Real-time
Two-way sync
Changes in Close or Creatio CRM instantly reflect in both systems. No stale data, no manual imports.
CRM
Close to Creatio CRM integration — real-time, two-way sync
Keep Close and Creatio CRM 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
Case study
Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Close and Creatio CRM
Run Close and Creatio CRM side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
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 Activities, Tasks, Custom Activities, Custom Fields in Close with Opportunities, Activities, Cases, Orders in Creatio CRM 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.
Common use cases
- 01 Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
- 02 Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
- 03 Keep Creatio cases aligned with a dedicated support desk tool for teams that split service across systems.
- 04 Sync Creatio accounts and opportunities into a warehouse for pipeline and forecast reporting outside Creatio dashboards.
Common sync patterns
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
What you can sync between Close and Creatio CRM
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.
| Close objects | Creatio CRM objects | How this pairing syncs | |
|---|---|---|---|
| Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. | Leads Inbound interest records qualified into opportunities; synced for funnel reporting. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. | Contacts Person records linked to accounts, activities, and cases. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. | Opportunities Deal records with stages and amounts used in revenue syncs. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. | Activities Tasks, calls, and meetings tied to records for engagement tracking. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Users Sales reps referenced as owners on leads, opportunities, and activities. | Custom sections (objects) No-code custom entities, exposed through the same API as standard objects. | Users is specific to Close and Custom sections (objects) to Creatio CRM — each maps to any object or custom field on the other side. | |
| Smart Views Saved lead searches that can scope which records a segment-based sync pulls. | Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. | Smart Views is specific to Close and Accounts to Creatio CRM — each maps to any object or custom field on the other side. |
How changes propagate between Close and Creatio CRM
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.
Close Creatio CRM Sub-second propagation
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 Creatio CRM through its API, with automatic retries and rate-limit backoff.
Creatio CRM Close Interval-based propagation
DetectionStacksync polls Creatio CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on ModifiedOn system columns.
DeliveryEach detected change is written to Close through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Close: Subject to per-endpoint rate limits communicated in response headers.
- Creatio CRM: Subject to the platform's API rate limits.
What ships with Close ⇄ Creatio CRM
Connect Close and Creatio CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Creatio CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Close or Creatio CRM 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 or Creatio CRM record.
Observability
Monitoring
Track your Close ⇄ Creatio CRM sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Close and Creatio CRM.
How the Close and Creatio CRM connectors work
Close
- Integration surface
- 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
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-endpoint rate limits communicated in response headers
Creatio CRM
- Integration surface
- OData REST API plus a proprietary DataService API
- Authentication
- OAuth 2.0 or cookie-based session authentication
- Change detection
- Polling on ModifiedOn system columns; outbound notifications require configuring business processes
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Close to Creatio CRM — 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.
- 01
Connect your apps
Authenticate Close and Creatio CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Close
connected
Creatio CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Close and Creatio CRM 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.
objects · Close ⇄ Creatio CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Close Creatio CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Close and Creatio CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Close and Creatio CRM: authenticate both systems, choose the objects to sync (such as Close's Leads and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Close side: Activities, Tasks, Custom Activities, Custom Fields, plus custom fields where Close exposes them. On the Creatio CRM side: Opportunities, Activities, Cases, Orders. Stacksync auto-detects both schemas and converts types between the two systems.
-
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Close and Creatio CRM: Migration with a parallel run; Divisional or regional split; Where both track pipeline: deal visibility across systems. When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
-
Close: REST API. Authentication: API key (sent via HTTP Basic auth). Creatio CRM: OData REST API plus a proprietary DataService API. Authentication: OAuth 2.0 or cookie-based session authentication. Stacksync manages authentication, retries, and rate limits on both sides.
-
Close: Calling, SMS, and email are native activity types, so communication history is available through the same API as CRM records rather than a separate telephony integration. Creatio CRM: Creatio exposes its object model over OData, so any entity, including custom objects built with its no-code tools, is addressable as an OData entity set. Stacksync's field mapping accounts for these differences between Close and Creatio CRM without custom code.
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.
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:
Related integrations
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