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

Keep Namely and SendGrid 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 Namely and SendGrid

Keep the people, teams, and status that SendGrid and Namely share aligned in real time, so a hire, role change, or departure recorded in one reaches the other within seconds.

Each tool in SendGrid keeps its own list of who can use it: users, members, or agents, along with the team they sit on and whether they are still active. Namely is the authoritative record of the same people as employees, with their department, manager, and employment status. When those two are connected only by manual account admin or a periodic export, the work tools drift: new hires wait days for access, team and manager changes never catch up, and people who have left keep standing accounts.

Stacksync syncs Email Activity, Contacts, List, Segments in SendGrid with Reports, Profile Fields, Events, Profiles in Namely bi-directionally and in real time. A person added, moved, or offboarded in Namely creates or updates the matching user in SendGrid within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where SendGrid captures details of its own, such as a corrected contact or a login identity, those can flow back to Namely in whichever direction you configure.

Because the sync is field-level, each system keeps its own extras; only the shared facts, who a person is, which team they belong to, and whether their access should be on, are held in agreement.

Common use cases

  • 01 Reconcile transactional email activity with support tickets so agents see what a customer was sent
  • 02 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
  • 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

Onboarding: access ready on day one

A new hire recorded in Namely creates the matching user in SendGrid with the right team and manager already set, so people can start working without waiting on a provisioning ticket.

Offboarding: no standing access after a departure

When someone is marked as leaving in Namely, the matching account in SendGrid is deactivated or flagged, so departures do not leave open access behind.

One employee directory

A person's name, title, contact details, or status corrected in either system updates the other, so both sides stop maintaining separate copies of the same person.

What you can sync between Namely and SendGrid

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 SendGrid objects How this pairing syncs
Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Email Activity Synced with incremental and full sync per the Stacksync docs. Job Titles is specific to Namely and Email Activity to SendGrid — 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. Contacts Marketing recipients upserted from CRM or database records, including custom field values. Job Tiers is specific to Namely and Contacts to SendGrid — 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. List Synced with incremental and full sync per the Stacksync docs. Groups is specific to Namely and List to SendGrid — 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. Segments Query-based contact groups whose membership SendGrid computes from contact fields. Teams is specific to Namely and Segments to SendGrid — 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. Categories Synced with incremental and full sync per the Stacksync docs. Reports is specific to Namely and Categories to SendGrid — each maps to any object or custom field on the other side.
Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Senders Synced with incremental and full sync per the Stacksync docs. Profile Fields is specific to Namely and Senders to SendGrid — each maps to any object or custom field on the other side.

How changes propagate between Namely and SendGrid

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

SendGrid Namely Sub-second propagation

DetectionSendGrid notifies Stacksync of record changes through webhook events. Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint.

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.
  • SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
What ships with Namely ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Namely or SendGrid 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 SendGrid record.

Observability

Monitoring

Track your Namely ⇄ SendGrid 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 SendGrid.

How the Namely and SendGrid 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.

SendGrid

Integration surface
REST API (v3)
Authentication
API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection
Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
SendGrid setup guide
How it works

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

    Choose tables

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

Namely and SendGrid 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 352 integrations available for Namely and SendGrid.

Popular · 6 of 352
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