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CRM ⇄ Database

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

Keep Close and OpenSearch 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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Why teams connect Close and OpenSearch

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

Stacksync mirrors Contacts, Opportunities, Activities, Tasks from Close into Data streams, Snapshots, Indexes, Documents in OpenSearch 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

  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Backfill or rebuild indexes from a database after mapping changes without hand-written ETL.
  • Stream CRM records such as accounts, contacts, and tickets into OpenSearch to power internal search across customer data.

Trigger workflows from CRM changes

Field and stage updates in Close arrive as row changes in OpenSearch, ready to drive jobs and notifications.

Query the CRM like a database

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

Product events onto CRM records

Signup, usage, or lifecycle changes written to OpenSearch sync onto the matching records in Close, giving go-to-market teams live product context.

What you can sync between Close and OpenSearch

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 OpenSearch objects
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Snapshots Backup artifacts, relevant when reseeding an index from a repository
Users Sales reps referenced as owners on leads, opportunities, and activities. Indexes The core container; synced records land in indexes with defined mappings
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Documents JSON records written via the index and bulk APIs and read via search queries
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Index aliases Stable names over rotating indexes, used for zero-downtime reindex during backfills
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Index templates Mapping and settings presets applied to new indexes a sync creates
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Ingest pipelines Server-side processors that transform documents as they are written
What ships with Close ⇄ OpenSearch

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or OpenSearch 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 OpenSearch record.

Observability

Monitoring

Track your Close ⇄ OpenSearch 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 OpenSearch.

How the Close and OpenSearch 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

OpenSearch

Integration surface
REST API over HTTP(S) with JSON payloads
Authentication
basic authentication with the security plugin, or AWS IAM request signing on Amazon OpenSearch Service
Change detection
no native change feed; reads rely on queries with scroll or point-in-time polling
Capabilities
read · write
Rate limits
throughput bounded by cluster sizing rather than fixed API quotas
How it works

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

    Choose tables

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

Close and OpenSearch 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 OpenSearch.

Popular · 8 of 386
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