Real-time
Two-way sync
Changes in Namely or Vtiger CRM instantly reflect in both systems. No stale data, no manual imports.
Human resources ⇄ CRM
Namely to Vtiger CRM integration — real-time, two-way sync
Keep Namely and Vtiger CRM 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 Vtiger CRM
Keep the people who own accounts in Vtiger 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.
Vtiger 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 Cases, Products, Quotes, Sales Orders in Vtiger CRM with Groups, Teams, Reports, Profile Fields 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 Vtiger CRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.
Common use cases
- 01 Push Quotes and Invoices into accounting software to avoid re-keying billing data.
- 02 Replicate pipeline data to a warehouse for RevOps reporting.
- 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
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 Vtiger 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 Vtiger 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 Vtiger CRM update to match, so pipeline stays with the right owner.
What you can sync between Namely and Vtiger CRM
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 | Vtiger CRM objects | How this pairing syncs | |
|---|---|---|---|
| Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. | Products Catalog items referenced on quotes, orders, and invoices. | Job Tiers is specific to Namely and Products to Vtiger CRM — 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. | Quotes Pricing documents with line items. | Groups is specific to Namely and Quotes to Vtiger CRM — 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. | Sales Orders Order records between quote and invoice, synced to fulfillment systems. | Teams is specific to Namely and Sales Orders to Vtiger CRM — 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. | Invoices Billing documents pushed into accounting software. | Reports is specific to Namely and Invoices to Vtiger CRM — 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. | Campaigns Marketing campaign records tied to leads and contacts. | Profile Fields is specific to Namely and Campaigns to Vtiger CRM — each maps to any object or custom field on the other side. | |
| Events Home-feed items such as announcements, birthdays, anniversaries, and new arrivals; typically read-only into comms tools. | Contacts Person records linked to organizations; a core target for two-way contact syncs. | Events is specific to Namely and Contacts to Vtiger CRM — each maps to any object or custom field on the other side. |
How changes propagate between Namely and Vtiger CRM
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 Vtiger 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 Vtiger CRM through its API, with automatic retries and rate-limit backoff.
Vtiger CRM Namely Sub-second propagation
DetectionVtiger CRM notifies Stacksync of record changes through webhook events. Polling on record modified 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.
- Vtiger CRM: Subject to the platform's API rate limits, which vary by edition.
What ships with Namely ⇄ Vtiger CRM
Connect Namely and Vtiger CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Namely–Vtiger CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Namely or Vtiger CRM 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 Vtiger CRM record.
Observability
Monitoring
Track your Namely ⇄ Vtiger CRM 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 Vtiger CRM.
How the Namely and Vtiger CRM 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.
Vtiger CRM
- Integration surface
- REST API
- Authentication
- HTTP Basic with username and access key
- Change detection
- Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits, which vary by edition.
How it works
How to connect Namely to Vtiger CRM — 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 Namely and Vtiger CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Namely
connected
Vtiger CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Namely and Vtiger CRM 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 · Namely ⇄ Vtiger CRMCustomers 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.
Namely Vtiger CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Namely and Vtiger CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Namely and Vtiger CRM: authenticate both systems, choose the objects to sync (such as Namely's Job Tiers and Groups), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Vtiger CRM side: Cases, Products, Quotes, Sales Orders, plus custom fields where Vtiger CRM exposes them. On the Namely side: Groups, Teams, Reports, Profile Fields. Stacksync auto-detects both schemas and converts types between the two systems.
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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 Namely and Vtiger CRM: Where Namely tracks people the business also engages: contacts stay in sync; New team members provisioned when they are hired; Ownership and territory follow the org chart. A person recorded in Namely, such as a candidate or applicant, can create or update the matching contact in Vtiger CRM, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.
-
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. Vtiger CRM: REST API. Authentication: HTTP Basic with username and access key. Stacksync manages authentication, retries, and rate limits on both sides.
-
Vtiger CRM: Workflow automations can send outbound HTTP calls on record create and update, giving push-style change notification without a formal webhooks API. 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 Namely and Vtiger CRM without custom code.
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 418 integrations available for Namely and Vtiger CRM.
Popular · 5 of 418
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Namely ⇄ Copper CRM -
Vtiger CRM ⇄ Greenhouse -
Vtiger CRM ⇄ Jobvite -
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Vtiger CRM ⇄ Paylocity
No integrations match .
