Two-way sync
Changes in Close or Kustomer instantly reflect in both systems. No stale data, no manual imports.
Keep Close and Kustomer in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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.
Stacksync syncs Smart Views, Leads, Contacts, Opportunities in Close with Companies, Custom Objects (Klasses), Users, Teams in Kustomer in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Deal stage and value on shared accounts stay visible from either CRM.
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
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 | Kustomer objects | How this pairing syncs | |
|---|---|---|---|
| Users Sales reps referenced as owners on leads, opportunities, and activities. | Users Agent records map conversation ownership to people in other systems. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Smart Views Saved lead searches that can scope which records a segment-based sync pulls. | Notes Internal annotations carry context alongside synced conversations. | Smart Views is specific to Close and Notes to Kustomer — 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. | Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. | Leads is specific to Close and Customers to Kustomer — 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. | Conversations Support threads across channels sync outward for analytics and CRM context. | Contacts is specific to Close and Conversations to Kustomer — 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. | Messages Individual messages within conversations support full-thread replication. | Opportunities is specific to Close and Messages to Kustomer — 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. | Companies Organization records group customers and map to CRM accounts. | Activities is specific to Close and Companies to Kustomer — each maps to any object or custom field on the other side. |
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.
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 Kustomer through its API, with automatic retries and rate-limit backoff.
DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.
DeliveryEach detected change is written to Close through its API, with automatic retries and rate-limit backoff.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Kustomer connection.
Changes in Close or Kustomer instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Close or Kustomer data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Close or Kustomer record.
Track your Close ⇄ Kustomer sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Close and Kustomer.
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.
Authenticate Close and Kustomer with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Close and Kustomer 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Close and Kustomer: authenticate both systems, choose the objects to sync (such as Close's Users and Smart Views), map fields visually, and changes propagate both ways in milliseconds — no code required.
Close: REST API. Authentication: API key (sent via HTTP Basic auth). Kustomer: REST API. Authentication: API key used as a bearer token, scoped by role. Stacksync manages authentication, retries, and rate limits on both sides.
Close: Webhook subscriptions can be created via the API to receive create, update, and delete events on leads, contacts, opportunities, and activities. Kustomer: Custom object types are called Klasses, and they are the standard mechanism for landing external data like orders and subscriptions where agents work. Stacksync's field mapping accounts for these differences between Close and Kustomer without custom code.
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Close and Kustomer records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Close and Kustomer connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Close–Kustomer integration in-house.
Yes — Stacksync ships production-grade connectors for both Close and Kustomer. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 441 integrations available for Close and Kustomer.