Skip to content
ERP ⇄ CRM

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

Keep Microsoft Dynamics NAV and ZoomInfo 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 Microsoft Dynamics NAV and ZoomInfo

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

ZoomInfo 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 ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo 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

  • Fill gaps in new lead records (email, phone, company size) as they enter the CRM.
  • Feed technographic data into territory plans or scoring models in a warehouse.
  • Push ecommerce orders into NAV sales orders through published page services.
  • Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.

Where Microsoft Dynamics NAV manages people and org data: keep ZoomInfo aligned

Owners, territories, and org structure informed by Microsoft Dynamics NAV stay current in ZoomInfo.

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

A deal won in ZoomInfo 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 ZoomInfo, so reps see balances before promising the next order.

What you can sync between Microsoft Dynamics NAV and ZoomInfo

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.

Microsoft Dynamics NAV objects ZoomInfo objects
Items Item cards and availability mirrored to ecommerce and planning systems. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Sales Orders & Invoices Sales documents created from external orders and read back for posting status. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
Purchase Orders Purchasing documents reconciled with receiving and vendor systems. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
G/L Entries Posted ledger entries replicated to warehouses for finance reporting. Intent Signals Company-level topic scores indicating in-market buying behavior.
Item Ledger Entries Inventory movement history read for stock and costing analytics. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
Dimensions Analytical codes carried on documents and entries for reporting splits. Technographics Technology install data per company, used for segmentation and territory planning.
What ships with Microsoft Dynamics NAV ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Microsoft Dynamics NAV and ZoomInfo connectors work

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

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

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

    Choose tables

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

Microsoft Dynamics NAV and ZoomInfo 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 Microsoft Dynamics NAV and ZoomInfo.

Popular · 8 of 386
All Microsoft Dynamics NAV integrations All ZoomInfo 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