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CRM ⇄ ERP

Clearbit to Microsoft Dynamics NAV integration — real-time data sync

Keep Clearbit and Microsoft Dynamics NAV 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 Clearbit and Microsoft Dynamics NAV

Flow Clearbit data into Microsoft Dynamics NAV in real time — no exports, no schedulers, no custom scripts.

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

Clearbit holds the customer relationship; Microsoft Dynamics NAV 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

  • Route and score inbound demo requests using Clearbit company size and industry data synced into the CRM.
  • Refresh firmographic fields on existing accounts on a schedule so segmentation stays current.
  • Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.
  • Keep inventory availability current in storefronts and customer portals.

Where Microsoft Dynamics NAV handles order-to-cash: closed-won flows through

A deal won in Clearbit creates or updates the customer in Microsoft Dynamics NAV with clean data, so fulfillment and invoicing start without re-entry.

Where Microsoft Dynamics NAV is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics NAV shows on the account in Clearbit, so reps see balances before promising the next order.

One customer master

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

What you can sync between Clearbit and Microsoft Dynamics NAV

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.

Clearbit objects Microsoft Dynamics NAV objects
Reveal matches IP-to-company resolutions used to identify anonymous website traffic. Companies Per-company data partitions that scope every sync.
Name-to-domain lookups Company name resolution used to normalize account records before enrichment. Customers Customer cards synced with CRMs so sales sees ERP balances and terms.
Enrichment attributes The firmographic and technographic fields appended to destination records. Vendors Vendor cards aligned with procurement and AP tools.
Companies Firmographic profiles looked up by domain and merged into account records. Items Item cards and availability mirrored to ecommerce and planning systems.
Persons Individual profiles looked up by email and used to enrich contacts and leads. Sales Orders & Invoices Sales documents created from external orders and read back for posting status.
What ships with Clearbit ⇄ Microsoft Dynamics NAV

Connect Clearbit and Microsoft Dynamics NAV for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clearbit–Microsoft Dynamics NAV connection.

Real-time

Real-time sync

Changes in Clearbit or Microsoft Dynamics NAV instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clearbit or Microsoft Dynamics NAV 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 Clearbit or Microsoft Dynamics NAV record.

Observability

Monitoring

Track your Clearbit ⇄ Microsoft Dynamics NAV sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clearbit and Microsoft Dynamics NAV.

How the Clearbit and Microsoft Dynamics NAV connectors work

Clearbit

Integration surface
REST API (separate endpoints per product: Enrichment, Reveal)
Authentication
API key (bearer secret key)
Change detection
On-demand lookups; asynchronous enrichment results can be delivered via webhook callbacks
Capabilities
read · webhooks
Rate limits
Subject to plan-based API rate limits and lookup volumes

Microsoft Dynamics NAV

Integration surface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Windows authentication or NavUserPassword credentials
Change detection
Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases; no native webhooks
Capabilities
read · write · CDC
How it works

How to connect Clearbit to Microsoft Dynamics NAV — 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 Clearbit and Microsoft Dynamics NAV 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
    Clearbit connected
    Microsoft Dynamics NAV connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clearbit and Microsoft Dynamics NAV 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 · Clearbit ⇄ Microsoft Dynamics NAV
    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
    Clearbit Microsoft Dynamics NAV
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clearbit and Microsoft Dynamics NAV 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 Clearbit and Microsoft Dynamics NAV.

Popular · 8 of 386
All Clearbit integrations All Microsoft Dynamics NAV integrations Browse all integrations
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