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CRM ⇄ Business productivity

Close to Customer.io integration — real-time, two-way sync

Keep Close and Customer.io 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
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Migrated from Celigo
Why teams connect Close and Customer.io

Sync what happens in Customer.io 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 Customer.io 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 Newsletters, People, Objects, Events in Customer.io to Custom Fields, Users, Smart Views, Leads in Close with bi-directional, real-time sync. Activity and record changes in Customer.io update the matching contact or account in Close, and CRM data flows the other way wherever Customer.io can store and use it.

Common use cases

  • Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.
  • Sync account-level objects and their person relationships for B2B messaging keyed to company attributes.
  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.

Where Customer.io supplies contact or company data

Enriched fields land directly on records in Close, and refreshes keep them from going stale.

Where Customer.io processes payments

Charges, refunds, and subscription changes appear on the account in Close, so revenue context lives with the relationship.

Where Customer.io can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Close sync into Customer.io, so people working there have the context without switching tools.

What you can sync between Close and Customer.io

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 Customer.io objects
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Newsletters Recurring email sends with performance metrics available for reporting syncs.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Objects Non-person entities such as accounts or companies, related to people for account-level messaging.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Events Behavioral events sent via the Track API that trigger campaigns.
Users Sales reps referenced as owners on leads, opportunities, and activities. Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Campaigns Automated workflows whose membership and metrics can be read via the App API.
What ships with Close ⇄ Customer.io

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Customer.io 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 Customer.io record.

Observability

Monitoring

Track your Close ⇄ Customer.io 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 Customer.io.

How the Close and Customer.io 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

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io
How it works

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

    Choose tables

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

Close and Customer.io integration FAQ

SECURITY

Security teams love 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
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:

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 386 integrations available for Close and Customer.io.

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