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CRM ⇄ Data warehouse

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

Keep Close and Exasol 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 Exasol

Sync Close into Exasol continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Users, Smart Views, Leads, Contacts from Close land in Exasol as live tables, updated within seconds, and columns computed in Exasol write back to fields in Close. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
  • Sync computed metrics or customer segments from Exasol back into a CRM for sales and marketing use (reverse ETL).
  • Consolidate data from multiple operational databases into Exasol as the central analytics layer.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Exasol appear as fields in Close, where the people working accounts actually see them.

A single customer view

Join Close's relationship data with billing, product, and support data in Exasol to build the customer picture the CRM alone cannot hold.

Cleanup that sticks

Deduplication and normalization done in Exasol can be written back, so warehouse-side cleanup actually fixes the CRM.

What you can sync between Close and Exasol

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 Exasol objects
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Users and roles Grant read/write access for the dedicated integration account.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Schemas Namespaces that group the tables a sync reads from or writes into.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Tables Primary sync target; columnar relational tables written with standard SQL.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Views Read-only query surfaces often used as curated sources for reverse ETL.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Virtual schemas Federated views over external sources; useful for deciding what needs physical replication.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. UDF scripts In-database functions that can transform synced data after load.
What ships with Close ⇄ Exasol

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Exasol 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 Exasol record.

Observability

Monitoring

Track your Close ⇄ Exasol 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 Exasol.

How the Close and Exasol 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

Exasol

Integration surface
SQL over JDBC/ODBC drivers and a WebSocket-based client protocol
Authentication
Database credentials (username and password)
Change detection
Polling with timestamp or key columns; Exasol does not expose a transaction-log change feed to clients
Capabilities
read · write
Rate limits
No API quota; concurrency is bounded by cluster resources and session limits
How it works

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

    Choose tables

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

Close and Exasol 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.

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 386 integrations available for Close and Exasol.

Popular · 8 of 386
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