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CRM

Connect Close to any app with two-way sync.

Two-way sync Close across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • 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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Migrated from MuleSoft
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Object catalog

What Stacksync syncs in Close.

These objects sync between Close and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Close exposes them.

Leads
The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history.
Contacts
People nested under a lead, with emails and phone numbers used for outreach syncs.
Opportunities
Deal records with value, confidence, and status; commonly synced to reporting and billing systems.
Activities
Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics.
Tasks
Follow-up items assigned to users; synced for workload and SLA reporting.
Custom Activities
User-defined activity types with their own custom fields, mapped like standard activities.
Custom Fields
Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs.
Users
Sales reps referenced as owners on leads, opportunities, and activities.
Smart Views
Saved lead searches that can scope which records a segment-based sync pulls.
API surface

How Stacksync connects to Close.

The connector runs on Close's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Rate limits
Subject to per-endpoint rate limits communicated in response headers

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Supported
What ships with Close

Connect Close for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Close instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close 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 Close record.

Observability

Monitoring

Track your Close sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Close connector.

Close is bought by SMB and mid-market inside sales teams, typically by sales leaders and RevOps, who want calling, email, and SMS built into the CRM rather than bolted on. It serves as the system of record for pipeline and outreach: Leads, Contacts, and Opportunities accumulate alongside a high volume of communication Activities, plus org-specific Custom Fields and Custom Activities.

  • RevOps
  • Sales operations
  • Data engineering
  • SMB sales leaders

  1. Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.

  2. Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.

  3. Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.

  4. Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.

  5. Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.

  6. Two-way sync of Leads, Contacts, and Opportunities with Postgres or a warehouse so RevOps joins pipeline data with product usage in SQL and writes scores back to Close Custom Fields.

All Close integrations

Pick the system you need to keep in sync with Close. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 46

ERP · 38

Database · 50

Data warehouse · 29

Business productivity · 40

Accounting and finance · 16

How it works

Set up Close in minutes, without APIs.

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 Close with its 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
    Close connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close objects to sync — Stacksync auto-detects the schema, 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 · Close
    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
    Close database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close connector FAQ

What can I sync with the Close connector?

Close's core objects — Leads, Contacts, Opportunities, Activities and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Close?

Via REST API, authenticated with API key (sent via HTTP Basic auth). Changes are detected as follows — webhook subscriptions for record events, with polling on date_updated fields for backfills. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Close connector two-way?

Yes. Changes made in Close propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a Close integration take to set up?

Most Close integrations go live in minutes: authenticate Close and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Close data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Close data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

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
CSA STAR
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
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