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CRM ⇄ Data warehouse

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

Keep Close and Rockset 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 Rockset

Sync Close into Rockset continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Custom Activities, Custom Fields, Users, Smart Views from Close land in Rockset as live tables, updated within seconds, and columns computed in Rockset write back to fields in Close. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • 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.
  • Serve real-time dashboards over CRM and ERP records synced from operational databases.
  • Sync Postgres or DynamoDB tables into collections for low-latency aggregations without loading a batch warehouse.

CRM analytics on live data

Accounts, contacts, and activity from Close are queryable in Rockset moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Rockset appear as fields in Close, where the people working accounts actually see them.

A single customer view

Join Close's relationship data with billing, product, and support data in Rockset to build the customer picture the CRM alone cannot hold.

What you can sync between Close and Rockset

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 Rockset objects
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Virtual Instances Isolated compute units that separate ingest from query workloads.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Collections Schemaless document containers that ingested and synced records land in.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Documents JSON records addressable by _id, written via the Write API in sync pipelines.
Users Sales reps referenced as owners on leads, opportunities, and activities. Workspaces Namespaces that group collections and query lambdas per team or environment.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Query Lambdas Named, parameterized SQL queries invoked over REST to read synced data.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Aliases Stable names that point at collections, used to swap datasets without changing queries.
What ships with Close ⇄ Rockset

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Rockset 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 Rockset record.

Observability

Monitoring

Track your Close ⇄ Rockset 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 Rockset.

How the Close and Rockset 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

Rockset

Integration surface
REST API (SQL over HTTP, plus a document Write API)
Authentication
API key
Change detection
Polling via SQL queries on timestamp fields; ingestion-side change capture is handled by Rockset's managed source connectors
Capabilities
read · write
How it works

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

    Choose tables

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

Close and Rockset 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 Rockset.

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