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CRM ⇄ Business productivity

Close to Microsoft Teams integration — real-time, two-way sync

Keep Close and Microsoft Teams 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
Why teams connect Close and Microsoft Teams

Sync what happens in Microsoft Teams with the customer records in Close, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Teams holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Online Meetings, Tabs & Installed Apps, Teams, Channels in Microsoft Teams to Tasks, Custom Activities, Custom Fields, Users in Close with bi-directional, real-time sync. Activity and record changes in Microsoft Teams update the matching contact or account in Close, and CRM data flows the other way wherever Microsoft Teams can store and use it.

Common use cases

  • Post CRM deal-stage changes or new-lead alerts into a sales channel as they sync.
  • Notify an ops channel when a sync detects failed or conflicting records that need review.
  • Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.

Where Microsoft Teams can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Close sync into Microsoft Teams, so people working there have the context without switching tools.

Where Microsoft Teams handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Close, so sales sees open issues before the next call.

Where Microsoft Teams supplies contact or company data

Enriched fields land directly on records in Close, and refreshes keep them from going stale.

What you can sync between Close and Microsoft Teams

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 Microsoft Teams objects
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Team Members & Users Membership synced with identity, HR, or CRM ownership data.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Online Meetings Meeting records synced with scheduling and CRM activity timelines.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Tabs & Installed Apps App configuration read to audit or provision team workspaces.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Teams Team containers provisioned or read to mirror org and project structure.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Channels Channel targets used for routing synced notifications and updates.
What ships with Close ⇄ Microsoft Teams

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Microsoft Teams 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 Microsoft Teams record.

Observability

Monitoring

Track your Close ⇄ Microsoft Teams 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 Microsoft Teams.

How the Close and Microsoft Teams 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

Microsoft Teams

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access
Change detection
Graph change notifications (webhooks) for messages and membership; delta queries on some resources
Capabilities
read · write · webhooks
How it works

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

    Choose tables

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

Close and Microsoft Teams 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 Microsoft Teams.

Popular · 8 of 386
All Close integrations All Microsoft Teams integrations Browse all integrations
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