Real-time
Two-way sync
Changes in Freshworks CRM or Namely instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Human resources
Freshworks CRM to Namely integration — real-time, two-way sync
Keep Freshworks 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.
- 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 Freshworks CRM and Namely
Keep the people who own accounts in Freshworks 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.
Freshworks 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 Sales activities, Lists, Notes, Contacts in Freshworks 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 Freshworks CRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.
Common use cases
- 01 Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
- 02 Push scored leads from a data platform into Freshworks CRM and route them by lifecycle stage.
- 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 Freshworks CRM, 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 Freshworks CRM, 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 Freshworks CRM update to match, so pipeline stays with the right owner.
What you can sync between Freshworks 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.
| Freshworks CRM objects | Namely objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional 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. | Contacts is specific to Freshworks CRM and Profiles to Namely — each maps to any object or custom field on the other side. | |
| Accounts Company records kept consistent with ERP and billing systems. | Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. | Accounts is specific to Freshworks CRM and Job Titles to Namely — each maps to any object or custom field on the other side. | |
| Deals Pipeline records synced out for forecasting and full-funnel reporting. | Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. | Deals is specific to Freshworks CRM and Job Tiers to Namely — each maps to any object or custom field on the other side. | |
| Tasks Follow-ups created from external signals such as product usage events. | Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. | Tasks is specific to Freshworks CRM and Groups to Namely — each maps to any object or custom field on the other side. | |
| Appointments Meeting records readable for activity reporting. | Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. | Appointments is specific to Freshworks CRM and Teams to Namely — each maps to any object or custom field on the other side. | |
| Sales activities Logged activity types used in engagement and productivity analysis. | Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. | Sales activities is specific to Freshworks CRM and Reports to Namely — each maps to any object or custom field on the other side. |
How changes propagate between Freshworks 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.
Freshworks CRM Namely Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
DeliveryEach detected change is written to Namely through its API, with automatic retries and rate-limit backoff.
Namely Freshworks 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 Freshworks CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Freshworks CRM: Subject to per-account API rate limits that vary by 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 Freshworks CRM ⇄ Namely
Connect Freshworks CRM and Namely for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Namely connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks 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 Freshworks CRM or Namely record.
Observability
Monitoring
Track your Freshworks 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 Freshworks CRM and Namely.
How the Freshworks CRM and Namely connectors work
Freshworks CRM
- Integration surface
- REST API
- Authentication
- API key sent as a Token authorization header
- Change detection
- Polling with updated-at filters; outbound webhooks can be configured through workflow automations
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that vary by 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 Freshworks 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.
- 01
Connect your apps
Authenticate Freshworks 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.
Freshworks CRM
connected
Namely
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks 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.
objects · Freshworks CRM ⇄ 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.
Freshworks CRM NamelyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Namely integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Namely: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Contacts and Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Freshworks CRM: 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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Freshworks CRM: Freshworks CRM was rebranded as Freshsales Suite; it shares the Freshsales API surface, with marketing features layered onto the same contact model. Namely: Profiles carry standard and company-defined custom fields; the Profile Fields endpoint describes the schema so mappings can be generated per company. Stacksync's field mapping accounts for these differences between Freshworks CRM 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 Freshworks CRM and Namely records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Freshworks CRM and Namely connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshworks CRM–Namely integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshworks CRM and Namely. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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
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