Skip to content
CRM ⇄ Accounting and finance

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

Keep Close and Hyperline 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Close and Hyperline

Sync customers, invoices, and payment status between Hyperline and Close in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Close knows the relationship: who the contacts are and what is in motion with the account. Hyperline knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Payments, Billable events, Credit notes, Customers in Hyperline to Custom Activities, Custom Fields, Users, Smart Views in Close with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Keep plan and entitlement state consistent between Hyperline and the application database that enforces feature access.
  • Create billing customers automatically when new accounts appear in the CRM or product database.
  • 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.

Collections with context

Finance sees the account owner and relationship history from Close when chasing a balance, and sales sees that the chase is happening.

Where Close tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Hyperline with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Hyperline appears on the account in Close, so reps see overdue balances before they promise the next order.

What you can sync between Close and Hyperline

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 Hyperline objects
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Payments Settlement records used to reconcile revenue against invoices.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Billable events Metered consumption events ingested to drive usage-based charges.
Users Sales reps referenced as owners on leads, opportunities, and activities. Credit notes Adjustments and refunds synced for accurate revenue reporting.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Customers Billing accounts that syncs match against CRM and product records.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Subscriptions Active plans and their lifecycle state, synced to show billing status elsewhere.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Products / prices The catalog of products and price configurations referenced by subscriptions.
What ships with Close ⇄ Hyperline

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Hyperline 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 Hyperline record.

Observability

Monitoring

Track your Close ⇄ Hyperline 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 Hyperline.

How the Close and Hyperline 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

Hyperline

Integration surface
REST API
Authentication
API key (bearer token)
Change detection
Webhooks for billing events, with polling 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 Hyperline — 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 Hyperline 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
    Hyperline connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close and Hyperline 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 ⇄ Hyperline
    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 Hyperline
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Close and Hyperline 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 Hyperline.

Popular · 8 of 386
All Close integrations All Hyperline integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own