Skip to content
CRM ⇄ Human resources

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

Keep Close 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.

  • 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Close and Namely

Keep the people who own accounts in Close 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.

Close 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 Opportunities, Activities, Tasks, Custom Activities in Close with Job Titles, Job Tiers, Groups, Teams 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 Close keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • 02 Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • 03 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.
  • 04 Provision or deprovision accounts in an IdP or directory when a Profile's user_status or start_date changes, and write the resulting user ID and email back onto the Profile.

Common sync patterns

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

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 Close, 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 Close, so a new rep can start working accounts without waiting on a manual setup ticket.

What you can sync between Close 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.

Close objects Namely objects How this pairing syncs
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. Activities is specific to Close and Teams to Namely — each maps to any object or custom field on the other side.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Tasks is specific to Close and Reports to Namely — each maps to any object or custom field on the other side.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Custom Activities is specific to Close and Profile Fields to Namely — each maps to any object or custom field on the other side.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. Custom Fields is specific to Close and Events to Namely — each maps to any object or custom field on the other side.
Users Sales reps referenced as owners on leads, opportunities, and activities. Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Users is specific to Close and Profiles to Namely — each maps to any object or custom field on the other side.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Smart Views is specific to Close and Job Titles to Namely — each maps to any object or custom field on the other side.

How changes propagate between Close 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.

Close Namely Sub-second propagation

DetectionClose notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling on date_updated fields for backfills.

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

Namely Close 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 Close through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Close: Subject to per-endpoint rate limits communicated in response headers.
  • 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 Close ⇄ Namely

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close 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 Close or Namely record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Close and Namely connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

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 Close 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 Close 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
    Close connected
    Namely connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close 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 · Close ⇄ 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
    Close Namely
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Close 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 426 integrations available for Close and Namely.

Popular · 6 of 426
All Close integrations All Namely integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own