Real-time
Two-way sync
Changes in Close or Egnyte instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Storage
Close to Egnyte integration — real-time, two-way sync
Keep Close and Egnyte 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
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Migrated from Celigo
Why teams connect Close and Egnyte
Keep the paperwork with the relationship: Close and Egnyte share every customer's records and files in real time, in both directions.
Close holds the customer relationship as structured records; Egnyte holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.
Stacksync keeps Activities, Tasks, Custom Activities, Custom Fields in Close aligned with Users, Groups, Permissions, Links in Egnyte, in real time. A new account or deal can open its own folder in Egnyte; a document filed in Egnyte can surface as a link and metadata on the matching record in Close; and records from Close can be written into Egnyte as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.
Common use cases
- 01 Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
- 02 Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
- 03 Two-way sync of Files and Folders between Egnyte and an operational database or another content store, keeping the folder hierarchy aligned.
- 04 Write custom Metadata such as classification tags and project fields onto Files and Folders from a governance or DMS system, and read it back for reporting.
Common sync patterns
A folder per account or deal
When an account or deal is created in Close, a matching folder or container opens in Egnyte, named and organized the same way, so files have a home the moment they are needed.
Documents linked back to the record
A contract, proposal, or signed agreement filed in Egnyte surfaces as a link on the matching record in Close, so the customer's paperwork sits with the relationship instead of a shared drive.
CRM records archived into storage
Records from Close are written into Egnyte as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.
What you can sync between Close and Egnyte
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 | Egnyte objects | How this pairing syncs | |
|---|---|---|---|
| Users Sales reps referenced as owners on leads, opportunities, and activities. | Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. | Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. | Custom Fields is specific to Close and Files to Egnyte — 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. | Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. | Smart Views is specific to Close and Folders to Egnyte — 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. | Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. | Leads is specific to Close and Groups to Egnyte — each maps to any object or custom field on the other side. | |
| Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. | Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. | Contacts is specific to Close and Permissions to Egnyte — each maps to any object or custom field on the other side. | |
| Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. | Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. | Opportunities is specific to Close and Links to Egnyte — each maps to any object or custom field on the other side. |
How changes propagate between Close and Egnyte
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 Egnyte 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 Egnyte through its API, with automatic retries and rate-limit backoff.
Egnyte Close Sub-second propagation
DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.
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.
- Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
What ships with Close ⇄ Egnyte
Connect Close and Egnyte for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Egnyte connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Close or Egnyte 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 Egnyte record.
Observability
Monitoring
Track your Close ⇄ Egnyte 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 Egnyte.
How the Close and Egnyte 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
Egnyte
- Integration surface
- REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
- Authentication
- OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
- Change detection
- Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
- Capabilities
- read · write · webhooks
- Rate limits
- Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request
How it works
How to connect Close to Egnyte — 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 Egnyte 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
Egnyte
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Close and Egnyte 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 ⇄ EgnyteCustomers 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 EgnyteCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Close and Egnyte integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Close and Egnyte: authenticate both systems, choose the objects to sync (such as Close's Users and Custom Fields), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Close: Webhook subscriptions for record events, with polling on date_updated fields for backfills. On Egnyte: Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Close side: Activities, Tasks, Custom Activities, Custom Fields, plus custom fields where Close exposes them. On the Egnyte side: Users, Groups, Permissions, Links. 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 Egnyte: A folder per account or deal; Documents linked back to the record; CRM records archived into storage. When an account or deal is created in Close, a matching folder or container opens in Egnyte, named and organized the same way, so files have a home the moment they are needed.
-
Close: REST API. Authentication: API key (sent via HTTP Basic auth). Egnyte: REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints. Authentication: OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header. Stacksync manages authentication, retries, and rate limits on both sides.
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
Every pair below is a real-time, two-way sync. Search all 520 integrations available for Close and Egnyte.
Popular · 6 of 520
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Close ⇄ Amazon S3 -
Close ⇄ Box -
Close ⇄ Sharepoint -
Egnyte ⇄ Salesloft -
Egnyte ⇄ SAP Sales Cloud -
Egnyte ⇄ Streak CRM
No integrations match .
