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Human resources ⇄ CRM

Namely to ZoomInfo integration — real-time data sync

Keep Namely 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

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Why teams connect Namely and ZoomInfo

Flow ZoomInfo data into Namely 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 Namely, so Namely always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

ZoomInfo 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.

Common use cases

  • 01 Feed technographic data into territory plans or scoring models in a warehouse.
  • 02 Align CRM account hierarchies with ZoomInfo's corporate hierarchy 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

Ownership and territory follow the org chart

When a person changes team, manager, or region in Namely, their accounts and territory assignments in ZoomInfo update to match, so pipeline stays with the right owner.

Deactivate access when someone leaves

When Namely marks a worker as departed, the matching user in ZoomInfo 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.

What you can sync between Namely 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.

Namely objects ZoomInfo objects How this pairing syncs
Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies. Groups is specific to Namely and Company Hierarchies to ZoomInfo — 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. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts. Teams is specific to Namely and Company Profiles to ZoomInfo — 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. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts. Reports is specific to Namely and Contact Profiles to ZoomInfo — 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. Intent Signals Company-level topic scores indicating in-market buying behavior. Profile Fields is specific to Namely and Intent Signals to ZoomInfo — 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. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects. Events is specific to Namely and Scoops to ZoomInfo — 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. Technographics Technology install data per company, used for segmentation and territory planning. Profiles is specific to Namely and Technographics to ZoomInfo — each maps to any object or custom field on the other side.

How changes propagate between Namely and ZoomInfo

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 ZoomInfo Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

DeliveryZoomInfo does not accept inbound record writes, so this direction carries requests rather than records: ZoomInfo's output flows back as field updates on the originating Namely records.

ZoomInfo Namely Interval-based propagation

DetectionStacksync polls ZoomInfo for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled re-enrichment and polling.

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.
  • ZoomInfo: Usage is metered by credits and contract-based limits rather than a single public rate limit.
What ships with Namely ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Namely 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 Namely or ZoomInfo record.

Observability

Monitoring

Track your Namely ⇄ ZoomInfo 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 ZoomInfo.

How the Namely and ZoomInfo 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.

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 Namely 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 Namely 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
    Namely connected
    ZoomInfo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Namely and ZoomInfo 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
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ISO 27001
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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 333 integrations available for Namely and ZoomInfo.

Popular · 6 of 333
All Namely integrations All ZoomInfo integrations Browse all integrations
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