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CRM ⇄ Communications

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

Keep Close and Zoom 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 Zoom

Keep Close and Zoom 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. Zoom 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 Users, Smart Views, Leads, Contacts in Close with Zoom Phone Call Logs, Team Chat Channels and Messages, Users, Groups in Zoom field by field, in real time, and in both directions. Current contact details flow out to Zoom so it can reach the right person, and the calls, messages, and meetings Zoom 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 Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • 02 Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • 03 Write Meetings and webinar Registrants from a CRM or event platform into Zoom, then read Participant Reports back onto the lead or contact record.
  • 04 Land Cloud Recording metadata and past-meeting Participant Reports into a warehouse for compliance archival and usage analytics.

Common sync patterns

Where Zoom sends at scale: delivery and reply status back on the contact

Sends, bounces, opens, and replies from Zoom update fields on the contact in Close, so lead status reflects what actually reached the person.

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 Zoom within seconds, so outreach starts without exporting a list or re-keying numbers.

What you can sync between Close and Zoom

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 Zoom objects How this pairing syncs
Users Sales reps referenced as owners on leads, opportunities, and activities. Users Account members with license type, role, and status; created, updated, and deactivated two-way to sync with HRIS or identity systems. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Registrants Meeting and webinar registrant records; added, listed, and status-updated so signups flow between event platforms and Zoom. Custom Fields is specific to Close and Registrants to Zoom — 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. Cloud Recordings Recording file metadata and time-limited download URLs; read out to a warehouse or storage for archival and compliance. Smart Views is specific to Close and Cloud Recordings to Zoom — 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. Participant Reports Past-meeting and webinar attendance from the Reports and Dashboard APIs; read-only, used to write attendance onto CRM records. Leads is specific to Close and Participant Reports to Zoom — 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. Zoom Phone Call Logs Call detail records and recordings from Zoom Phone (requires the Phone license); read into a database to log calls against customers. Contacts is specific to Close and Zoom Phone Call Logs to Zoom — 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 Chat Channels and Messages Chat channels, membership, and messages; listed and sent two-way to align collaboration spaces with team data. Opportunities is specific to Close and Team Chat Channels and Messages to Zoom — each maps to any object or custom field on the other side.

How changes propagate between Close and Zoom

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

Zoom Close Sub-second propagation

DetectionZoom notifies Stacksync of record changes through webhook events. Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time.

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.
  • Zoom: APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
What ships with Close ⇄ Zoom

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Zoom 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 Zoom record.

Observability

Monitoring

Track your Close ⇄ Zoom 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 Zoom.

How the Close and Zoom 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

Zoom

Integration surface
REST API (v2) with webhook Event Subscriptions
Authentication
OAuth 2.0 — user-authorized OAuth or Server-to-Server OAuth using account credentials; access tokens are valid for one hour and requests use granular per-resource scopes (e.g. meeting:read, user:write)
Change detection
Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time events, with polling on list endpoints using date-range filters for backfill and objects without an event
Capabilities
read · write · webhooks
Rate limits
APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
How it works

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

    Choose tables

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

Close and Zoom 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 Zoom.

Popular · 7 of 433
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