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CRM ⇄ Human resources

Copper CRM to Namely integration — real-time, two-way sync

Keep Copper CRM 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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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Copper CRM and Namely

Keep the people who own accounts in Copper CRM 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.

Copper CRM 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, Projects in Copper CRM 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 Copper CRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Sync Copper people and opportunities into a warehouse for pipeline reporting beyond Copper's native dashboards.
  • 02 Two-way sync between Copper and an accounting or invoicing system so won opportunities become customers and invoices.
  • 03 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.
  • 04 Map Job Titles and Job Tiers into a warehouse dimension table so leveling and seniority stay consistent across HR, finance, and BI reporting.

Common sync patterns

Deactivate access when someone leaves

When Namely marks a worker as departed, the matching user in Copper CRM is flagged or deactivated, so former employees do not keep CRM access after their last day.

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 Copper CRM, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

What you can sync between Copper CRM 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.

Copper CRM objects Namely objects How this pairing syncs
Companies Organization records linked to people and opportunities. Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. Companies is specific to Copper CRM and Teams to Namely — each maps to any object or custom field on the other side.
Leads Unqualified prospects kept separate from People until converted. Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Leads is specific to Copper CRM and Reports to Namely — each maps to any object or custom field on the other side.
Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Opportunities is specific to Copper CRM and Profile Fields to Namely — each maps to any object or custom field on the other side.
Activities Logged emails, calls, meetings, and notes attached to records. Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. Activities is specific to Copper CRM and Events to Namely — each maps to any object or custom field on the other side.
Tasks To-dos with due dates and assignees, usable in workload syncs. Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Tasks is specific to Copper CRM and Profiles to Namely — each maps to any object or custom field on the other side.
Projects Post-sale work records Copper offers alongside classic CRM objects. Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Projects is specific to Copper CRM and Job Titles to Namely — each maps to any object or custom field on the other side.

How changes propagate between Copper CRM 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.

Copper CRM Namely Sub-second propagation

DetectionCopper CRM notifies Stacksync of record changes through webhook events. Webhook subscriptions for record create/update/delete events.

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

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

Rate-limit considerations

  • Copper CRM: Subject to the platform's API rate limits.
  • 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 Copper CRM ⇄ Namely

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Copper CRM 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 Copper CRM or Namely record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Copper CRM and Namely connectors work

Copper CRM

Integration surface
REST API
Authentication
API key paired with the requesting user's email address, sent as request headers
Change detection
Webhook subscriptions for record create/update/delete events; polling as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

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

    Choose tables

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

Copper CRM 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 423 integrations available for Copper CRM and Namely.

Popular · 7 of 423
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