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CRM ⇄ Accounting and finance

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

Keep Close and Pigment 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 Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and Pigment

Sync customers, invoices, and payment status between Pigment and Close in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Close knows the relationship: who the contacts are and what is in motion with the account. Pigment knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Dimension lists, Tables, Scenarios, Data imports in Pigment to Tasks, Custom Activities, Custom Fields, Users in Close with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Export approved budgets and forecasts back to a warehouse or Postgres for downstream reporting.
  • Keep dimension lists such as departments and cost centers consistent with master data in the ERP.
  • 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.

Payment status on the account

Invoice and payment status from Pigment appears on the account in Close, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Close, Pigment gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Close when chasing a balance, and sales sees that the chase is happening.

What you can sync between Close and Pigment

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 Pigment objects
Users Sales reps referenced as owners on leads, opportunities, and activities. Dimension lists Master data like accounts, products, or employees that metrics are sliced by
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Tables Row-based transactional data loaded into models from source systems
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Scenarios Versions such as budget, forecast, and actuals that give exported figures their context
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Users and permissions Access controls governing which model areas a sync can touch
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Applications Planning models organized by domain such as finance, sales, or workforce
What ships with Close ⇄ Pigment

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Pigment 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 Pigment record.

Observability

Monitoring

Track your Close ⇄ Pigment 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 Pigment.

How the Close and Pigment 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

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Close and Pigment 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 Pigment.

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