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CRM ⇄ Business productivity

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

Keep Close and Gainsight 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

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Why teams connect Close and Gainsight

Sync what happens in Gainsight with the customer records in Close, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Gainsight holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Timeline Activity, Success Plan, Task and Playbook, Custom Objects in Gainsight to Contacts, Opportunities, Activities, Tasks in Close with bi-directional, real-time sync. Activity and record changes in Gainsight update the matching contact or account in Close, and CRM data flows the other way wherever Gainsight can store and use it.

Common use cases

  • 01 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
  • 02 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
  • 03 Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • 04 Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.

Common sync patterns

Where Gainsight processes payments

Charges, refunds, and subscription changes appear on the account in Close, so revenue context lives with the relationship.

Where Gainsight can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Close sync into Gainsight, so people working there have the context without switching tools.

Where Gainsight handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Close, so sales sees open issues before the next call.

What you can sync between Close and Gainsight

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 Gainsight objects How this pairing syncs
Users Sales reps referenced as owners on leads, opportunities, and activities. CTA (Call to Action) Risk and expansion alerts that drive CSM plays; often synced to ticketing or project tools so follow-up work is tracked where teams operate. Users is specific to Close and CTA (Call to Action) to Gainsight — 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. Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. Smart Views is specific to Close and Scorecard Fact to Gainsight — 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. Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. Leads is specific to Close and Timeline Activity to Gainsight — 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. Success Plan Account objectives with associated tasks; read out for reporting or synced with project tools tracking onboarding and adoption. Contacts is specific to Close and Success Plan to Gainsight — 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. Task and Playbook Cockpit tasks generated from CTAs and playbooks; synced with Jira or Asana so execution happens in the team's own tool. Opportunities is specific to Close and Task and Playbook to Gainsight — 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. Custom Objects Org-specific MDA tables with the __gc suffix; discoverable via the Describe API so field mappings can be generated automatically. Activities is specific to Close and Custom Objects to Gainsight — each maps to any object or custom field on the other side.

How changes propagate between Close and Gainsight

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

Gainsight Close Interval-based propagation

DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.

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.
  • Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
What ships with Close ⇄ Gainsight

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Gainsight 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 Gainsight record.

Observability

Monitoring

Track your Close ⇄ Gainsight 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 Gainsight.

How the Close and Gainsight 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

Gainsight

Integration surface
REST APIs (per-object) and asynchronous Bulk REST API
Authentication
API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
Change detection
Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
Capabilities
read · write
Rate limits
Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
How it works

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

    Choose tables

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

Close and Gainsight 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
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:

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 534 integrations available for Close and Gainsight.

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