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CRM ⇄ AI

Close to Openai integration — real-time data sync

Keep Close and Openai 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 Openai

Flow Openai data into Close in real time — no exports, no schedulers, no custom scripts.

Openai 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 Openai — without exports, scripts, or schedulers.

Openai turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in Close, where reps and marketers actually work. Intelligence that stays inside Openai rarely reaches the record where a decision gets made, and Openai is only as sharp as the data it sees, which is also held in Close.

Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so Close stays the record of the customer while Openai stays where the computation happens.

Common use cases

  • 01 Subscribe to batch.completed and fine_tuning.job.succeeded webhooks so a downstream pipeline step fires the moment an offline-inference or training job finishes.
  • 02 Pull Administration Usage and Costs into a warehouse for FinOps chargeback, per-project budget tracking, and spend-tier planning.
  • 03 Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • 04 Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.

Common sync patterns

Where Openai enriches people or companies: fields fill in

Enriched attributes from Openai populate contact and company fields in Close, and refreshes keep them from going stale.

Where Openai scores or ranks records: results on the CRM record

Lead scores, fit ratings, or priority computed in Openai land as fields on the matching contact or account in Close, so reps sort and act on them without leaving the CRM.

Where Openai classifies or tags: labels sync onto the record

Categories, sentiment, or intent produced in Openai attach to the right contact, account, or deal in Close, keeping segmentation current as new data arrives.

What you can sync between Close and Openai

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 Openai objects How this pairing syncs
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Vector stores File collections backing file-search retrieval, with name, file counts, usage bytes, and status; read as a metadata inventory of retrieval assets. Activities is specific to Close and Vector stores to Openai — 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. Usage & Costs Per-model and per-project token, request, and dollar figures from the Administration Usage and Costs endpoints, read for FinOps chargeback and spend reporting. Tasks is specific to Close and Usage & Costs to Openai — 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. Projects & Members Organization projects, their members, and service accounts from the Administration API; read as an access-and-ownership inventory. Custom Activities is specific to Close and Projects & Members to Openai — 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. Audit logs Organization audit-log events (API-key changes, logins, project edits) from the Administration API; read for compliance and security monitoring. Custom Fields is specific to Close and Audit logs to Openai — each maps to any object or custom field on the other side.
Users Sales reps referenced as owners on leads, opportunities, and activities. Models Catalog of available base, snapshot, and fine-tuned models with owner and capabilities; read-only reference data used to resolve inference and fine-tuning targets. Users is specific to Close and Models to Openai — 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. Fine-tuning jobs Training jobs with status, base model, hyperparameters, trained-model name, and result files; status received by webhook or polled from queued through succeeded or failed. Smart Views is specific to Close and Fine-tuning jobs to Openai — each maps to any object or custom field on the other side.

How changes propagate between Close and Openai

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 Openai 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.

DeliveryOpenai does not accept inbound record writes, so this direction carries requests rather than records: Openai's output flows back as field updates on the originating Close records.

Openai Close Sub-second propagation

DetectionOpenai notifies Stacksync of record changes through webhook events. Push webhooks (Standard Webhooks spec, whsec_ signing secret) fire on batch.completed, fine_tuning.job.succeeded/failed, response.completed/failed,.

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.
  • Openai: Rate limits are set per organization and per project as RPM/RPD and TPM/TPD and rise across five spend-based usage tiers; responses carry x-ratelimit-remaining headers and return HTTP 429 on breach.
What ships with Close ⇄ Openai

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Openai 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 Openai record.

Observability

Monitoring

Track your Close ⇄ Openai 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 Openai.

How the Close and Openai 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

Openai

Integration surface
REST API: data-plane inference and authoring (api.openai.com/v1) plus the Administration API (/v1/organization/*) for usage, costs, projects, and audit logs
Authentication
Bearer API key scoped to a project or user (sk-...) in the Authorization header, with optional OpenAI-Organization and OpenAI-Project headers; the Administration API requires an Admin key (sk-admin-...)
Change detection
Push webhooks (Standard Webhooks spec, whsec_ signing secret) fire on batch.completed, fine_tuning.job.succeeded/failed, response.completed/failed, and eval.run events; objects without a webhook are read by list plus GET-by-ID. No row-level CDC feed.
Capabilities
read · webhooks
Rate limits
Rate limits are set per organization and per project as RPM/RPD and TPM/TPD and rise across five spend-based usage tiers; responses carry x-ratelimit-remaining headers and return HTTP 429 on breach.
How it works

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

    Choose tables

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

Close and Openai 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
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 502 integrations available for Close and Openai.

Popular · 7 of 502
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