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Chorusai to Namely integration — real-time, two-way sync

Keep Chorusai and Namely in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Chorusai and Namely

Keep the people who own accounts in Chorusai in step with the workforce records in Namely, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

Chorusai runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Namely. Namely is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Moments, Playlists, Engagements, Recordings (Conversations) in Chorusai with Job Tiers, Groups, Teams, Reports in Namely field by field, in real time, and in both directions. You decide which system owns which fields, so Namely stays authoritative on roles and org structure while Chorusai keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Upload externally recorded dialer or web-conference audio into Chorus as Recordings so it gets transcribed and analyzed like native calls.
  • 02 Sync Trackers such as pricing, competitor, and next-steps mentions onto matching CRM Opportunities as coaching and deal-risk signals.
  • 03 Map Job Titles and Job Tiers into a warehouse dimension table so leveling and seniority stay consistent across HR, finance, and BI reporting.
  • 04 Push Groups and Teams (departments, locations, team categories) into downstream apps to keep org structure and reporting lines aligned.

Common sync patterns

Where Namely tracks people the business also engages: contacts stay in sync

A person recorded in Namely, such as a candidate or applicant, can create or update the matching contact in Chorusai, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

New team members provisioned when they are hired

When Namely records a new hire, a matching user or owner is created in Chorusai, so a new rep can start working accounts without waiting on a manual setup ticket.

Ownership and territory follow the org chart

When a person changes team, manager, or region in Namely, their accounts and territory assignments in Chorusai update to match, so pipeline stays with the right owner.

What you can sync between Chorusai and Namely

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.

Chorusai objects Namely objects How this pairing syncs
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Moments is specific to Chorusai and Groups to Namely — each maps to any object or custom field on the other side.
Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. Playlists is specific to Chorusai and Teams to Namely — each maps to any object or custom field on the other side.
Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Engagements is specific to Chorusai and Reports to Namely — each maps to any object or custom field on the other side.
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Recordings (Conversations) is specific to Chorusai and Profile Fields to Namely — each maps to any object or custom field on the other side.
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. Users is specific to Chorusai and Events to Namely — each maps to any object or custom field on the other side.
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Trackers is specific to Chorusai and Profiles to Namely — each maps to any object or custom field on the other side.

How changes propagate between Chorusai and Namely

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Chorusai Namely Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

DeliveryEach detected change is written to Namely through its API, with automatic retries and rate-limit backoff.

Namely Chorusai Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

DeliveryEach detected change is written to Chorusai through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
What ships with Chorusai ⇄ Namely

Connect Chorusai and Namely for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Chorusai or Namely instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai or Namely 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 Chorusai or Namely record.

Observability

Monitoring

Track your Chorusai ⇄ Namely sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chorusai and Namely.

How the Chorusai and Namely connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
How it works

How to connect Chorusai to Namely — 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 Chorusai and Namely 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
    Chorusai connected
    Namely connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chorusai and Namely 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 · Chorusai ⇄ Namely
    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
    Chorusai Namely
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chorusai and Namely integration FAQ

SECURITY

Security teams trust 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.

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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 424 integrations available for Chorusai and Namely.

Popular · 6 of 424
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