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CRM ⇄ ERP

Close to JobBOSS² integration — real-time, two-way sync

Keep Close and JobBOSS² 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 JobBOSS²

Close the gap between front office and back office: Close and JobBOSS² share customers and status in real time, in both directions.

Close holds the customer relationship; JobBOSS² runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Tasks, Custom Activities, Custom Fields, Users in Close with Routings & Operations, Materials & Inventory, Purchase Orders, Vendors in JobBOSS² field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

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.
  • Keep customer and vendor records consistent between JobBOSS² and the rest of the stack
  • Sync quotes and jobs from JobBOSS² to a CRM so estimators and sales share live status on make-to-order work

Where JobBOSS² handles order-to-cash: closed-won flows through

A deal won in Close creates or updates the customer in JobBOSS² with clean data, so fulfillment and invoicing start without re-entry.

Where JobBOSS² is the finance system of record: money status on the account

Invoice and payment state from JobBOSS² shows on the account in Close, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Close and JobBOSS²

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 JobBOSS² objects
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Shipments Shipment records close the loop to customers and CRM records.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Customers Customer records sync with CRM accounts so sales and the shop share one file.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Jobs / Work Orders Job records carry production status back to sales and customer-facing tools.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Routings & Operations Operation steps support scheduling and costing data in external reporting.
Users Sales reps referenced as owners on leads, opportunities, and activities. Materials & Inventory Material and stock data feed purchasing and availability checks.
What ships with Close ⇄ JobBOSS²

Connect Close and JobBOSS² for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–JobBOSS² connection.

Real-time

Two-way sync

Changes in Close or JobBOSS² instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or JobBOSS² 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 JobBOSS² record.

Observability

Monitoring

Track your Close ⇄ JobBOSS² 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 JobBOSS².

How the Close and JobBOSS² 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

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Close to JobBOSS² — 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 JobBOSS² 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
    JobBOSS² connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close and JobBOSS² 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 ⇄ JobBOSS²
    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 JobBOSS²
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close and JobBOSS² 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 JobBOSS².

Popular · 8 of 386
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