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CRM ⇄ Business productivity

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

Keep Close and Gatekeeper 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 Gatekeeper

Sync what happens in Gatekeeper 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 Gatekeeper 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 Users, Categories, Contracts, Vendors (Suppliers) in Gatekeeper to Tasks, Custom Activities, Custom Fields, Users in Close with bi-directional, real-time sync. Activity and record changes in Gatekeeper update the matching contact or account in Close, and CRM data flows the other way wherever Gatekeeper can store and use it.

Common use cases

  • 01 Stream workflow-form data - intake requests, vendor onboarding, risk assessments - into an operational database for cycle-time and compliance reporting.
  • 02 Write contract or vendor records into Gatekeeper when a deal closes in the CRM to kick off downstream procurement and legal workflows.
  • 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 Gatekeeper can store CRM context: fields kept current

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

Where Gatekeeper supplies contact or company data

Enriched fields land directly on records in Close, and refreshes keep them from going stale.

Where Gatekeeper processes payments

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

What you can sync between Close and Gatekeeper

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 Gatekeeper objects How this pairing syncs
Users Sales reps referenced as owners on leads, opportunities, and activities. Users Gatekeeper user and team records governed by role-based access; read to map contract and vendor owners, approvers, and internal contacts to CRM or HR records. 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. Categories The classification taxonomy applied to contracts and vendors (type, department, business unit); synced so categorization stays consistent between Gatekeeper and downstream reporting or ERP dimensions. Custom Fields is specific to Close and Categories to Gatekeeper — 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. Contracts The core contract records holding value, key dates, renewal terms, status, type, owner, and the linked vendor; created, read, updated, and deleted so contract data moves two-way between Gatekeeper and a database, ERP, or CRM. Smart Views is specific to Close and Contracts to Gatekeeper — 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. Vendors (Suppliers) Company records for counterparties and suppliers with onboarding status, compliance, risk, contacts, and spend; read and written to keep vendor master data aligned with a CRM or ERP. Leads is specific to Close and Vendors (Suppliers) to Gatekeeper — 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. Files Document files attached to contracts and vendors - executed PDFs, certificates, and compliance evidence; read to pull signed files and evidence out, or written to push generated documents in. Contacts is specific to Close and Files to Gatekeeper — 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. Workflow form data The structured data captured on Gatekeeper workflow forms (intake requests, vendor onboarding, risk assessments); exposed by the API since 2025 so form results sync into an operational database, not only contract and vendor records. Opportunities is specific to Close and Workflow form data to Gatekeeper — each maps to any object or custom field on the other side.

How changes propagate between Close and Gatekeeper

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

Gatekeeper Close Interval-based propagation

DetectionStacksync polls Gatekeeper for changes on an incremental schedule, reading only records changed since the previous pass. No native developer webhook subscription API and no database change-data-capture log.

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.
  • Gatekeeper: Gatekeeper publishes no fixed public per-minute request quota; throughput is governed per key by its endpoint permissions, and every call is recorded (parameters, payload, response) under API Logs for monitoring. Pace bulk writes and use JSON:API pagination on list endpoints.
What ships with Close ⇄ Gatekeeper

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Gatekeeper 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 Gatekeeper record.

Observability

Monitoring

Track your Close ⇄ Gatekeeper 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 Gatekeeper.

How the Close and Gatekeeper 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

Gatekeeper

Integration surface
RESTful API following the JSON:API specification, tenant-scoped with interactive docs at {tenant}.gatekeeperhq.com/api_docs and a published Postman collection. The API is dynamic: it exposes the standard Contract and Vendor objects plus any custom data groups and workflow-form data configured in the tenant.
Authentication
API keys created and managed under Configuration > API Keys and passed as a token; each key carries granular per-endpoint permissions set to read-only or write, so access is scoped per object. Multiple keys can be issued and revoked independently.
Change detection
No native developer webhook subscription API and no database change-data-capture log; detect changes by polling the JSON:API list endpoints filtered and sorted on updated-at timestamps. Gatekeeper's own event automation - Workflow Engine phase transitions and Interconnect process orchestration - runs inside the platform rather than as a subscribable webhook stream.
Capabilities
read · write
Rate limits
Gatekeeper publishes no fixed public per-minute request quota; throughput is governed per key by its endpoint permissions, and every call is recorded (parameters, payload, response) under API Logs for monitoring. Pace bulk writes and use JSON:API pagination on list endpoints.
How it works

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

    Choose tables

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

Close and Gatekeeper 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 430 integrations available for Close and Gatekeeper.

Popular · 6 of 430
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