Real-time
Real-time sync
Changes in Close or Dun And Bradstreet instantly reflect in both systems. No stale data, no manual imports.
CRM
Close to Dun And Bradstreet integration — real-time data sync
Keep Close and Dun And Bradstreet 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 Dun And Bradstreet
Run Close and Dun And Bradstreet side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Dun And Bradstreet is a read-only source: Stacksync reads its data in real time and delivers it into Close, so Close always reflects the current state of Dun And Bradstreet — without exports, scripts, or schedulers.
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.
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 Poll D&B Monitoring notifications for a registered portfolio of key accounts and suppliers and update the CRM or warehouse record whenever a firmographic or risk score changes.
- 04 Pull D&B risk and credit signals (PAYDEX, Failure Score, D&B Rating) into a warehouse for credit-risk, vendor-risk, and third-party-risk analytics.
Common sync patterns
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.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
What you can sync between Close and Dun And Bradstreet
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 | Dun And Bradstreet objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. | Identity Resolution (Match / cleanseMatch) Sends a company name and address and returns ranked candidate DUNS with confidence codes and a MatchGrade; read-only scored match, not an exact lookup. | Opportunities is specific to Close and Identity Resolution (Match / cleanseMatch) to Dun And Bradstreet — each maps to any object or custom field on the other side. | |
| Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. | Criteria Search Query companies by firmographic criteria (industry, geography, size) and get back a list of D-U-N-S Numbers to enrich; read-only list building. | Activities is specific to Close and Criteria Search to Dun And Bradstreet — each maps to any object or custom field on the other side. | |
| Tasks Follow-up items assigned to users; synced for workload and SLA reporting. | Monitoring Notifications Change notices for a registered portfolio of DUNS; read-only feed pulled from the notifications endpoint (retained ~60 days) or delivered as bundled push. | Tasks is specific to Close and Monitoring Notifications to Dun And Bradstreet — each maps to any object or custom field on the other side. | |
| Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. | Company Information (Data Block) Core firmographics for a D-U-N-S Number - legal name, addresses, industry codes, employees, sales, status. Retrieved read-only via the Enrich endpoint; blocks come in levels L1-L4. | Custom Activities is specific to Close and Company Information (Data Block) to Dun And Bradstreet — 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. | Principals & Contacts (Data Block) Company officers, executives, and contacts tied to a D-U-N-S Number; read-only enrichment used to populate CRM contact and account-owner fields. | Custom Fields is specific to Close and Principals & Contacts (Data Block) to Dun And Bradstreet — each maps to any object or custom field on the other side. | |
| Users Sales reps referenced as owners on leads, opportunities, and activities. | Company Hierarchy & Connections (Family Tree) Parent, subsidiary, branch, and global-ultimate DUNS relationships; read-only, used to build account hierarchies and corporate-family rollups. | Users is specific to Close and Company Hierarchy & Connections (Family Tree) to Dun And Bradstreet — each maps to any object or custom field on the other side. |
How changes propagate between Close and Dun And Bradstreet
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 Dun And Bradstreet 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.
DeliveryDun And Bradstreet does not accept inbound record writes, so this direction carries requests rather than records: Dun And Bradstreet's output flows back as field updates on the originating Close records.
Dun And Bradstreet Close Interval-based propagation
DetectionStacksync polls Dun And Bradstreet for changes on an incremental schedule, reading only records changed since the previous pass. Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days).
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.
- Dun And Bradstreet: Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
What ships with Close ⇄ Dun And Bradstreet
Connect Close and Dun And Bradstreet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Dun And Bradstreet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Close or Dun And Bradstreet 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 Dun And Bradstreet record.
Observability
Monitoring
Track your Close ⇄ Dun And Bradstreet 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 Dun And Bradstreet.
How the Close and Dun And Bradstreet 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
Dun And Bradstreet
- Integration surface
- D&B Direct+ REST API (plus.dnb.com) - capability groups for Identity Resolution (Match), Search, Enrich (Data Blocks by D-U-N-S Number), Multi-Process, Data File/Batch, and Monitoring
- Authentication
- OAuth 2.0 client-credentials: Base-auth a consumer key/secret to POST /v3/token for a bearer token; access tokens expire after 24 hours.
- Change detection
- Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days). Bundled push delivery is configured with your D&B rep; there is no standard HTTP webhook and no log-based CDC.
- Capabilities
- read
- Rate limits
- Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
How it works
How to connect Close to Dun And Bradstreet — 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 Dun And Bradstreet 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
Dun And Bradstreet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Close and Dun And Bradstreet 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 ⇄ Dun And BradstreetCustomers 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 Dun And BradstreetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Close and Dun And Bradstreet integration FAQ
-
Yes. Stacksync provides a managed, real-time integration between Close and Dun And Bradstreet — Dun And Bradstreet is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Close and Dun And Bradstreet connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Close–Dun And Bradstreet integration in-house.
-
Yes — Stacksync ships production-grade connectors for both Close and Dun And Bradstreet. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
-
Change detection on Close: Webhook subscriptions for record events, with polling on date_updated fields for backfills. On Dun And Bradstreet: Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days). Bundled push delivery is configured with your D&B rep; there is no standard HTTP webhook and no log-based CDC. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Close side: Tasks, Custom Activities, Custom Fields, Users, plus custom fields where Close exposes them. On the Dun And Bradstreet side: Company Hierarchy & Connections (Family Tree), Financial Strength & Risk Insight (Data Block), Identity Resolution (Match / cleanseMatch), Criteria Search. Stacksync auto-detects both schemas and converts types between the two systems.
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Dun And Bradstreet is a read-only source, so this integration runs one-way: Stacksync reads from Dun And Bradstreet in real time and delivers into Close. Field mapping and monitoring work the same as for two-way pairs.
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
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:
Related integrations
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