipeline without manual consolidation.

Support a migration or a parallel-run

Whether a team runs Freshsales alongside a Salesforce parent or you are mid-migration, SyncCloud keeps the two consistent throughout.

Custom sync rules, kept running

You define which records sync, in which direction, and which system wins on a conflicting change. SyncCloud uses near real-time triggers, and Exelement monitors the integration and resolves errors before they accumulate.

The managed service

How SyncCloud works

SyncCloud scopes both data models, builds the field mapping, routing, conflict logic, and error handling, tests against test environments, and goes live. SyncCloud connects through the Salesforce REST API and the Freshsales REST API, syncs on specific data value changes for near real-time updates, and applies custom sync rules including which system wins on a conflicting change. Exelement runs it as a managed service with monitoring and a named contact.

Setup and requirements

Technical notes

There is no native bidirectional connector between Salesforce and Freshsales. SyncCloud builds directly against the Salesforce REST API and the Freshsales REST API (token-based authentication), so contacts, deals, custom fields, and activities are all in scope, with field-level transformation between the two data models and deduplication on matching. Test environments on both sides are recommended before implementation.

Bi-directional · 3–6 weeks setup

Ready to connect Salesforce with Freshsales?

Book a free consultation with our integration team. We'll scope the project and have a proposal ready within a week.

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A Nordic group running Salesforce at the parent and Freshsales in a regional team connected the two through SyncCloud, keeping deals aligned for group reporting.

What our clients are saying.

“We can finally trigger personalized engagement campaigns based on CRM changes, not just marketing activities – improving our campaigns for onboarding, cross-sell, up-sell and re-engagement.”

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The service is on top!”

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“Integration brought our sales and marketing teams together—now we actually share the same pipeline goals and KPIs.”

“We've automated lead stages and reduced manual processing time by over 50%.”

“Personalization got a serious upgrade—using up to date CRM data, we increased email engagement by 60%.”

Featured case study

Salesforce and Freshsales, kept in sync