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CRM ⇄ Database

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

Keep Close and MarkLogic 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 MarkLogic

Treat Close like part of your database: its records live in MarkLogic 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 MarkLogic, where it can be queried and joined like everything else.

Stacksync mirrors Custom Fields, Users, Smart Views, Leads from Close into Users & Roles, Documents, Collections, Semantic Triples in MarkLogic 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

  • 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.
  • Write updates from operational systems back into the document hub to keep the canonical record current.
  • Keep reference datasets and semantically linked entities aligned across downstream applications.

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 MarkLogic, ready to drive jobs and notifications.

Query the CRM like a database

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

What you can sync between Close and MarkLogic

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 MarkLogic objects
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Semantic Triples RDF data stored alongside documents, queryable with SPARQL for linked-data syncs.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. TDE Views Relational projections of documents that let syncs read document data as SQL rows.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Document Metadata & Properties Permissions, quality, and property fragments carried with each document.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Databases & Forests Storage units that define the scope and placement of synced content.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Users & Roles Security principals that govern what an integration credential can read or write.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Documents JSON and XML documents, the primary records read from and written to the database.
What ships with Close ⇄ MarkLogic

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or MarkLogic 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 MarkLogic record.

Observability

Monitoring

Track your Close ⇄ MarkLogic 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 MarkLogic.

How the Close and MarkLogic 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

MarkLogic

Integration surface
REST API (Client API), plus SQL/ODBC access over TDE views and Java/Node client libraries
Authentication
Username/password (digest or basic), with certificate-based options
Change detection
No exposed transaction log; polling on document timestamps/metadata, or server-side triggers that record changes for pickup
Capabilities
read · write
How it works

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

    Choose tables

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

Close and MarkLogic 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 MarkLogic.

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