Real-time
Two-way sync
Changes in Freshsales or Namely instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Human resources
Freshsales to Namely integration — real-time, two-way sync
Keep Freshsales 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Freshsales and Namely
Keep the people who own accounts in Freshsales 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.
Freshsales 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 Contacts, Accounts, Deals, Tasks in Freshsales 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 Freshsales keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.
Common use cases
- 01 Sync sales activities and appointments into analytics tools for rep productivity reporting.
- 02 Two-way sync of contacts and accounts between Freshsales and a Postgres database so product and data teams query CRM data with SQL.
- 03 Push Groups and Teams (departments, locations, team categories) into downstream apps to keep org structure and reporting lines aligned.
- 04 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.
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 Freshsales, 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 Freshsales, so a new rep can start working accounts without waiting on a manual setup ticket.
What you can sync between Freshsales 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.
| Freshsales objects | Namely objects | How this pairing syncs | |
|---|---|---|---|
| Sales activities Configurable activity types logged against records, useful for engagement scoring. | Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. | Sales activities is specific to Freshsales and Events to Namely — each maps to any object or custom field on the other side. | |
| Products Catalog items attached to deals for line-level revenue data. | Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. | Products is specific to Freshsales and Profiles to Namely — each maps to any object or custom field on the other side. | |
| Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. | Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. | Contacts is specific to Freshsales and Job Titles to Namely — each maps to any object or custom field on the other side. | |
| Accounts Company records kept aligned with billing, ERP, and warehouse tables. | Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. | Accounts is specific to Freshsales and Job Tiers to Namely — each maps to any object or custom field on the other side. | |
| Deals Pipeline records synced to a warehouse for revenue reporting. | Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. | Deals is specific to Freshsales and Groups to Namely — each maps to any object or custom field on the other side. | |
| Tasks Rep to-dos created from external triggers or synced for productivity reporting. | Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. | Tasks is specific to Freshsales and Teams to Namely — each maps to any object or custom field on the other side. |
How changes propagate between Freshsales 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.
Freshsales Namely Sub-second propagation
DetectionFreshsales notifies Stacksync of record changes through webhook events. Polling with updated-at filters through views.
DeliveryEach detected change is written to Namely through its API, with automatic retries and rate-limit backoff.
Namely Freshsales 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 Freshsales through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Freshsales: Subject to per-account API rate limits that vary by Freshworks plan.
- 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 Freshsales ⇄ Namely
Connect Freshsales and Namely for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshsales–Namely connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshsales 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 Freshsales or Namely record.
Observability
Monitoring
Track your Freshsales ⇄ Namely sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Freshsales and Namely.
How the Freshsales and Namely connectors work
Freshsales
- Integration surface
- REST API
- Authentication
- API key sent as a Token authorization header
- Change detection
- Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that vary by Freshworks plan
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 Freshsales 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.
- 01
Connect your apps
Authenticate Freshsales 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.
Freshsales
connected
Namely
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshsales 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.
objects · Freshsales ⇄ NamelyCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Freshsales NamelyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshsales and Namely integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshsales and Namely: authenticate both systems, choose the objects to sync (such as Freshsales's Sales activities and Products), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Freshsales and Namely: One directory of people; Where Namely tracks people the business also engages: contacts stay in sync; New team members provisioned when they are hired. 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.
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Freshsales: REST API. Authentication: API key sent as a Token authorization header. Namely: 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. Stacksync manages authentication, retries, and rate limits on both sides.
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Freshsales: Current Freshsales versions use lifecycle stages on contacts instead of a separate lead object, so lead routing maps to a stage field. Namely: Reports return as instantly-updating JSON snapshots; the feed and report surfaces are read-oriented while Profiles, Job Titles, and Groups are read-write. Stacksync's field mapping accounts for these differences between Freshsales and Namely without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Freshsales and Namely records are not retained after a sync operation.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 419 integrations available for Freshsales and Namely.
Popular · 5 of 419
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Freshsales ⇄ Greenhouse -
Freshsales ⇄ Jobvite -
Freshsales ⇄ Lever -
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Namely ⇄ Freshworks CRM
No integrations match .
