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Human resources ⇄ CRM

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

Keep Namely and Pipedrive 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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  • 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 Namely and Pipedrive

Keep the people who own accounts in Pipedrive 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.

Pipedrive 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 Goals, Leads, Notes, Pipelines in Pipedrive with Profiles, Job Titles, Job Tiers, Groups 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 Pipedrive keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Keep Pipedrive organizations aligned with an invoicing or accounting system's customer records.
  • 02 Trigger onboarding or provisioning workflows from the synced database when a deal reaches won.
  • 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 Pipedrive 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 Pipedrive, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

What you can sync between Namely and Pipedrive

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.

Namely objects Pipedrive objects How this pairing 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. Goals Synced with incremental and full sync per the Stacksync docs. Profiles is specific to Namely and Goals to Pipedrive — each maps to any object or custom field on the other side.
Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Leads Pre-pipeline inbox items; written in from forms and enrichment pipelines. Job Titles is specific to Namely and Leads to Pipedrive — each maps to any object or custom field on the other side.
Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. Notes Free-form context on deals, persons, and organizations; usually read-only. Job Tiers is specific to Namely and Notes to Pipedrive — each maps to any object or custom field on the other side.
Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Pipelines Synced with incremental and full sync per the Stacksync docs. Groups is specific to Namely and Pipelines to Pipedrive — each maps to any object or custom field on the other side.
Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. Deals Pipeline records with stage and value; the primary object for reporting and win-triggered automation. Teams is specific to Namely and Deals to Pipedrive — each maps to any object or custom field on the other side.
Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Persons Contact records; synced with marketing tools and enriched from external data. Reports is specific to Namely and Persons to Pipedrive — each maps to any object or custom field on the other side.

How changes propagate between Namely and Pipedrive

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.

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

Pipedrive Namely Sub-second propagation

DetectionPipedrive notifies Stacksync of record changes through webhook events. Webhooks on per-object create, update, and delete events, with polling on update timestamps.

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

Rate-limit considerations

  • 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.
  • Pipedrive: Request budgets vary by plan and authentication method.
What ships with Namely ⇄ Pipedrive

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Namely or Pipedrive 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 Namely or Pipedrive record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Namely and Pipedrive connectors work

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.

Pipedrive

Integration surface
REST API
Authentication
No-code guided connection: create a connection, select Pipedrive, then click "Allow and Install" (OAuth-style app install; docs do not name the protocol)
Change detection
Webhooks on per-object create, update, and delete events, with polling on update timestamps
Capabilities
read · write · webhooks
Rate limits
Request budgets vary by plan and authentication method.
Pipedrive setup guide
How it works

How to connect Namely to Pipedrive — 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 Namely and Pipedrive 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
    Namely connected
    Pipedrive connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Namely and Pipedrive 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.

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 420 integrations available for Namely and Pipedrive.

Popular · 6 of 420
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