Real-time
Two-way sync
Changes in Close or Smartsheet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Close to Smartsheet integration — real-time, two-way sync
Keep Close and Smartsheet 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
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and Smartsheet
Sync what happens in Smartsheet 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 Smartsheet 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 Sheets, Rows, Columns, Cells in Smartsheet to Contacts, Opportunities, Activities, Tasks in Close with bi-directional, real-time sync. Activity and record changes in Smartsheet update the matching contact or account in Close, and CRM data flows the other way wherever Smartsheet can store and use it.
Common use cases
- 01 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
- 02 Pull Reports and Sheets into a warehouse for cross-project reporting and dashboards without manual CSV exports.
- 03 Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
- 04 Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
Common sync patterns
Where Smartsheet supplies contact or company data
Enriched fields land directly on records in Close, and refreshes keep them from going stale.
Where Smartsheet can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Close sync into Smartsheet, so people working there have the context without switching tools.
What you can sync between Close and Smartsheet
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 | Smartsheet objects | How this pairing syncs | |
|---|---|---|---|
| Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. | Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. | Leads is specific to Close and Discussions and Comments to Smartsheet — 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. | Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. | Contacts is specific to Close and Users and Groups to Smartsheet — 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. | Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. | Opportunities is specific to Close and Sheets to Smartsheet — 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. | Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. | Activities is specific to Close and Rows to Smartsheet — 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. | Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. | Tasks is specific to Close and Columns to Smartsheet — 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. | Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. | Custom Activities is specific to Close and Cells to Smartsheet — each maps to any object or custom field on the other side. |
How changes propagate between Close and Smartsheet
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 Smartsheet 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 Smartsheet through its API, with automatic retries and rate-limit backoff.
Smartsheet Close Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
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.
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Close ⇄ Smartsheet
Connect Close and Smartsheet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Smartsheet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Close or Smartsheet 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 Smartsheet record.
Observability
Monitoring
Track your Close ⇄ Smartsheet 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 Smartsheet.
How the Close and Smartsheet 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
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works
How to connect Close to Smartsheet — 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 Smartsheet 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
Smartsheet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Close and Smartsheet 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 ⇄ SmartsheetCustomers 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 SmartsheetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Close and Smartsheet integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Close and Smartsheet: authenticate both systems, choose the objects to sync (such as Close's Leads and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Close: REST API. Authentication: API key (sent via HTTP Basic auth). Smartsheet: REST API (v2.0). Authentication: OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header. Stacksync manages authentication, retries, and rate limits on both sides.
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Smartsheet: Reports are read-only and capped at 50,000 rows; paged report reads return at most 10,000 rows per request. Close: Calling, SMS, and email are native activity types, so communication history is available through the same API as CRM records rather than a separate telephony integration. Stacksync's field mapping accounts for these differences between Close and Smartsheet without custom code.
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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 Smartsheet records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Close and Smartsheet connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Close–Smartsheet integration in-house.
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Yes — Stacksync ships production-grade connectors for both Close and Smartsheet. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 534 integrations available for Close and Smartsheet.
Popular · 8 of 534
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No integrations match .
