Real-time
Two-way sync
Changes in Close or Quip instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Close to Quip integration — real-time, two-way sync
Keep Close and Quip 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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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Close and Quip
Sync what happens in Quip 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 Quip 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 Spreadsheets, Folders, Messages, Users in Quip to Custom Fields, Users, Smart Views, Leads in Close with bi-directional, real-time sync. Activity and record changes in Quip update the matching contact or account in Close, and CRM data flows the other way wherever Quip can store and use it.
Common use cases
- 01 Mirror Documents and Spreadsheets into Postgres or a warehouse, keyed on thread ID and refreshed when updated_usec advances, for search and reporting on account plans and notes.
- 02 Write status rows from an operational database into a shared Quip Spreadsheet with update_spreadsheet_row so ops and deal-desk teams see live figures in-document.
- 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 Quip 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.
Where Quip supplies contact or company data
Enriched fields land directly on records in Close, and refreshes keep them from going stale.
Where Quip can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Close sync into Quip, so people working there have the context without switching tools.
What you can sync between Close and Quip
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 | Quip objects | How this pairing syncs | |
|---|---|---|---|
| Users Sales reps referenced as owners on leads, opportunities, and activities. | Users Member records read individually or via contacts; get_authenticated_user identifies the token owner. Used read-only for directory-style syncs. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. | Messages Comments and chat posts on a thread; the most recent are read with get_messages and new ones written with new_message. | Contacts is specific to Close and Messages to Quip — 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. | Blobs Images and file attachments stored per thread; downloaded with get_blob and uploaded with put_blob against a specific thread ID. | Opportunities is specific to Close and Blobs to Quip — 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. | Documents Editable rich-text threads addressed by ID; created and updated over REST via HTML or Markdown sections, with an updated_usec timestamp used to detect edits. | Activities is specific to Close and Documents to Quip — 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. | Spreadsheets Live-spreadsheet threads; rows and cells are read and written through add_to_spreadsheet and update_spreadsheet_row helpers on the same thread endpoints. | Tasks is specific to Close and Spreadsheets to Quip — 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. | Folders Private, Shared, and Group containers that organize threads; membership is added or removed via the folders endpoints for access control. | Custom Activities is specific to Close and Folders to Quip — each maps to any object or custom field on the other side. |
How changes propagate between Close and Quip
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 Quip 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 Quip through its API, with automatic retries and rate-limit backoff.
Quip Close Interval-based propagation
DetectionStacksync polls Quip for changes on an incremental schedule, reading only records changed since the previous pass. Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec.
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.
- Quip: Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers.
What ships with Close ⇄ Quip
Connect Close and Quip for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Quip connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Close or Quip 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 Quip record.
Observability
Monitoring
Track your Close ⇄ Quip 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 Quip.
How the Close and Quip 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
Quip
- Integration surface
- REST (v1 Automation API)
- Authentication
- OAuth 2.0 bearer tokens (RFC 6749/6750) or a Personal Access Token; domain admins can pre-approve apps for domain-wide authentication
- Change detection
- Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec; there is no change-data-capture and no outbound change webhook
- Capabilities
- read · write
- Rate limits
- Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers
How it works
How to connect Close to Quip — 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 Quip 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
Quip
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Close and Quip 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 ⇄ QuipCustomers 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 QuipCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Close and Quip integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Close and Quip: authenticate both systems, choose the objects to sync (such as Close's Users and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Close: Webhook subscriptions for record events, with polling on date_updated fields for backfills. On Quip: Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec; there is no change-data-capture and no outbound change webhook. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Quip side: Spreadsheets, Folders, Messages, Users, plus custom fields where Quip exposes them. On the Close side: Custom Fields, Users, Smart Views, Leads. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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Common patterns for Close and Quip: Where Quip handles support or shared inboxes; Where Quip supplies contact or company data; Where Quip can store CRM context: fields kept current. Tickets and conversations attach to the right contact and account in Close, so sales sees open issues before the next call.
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Close: REST API. Authentication: API key (sent via HTTP Basic auth). Quip: REST (v1 Automation API). Authentication: OAuth 2.0 bearer tokens (RFC 6749/6750) or a Personal Access Token; domain admins can pre-approve apps for domain-wide authentication. 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
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:
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