Two-way sync
Changes in Chorusai or Close instantly reflect in both systems. No stale data, no manual imports.
Keep Chorusai and Close in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Moments, Playlists, Engagements, Recordings (Conversations) in Chorusai with Tasks, Custom Activities, Custom Fields, Users in Close in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Deal stage and value on shared accounts stay visible from either CRM.
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
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.
| Chorusai objects | Close objects | How this pairing syncs | |
|---|---|---|---|
| Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. | Users Sales reps referenced as owners on leads, opportunities, and activities. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. | Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. | Trackers is specific to Chorusai and Custom Fields to Close — each maps to any object or custom field on the other side. | |
| Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. | Smart Views Saved lead searches that can scope which records a segment-based sync pulls. | Deals is specific to Chorusai and Smart Views to Close — each maps to any object or custom field on the other side. | |
| Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. | Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. | Scorecards is specific to Chorusai and Leads to Close — each maps to any object or custom field on the other side. | |
| Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. | Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. | Moments is specific to Chorusai and Contacts to Close — each maps to any object or custom field on the other side. | |
| Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. | Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. | Playlists is specific to Chorusai and Opportunities to Close — each maps to any object or custom field on the other side. |
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.
DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.
DeliveryEach detected change is written to Close through its API, with automatic retries and rate-limit backoff.
DetectionClose notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling on date_updated fields for backfills.
DeliveryEach detected change is written to Chorusai through its API, with automatic retries and rate-limit backoff.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chorusai–Close connection.
Changes in Chorusai or Close instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Chorusai or Close data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Chorusai or Close record.
Track your Chorusai ⇄ Close sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Chorusai and Close.
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.
Authenticate Chorusai and Close with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Chorusai and Close 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Chorusai and Close: authenticate both systems, choose the objects to sync (such as Chorusai's Users and Trackers), map fields visually, and changes propagate both ways in milliseconds — no code required.
Chorusai: REST API (api-docs.chorus.ai). Authentication: Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header. Close: REST API. Authentication: API key (sent via HTTP Basic auth). Stacksync manages authentication, retries, and rate limits on both sides.
Chorusai: API tokens are per-user and scoped to that user's visibility, so syncing org-wide engagements requires a service account with broad access. Close: Webhook subscriptions can be created via the API to receive create, update, and delete events on leads, contacts, opportunities, and activities. Stacksync's field mapping accounts for these differences between Chorusai and Close without custom code.
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Chorusai and Close records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Chorusai and Close connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Chorusai–Close integration in-house.
Yes — Stacksync ships production-grade connectors for both Chorusai and Close. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 550 integrations available for Chorusai and Close.