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CRM ⇄ Communications

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

Keep Close and RingCentral 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 RingCentral

Keep Close and RingCentral working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.

Close holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. RingCentral is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.

Stacksync syncs Custom Activities, Custom Fields, Users, Smart Views in Close with Message Store (SMS / MMS / Fax / Voicemail), Call Log, Extensions (Users), Contacts (Address Book) in RingCentral field by field, in real time, and in both directions. Current contact details flow out to RingCentral so it can reach the right person, and the calls, messages, and meetings RingCentral produces flow back onto the matching record in Close. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • 02 Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
  • 03 Place RingOut click-to-dial calls from a CRM or internal app so reps dial contacts without leaving their workflow.
  • 04 Two-way sync personal Address Book contacts so a rep's RingCentral contacts match the CRM and new CRM contacts appear in RingCentral.

Common sync patterns

One contact list, opt-outs included

A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.

New contacts reachable right away

A contact created or updated in Close appears in RingCentral within seconds, so outreach starts without exporting a list or re-keying numbers.

Where RingCentral reaches out: contacts kept current

Names, phone numbers, email addresses, and the owning rep from Close stay current in RingCentral, so every call, text, or email goes to the right person at the right address.

What you can sync between Close and RingCentral

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 RingCentral objects How this pairing syncs
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Extensions (Users) User extensions with profile, status, roles, and assigned phone numbers via the Configuration API; create, update, and disable extensions to provision or deprovision users and map them to CRM, HR, or directory identities. Read and write. Smart Views is specific to Close and Extensions (Users) to RingCentral — 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. Contacts (Address Book) Personal address-book contacts per extension with full CRUD via POST/PUT/DELETE /address-book/contact; the company directory has no create endpoint and is read-only, so only personal contacts are writable. Read and write. Leads is specific to Close and Contacts (Address Book) to RingCentral — 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. RingOut (Click-to-call) Two-legged calls placed programmatically via POST /account/~/extension/~/ring-out, with status polled via GET and calls cancelled via DELETE; a write/action path for click-to-dial from a CRM or internal app. Write. Contacts is specific to Close and RingOut (Click-to-call) to RingCentral — 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. Team Messaging (Chat) RingCentral team-messaging chats, teams, and posts (formerly Glip); read conversations and create posts, create teams, and add or remove members to mirror org structure. Read and write. Opportunities is specific to Close and Team Messaging (Chat) to RingCentral — 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. Presence Real-time presence and detailed telephony state per extension, read via GET presence and subscribed to for live updates, used to reflect agent availability and call status across systems. Read-only. Activities is specific to Close and Presence to RingCentral — 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. Subscriptions (Webhooks / WebSocket) Event subscriptions created through the Subscription API with eventFilters (message-store, presence, telephony sessions, extension changes); full CRUD, and the mechanism for near-real-time change delivery over webhooks or WebSocket. Read and write. Tasks is specific to Close and Subscriptions (Webhooks / WebSocket) to RingCentral — each maps to any object or custom field on the other side.

How changes propagate between Close and RingCentral

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

RingCentral Close Sub-second propagation

DetectionRingCentral notifies Stacksync of record changes through webhook events. Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant,.

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.
  • RingCentral: Per-user (extension) throttling groups per 60 seconds - Heavy 10, Medium 40 (e.g. /sms), Light 50, Auth 5 - as customizable defaults; exceeding returns HTTP 429 with a Retry-After header and X-Rate-Limit-Group/Limit/Remaining/Window headers.
What ships with Close ⇄ RingCentral

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or RingCentral 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 RingCentral record.

Observability

Monitoring

Track your Close ⇄ RingCentral 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 RingCentral.

How the Close and RingCentral 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

RingCentral

Integration surface
REST API (RingEX Platform API) on platform.ringcentral.com, base path /restapi/v1.0, with resources under account/~/extension/~/ (message-store, call-log, sms, fax, ring-out, address-book, presence, subscription) plus the Configuration API for provisioning
Authentication
OAuth 2.0 - authorization code flow (with PKCE) for user-facing apps, and JWT bearer flow for server-to-server integrations; the legacy password (ROPC) grant was retired on March 31, 2024
Change detection
Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant, presence, and telephony/sessions; historical pulls poll message-store and call-log on dateFrom/dateTo
Capabilities
read · write · webhooks
Rate limits
Per-user (extension) throttling groups per 60 seconds - Heavy 10, Medium 40 (e.g. /sms), Light 50, Auth 5 - as customizable defaults; exceeding returns HTTP 429 with a Retry-After header and X-Rate-Limit-Group/Limit/Remaining/Window headers
RingCentral setup guide
How it works

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

    Choose tables

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

Close and RingCentral 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 433 integrations available for Close and RingCentral.

Popular · 8 of 433
All Close integrations All RingCentral integrations Browse all integrations
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