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CRM

Close to Folk CRM integration — real-time, two-way sync

Keep Close and Folk CRM 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 Folk CRM

Run Close and Folk CRM side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Contacts, Opportunities, Activities, Tasks in Close with Groups, Custom fields, Notes, Reminders in Folk CRM in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

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 folk people and companies with a marketing or outbound tool so outreach lists stay current.
  • Push enriched contact data from a data warehouse into folk custom fields.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Close and Folk CRM

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 Folk CRM objects
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Groups Shared workspaces that organize contacts; group membership is often the field integrations act on.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Custom fields Group-scoped attributes that receive enriched or computed values from external systems.
Users Sales reps referenced as owners on leads, opportunities, and activities. Notes Free-text context attached to people and companies, readable for reporting.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Reminders Follow-up items that can be created from external triggers.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. People Contact records; the primary entity synced with outreach and enrichment tools.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Companies Organization records linked to people and kept aligned with billing or CS systems.
What ships with Close ⇄ Folk CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Folk CRM 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 Folk CRM record.

Observability

Monitoring

Track your Close ⇄ Folk CRM 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 Folk CRM.

How the Close and Folk CRM 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

Folk CRM

Integration surface
REST API
Authentication
API key (Bearer token)
Change detection
Webhook subscriptions for record events, with polling of list endpoints as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Close and Folk CRM 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 Folk CRM.

Popular · 8 of 386
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