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Accounting and finance ⇄ CRM

Navan to Outreach integration — real-time, two-way sync

Keep Navan and Outreach 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 Navan and Outreach

Sync customers, invoices, and payment status between Navan and Outreach in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Outreach knows the relationship: who the contacts are and what is in motion with the account. Navan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Connect Transactions, Manual Transactions, Bookings, Custom Fields in Navan to Sequences, Sequence states, Mailings, Calls in Outreach with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Sync Card Transactions and Manual Transactions into Postgres or a warehouse so finance analyzes corporate spend in SQL without manual CSV exports.
  • 02 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.
  • 03 Enroll leads in sequences automatically by writing sequence-state records when a lead crosses a scoring threshold in the warehouse.
  • 04 Pull mailing, call, and task activity into a database for engagement analytics beyond native reports.

Common sync patterns

Where Outreach tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Navan with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Navan appears on the account in Outreach, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Outreach, Navan gets the update before the next invoice goes out.

What you can sync between Navan and Outreach

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.

Navan objects Outreach objects How this pairing syncs
Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Users Seat holders used to resolve ownership on synced records Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Opportunities Deal records used to tie engagement to pipeline outcomes Custom Fields is specific to Navan and Opportunities to Outreach — each maps to any object or custom field on the other side.
Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Mailboxes Connected sending accounts referenced when attributing outbound activity Receipts is specific to Navan and Mailboxes to Outreach — each maps to any object or custom field on the other side.
Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Prospects The people being engaged; the main record kept in sync with the CRM Repayments, Fees, and Adjustments is specific to Navan and Prospects to Outreach — each maps to any object or custom field on the other side.
Card Transactions Navan physical and virtual card spend; read via GET, then GL codes, cost centers, and ERP sync status are written back per transaction through the transaction update endpoint. Accounts Companies grouping prospects, aligned with CRM account ownership Card Transactions is specific to Navan and Accounts to Outreach — each maps to any object or custom field on the other side.
Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Sequences Multi-step cadences; synced as reference data for enrollment automation Connect Transactions is specific to Navan and Sequences to Outreach — each maps to any object or custom field on the other side.

How changes propagate between Navan and Outreach

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.

Navan Outreach Sub-second propagation

DetectionNavan notifies Stacksync of record changes through webhook events. Navan's Expense API supports webhooks for transaction and expense events.

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

Outreach Navan Sub-second propagation

DetectionOutreach notifies Stacksync of record changes through webhook events. Webhook subscriptions on resource create, update, and destroy events, plus polling.

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

Rate-limit considerations

  • Navan: Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
  • Outreach: Subject to per-user hourly rate limits.
What ships with Navan ⇄ Outreach

Connect Navan and Outreach for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Navan or Outreach instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Outreach 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 Navan or Outreach record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Navan and Outreach.

How the Navan and Outreach connectors work

Navan

Integration surface
REST (Expense API and Booking API)
Authentication
OAuth 2.0 client-credentials flow; an admin creates a client_id and client_secret under Settings > Integrations and exchanges them at Navan's OAuth token endpoint for a short-lived bearer token that is refreshed on expiry (separate US and EU regional hosts)
Change detection
Navan's Expense API supports webhooks for transaction and expense events; sync engines also poll GET endpoints with date-range and updatedAt filters (createdFrom/createdTo for bookings) to backfill history and reconcile. There is no database-level CDC.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.

Outreach

Integration surface
REST API conforming to the JSON:API specification
Authentication
OAuth 2.0
Change detection
webhook subscriptions on resource create, update, and destroy events, plus polling
Capabilities
read · write · webhooks
Rate limits
subject to per-user hourly rate limits
How it works

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

    Choose tables

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

Navan and Outreach 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.

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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 494 integrations available for Navan and Outreach.

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