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CRM

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

Keep Close and Outreach 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
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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 Outreach

Run Close and Outreach side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Contacts, Opportunities, Activities, Tasks in Close with Mailings, Calls, Tasks, Opportunities in Outreach in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Enroll leads in sequences automatically by writing sequence-state records when a lead crosses a scoring threshold in the warehouse.
  • Pull mailing, call, and task activity into a database for engagement analytics beyond native reports.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Close and Outreach

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 Outreach objects
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Calls Logged call records synced into engagement reporting
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Tasks Rep action items mirrored between Outreach and the CRM
Users Sales reps referenced as owners on leads, opportunities, and activities. Opportunities Deal records used to tie engagement to pipeline outcomes
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Users Seat holders used to resolve ownership on synced records
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Mailboxes Connected sending accounts referenced when attributing outbound activity
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Prospects The people being engaged; the main record kept in sync with the CRM
What ships with Close ⇄ Outreach

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Outreach 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 Outreach record.

Observability

Monitoring

Track your Close ⇄ Outreach 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 Outreach.

How the Close and Outreach 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

Outreach

Integration surface
REST API conforming to the JSON:API specification
Authentication
OAuth 2.0
Change detection
webhook subscriptions on resource create, update, and destroy events, plus polling
Capabilities
read · write · webhooks
Rate limits
subject to per-user hourly rate limits
How it works

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

    Choose tables

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

Close and Outreach 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 Outreach.

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