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CRM ⇄ Database

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

Keep Close and Elasticsearch 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 Elasticsearch

Treat Close like part of your database: its records live in Elasticsearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Elasticsearch, where it can be queried and joined like everything else.

Stacksync mirrors Custom Fields, Users, Smart Views, Leads from Close into Aliases, Data streams, Ingest pipelines, Index templates in Elasticsearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Close with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Sync CRM accounts and contacts into an Elasticsearch index to power internal search across customer records.
  • Push product catalog data from an ERP or commerce database into Elasticsearch for storefront search.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Close API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Close arrive as row changes in Elasticsearch, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Close become tables in Elasticsearch you can join with application data directly.

What you can sync between Close and Elasticsearch

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 Elasticsearch objects
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Index templates Reusable settings and mappings applied automatically to new indices a sync creates.
Users Sales reps referenced as owners on leads, opportunities, and activities. Indices Target containers for synced records; each holds a table-like collection of JSON documents.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Documents The unit of sync; JSON records created, updated, and deleted by _id.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Index mappings Field type definitions that determine how synced fields are indexed and queried.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Aliases Stable read/write names that let a sync cut over between index versions without downtime.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Data streams Append-only targets for time-series or event data pushed from source systems.
What ships with Close ⇄ Elasticsearch

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Elasticsearch 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 Elasticsearch record.

Observability

Monitoring

Track your Close ⇄ Elasticsearch 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 Elasticsearch.

How the Close and Elasticsearch 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

Elasticsearch

Integration surface
REST API (JSON over HTTP)
Authentication
API keys or basic authentication; Elastic Cloud also issues service account tokens
Change detection
Polling on timestamp or sequence fields; Elasticsearch does not expose a native change feed or webhooks
Capabilities
read · write
Rate limits
No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity
How it works

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

    Choose tables

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

Close and Elasticsearch 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 Elasticsearch.

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