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CRM ⇄ Marketing

Close to Cvent integration — real-time, two-way sync

Keep Close and Cvent 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 Close and Cvent

Keep the people you sell to and the people you market to in one shared view: Close and Cvent sync contacts, accounts, and engagement in real time, in both directions.

Close owns the customer relationship and the pipeline; Cvent runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Leads, Contacts, Opportunities, Activities in Close with Contacts, Attendees and Registrations, Sessions, Speakers in Cvent field by field, in real time, and in both directions. You decide which system owns which fields — Close can own account and opportunity status while Cvent owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
  • 02 Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • 03 Write Attendees and Registrations into Cvent from external marketing signup flows, then read attendance status back into a warehouse.
  • 04 Sync Sessions and Speakers into a content database or agenda app so schedule and speaker changes propagate without manual re-entry.

Common sync patterns

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

Segments and audiences follow the CRM

Where Cvent builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Close, so who receives a campaign reflects current pipeline reality instead of a stale export.

Where Cvent generates leads: hand-off without re-keying

New leads or responders captured in Cvent flow into Close assigned and deduplicated, so nothing sits in a marketing list waiting for someone to export it.

What you can sync between Close and Cvent

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 Cvent objects How this pairing syncs
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Contacts Account-wide people database spanning every event; synced two-way with a CRM or warehouse as the shared audience source of truth via the Create Contacts endpoint. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Surveys Survey definitions and responses; read out to a warehouse for post-event feedback analysis alongside attendance data. Custom Activities is specific to Close and Surveys to Cvent — each maps to any object or custom field on the other side.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Budgets Event budget line items; read into a finance database or ERP to reconcile planned versus actual event spend. Custom Fields is specific to Close and Budgets to Cvent — each maps to any object or custom field on the other side.
Users Sales reps referenced as owners on leads, opportunities, and activities. Events Top-level event containers created and updated through the Events endpoints; read out for reporting and written to provision events from an external system. Users is specific to Close and Events to Cvent — 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. Attendees and Registrations Per-event registrants; written in from CRM or marketing signup flows via POST /ea/attendees and read back out to a warehouse for attendance and registration-status reporting. Smart Views is specific to Close and Attendees and Registrations to Cvent — each maps to any object or custom field on the other side.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Sessions Agenda items within an event; listed or created through the API and synced so session-level attendance feeds reporting tables. Leads is specific to Close and Sessions to Cvent — each maps to any object or custom field on the other side.

How changes propagate between Close and Cvent

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 Cvent 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 Cvent through its API, with automatic retries and rate-limit backoff.

Cvent Close Sub-second propagation

DetectionCvent notifies Stacksync of record changes through webhook events. Per-event webhooks push attendee, registration, session, and speaker changes.

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.
  • Cvent: Responses carry X-RateLimit-Limit/Remaining/Reset headers; a 429 signals either the per-second limit (retry with exponential backoff from ~2s) or the daily quota (up to 500,000 calls/day on the Premium tier, 1,000/day on Free) exhausted until midnight UTC.
What ships with Close ⇄ Cvent

Connect Close and Cvent for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Close or Cvent instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Cvent 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 Cvent record.

Observability

Monitoring

Track your Close ⇄ Cvent 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 Cvent.

How the Close and Cvent 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

Cvent

Integration surface
Cvent REST API (JSON over HTTPS at api-platform.cvent.com/ea, paginated list endpoints)
Authentication
OAuth 2.0 client-credentials flow: a client ID and secret are Basic-auth exchanged for a 60-minute bearer token at api-platform.cvent.com/ea/oauth2/token; legacy API-key and SOAP/CSN auth are deprecated
Change detection
Per-event webhooks push attendee, registration, session, and speaker changes; list endpoints also expose updatedDate for polling and support on-demand manual sync
Capabilities
read · write · webhooks
Rate limits
Responses carry X-RateLimit-Limit/Remaining/Reset headers; a 429 signals either the per-second limit (retry with exponential backoff from ~2s) or the daily quota (up to 500,000 calls/day on the Premium tier, 1,000/day on Free) exhausted until midnight UTC
Cvent setup guide
How it works

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

    Choose tables

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

Close and Cvent 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
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:

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 489 integrations available for Close and Cvent.

Popular · 8 of 489
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