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Human resources ⇄ CRM

Namely to Zoho SalesIQ integration — real-time, two-way sync

Keep Namely and Zoho SalesIQ 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 Namely and Zoho SalesIQ

Keep the people who own accounts in Zoho SalesIQ 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.

Zoho SalesIQ 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 Conversations, Contacts (People), Companies, Operators in Zoho SalesIQ 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 Zoho SalesIQ keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Sync SalesIQ conversations and visitor details into a CRM so reps see chat history on the contact record.
  • 02 Push chat-qualified leads into an outbound or marketing platform automatically.
  • 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 Zoho SalesIQ, 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 Zoho SalesIQ, 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 Zoho SalesIQ update to match, so pipeline stays with the right owner.

What you can sync between Namely and Zoho SalesIQ

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 Zoho SalesIQ objects How this pairing syncs
Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Articles Knowledge-base articles served in chat, referenced in conversation data. Profile Fields is specific to Namely and Articles to Zoho SalesIQ — 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. Visitors Tracked website visitors with attributes and on-site behavior, the raw material for lead syncs. Events is specific to Namely and Visitors to Zoho SalesIQ — each maps to any object or custom field on the other side.
Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Conversations Chat transcripts and session metadata between visitors, operators, and bots. Profiles is specific to Namely and Conversations to Zoho SalesIQ — 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. Contacts (People) Visitor records promoted with identified contact details. Job Titles is specific to Namely and Contacts (People) to Zoho SalesIQ — 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. Companies Account-level grouping of identified visitors and contacts. Job Tiers is specific to Namely and Companies to Zoho SalesIQ — 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. Operators Agent accounts used for assignment mapping and performance reporting. Groups is specific to Namely and Operators to Zoho SalesIQ — each maps to any object or custom field on the other side.

How changes propagate between Namely and Zoho SalesIQ

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

Zoho SalesIQ Namely Sub-second propagation

DetectionZoho SalesIQ notifies Stacksync of record changes through webhook events. Webhooks for chat and visitor lifecycle events.

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.
  • Zoho SalesIQ: Subject to Zoho's per-plan API rate limits.
What ships with Namely ⇄ Zoho SalesIQ

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Namely or Zoho SalesIQ 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 Zoho SalesIQ record.

Observability

Monitoring

Track your Namely ⇄ Zoho SalesIQ 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 Zoho SalesIQ.

How the Namely and Zoho SalesIQ 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.

Zoho SalesIQ

Integration surface
REST API
Authentication
OAuth 2.0 via Zoho Accounts
Change detection
Webhooks for chat and visitor lifecycle events; polling otherwise
Capabilities
read · write · webhooks
Rate limits
Subject to Zoho's per-plan API rate limits.
How it works

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

    Choose tables

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

Namely and Zoho SalesIQ 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 399 integrations available for Namely and Zoho SalesIQ.

Popular · 5 of 399
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