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CRM ⇄ Business productivity

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

Keep Close and ServiceNow 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 ServiceNow

Sync what happens in ServiceNow 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 ServiceNow 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 Knowledge Articles, Custom Tables, Incidents, Change Requests in ServiceNow to Users, Smart Views, Leads, Contacts in Close with bi-directional, real-time sync. Activity and record changes in ServiceNow update the matching contact or account in Close, and CRM data flows the other way wherever ServiceNow can store and use it.

Common use cases

  • Keep CMDB configuration items aligned with asset inventories and cloud resource databases
  • Sync sys_user records with the HR system or identity provider so assignment groups stay accurate
  • 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.

Where ServiceNow 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 ServiceNow supplies contact or company data

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

Where ServiceNow can store CRM context: fields kept current

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

What you can sync between Close and ServiceNow

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 ServiceNow objects
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Knowledge Articles Support content that can be mirrored to help centers or search indexes.
Users Sales reps referenced as owners on leads, opportunities, and activities. Custom Tables Scoped or u_-prefixed tables are addressable through the same Table API as standard ones.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Incidents The core ITSM ticket; commonly synced with engineering trackers and CRMs.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Change Requests Track planned changes; synced to deployment and release tooling.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Problems Root-cause records linked to incidents, useful in cross-system reporting.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Service Catalog Requests Requested items and approvals that often trigger provisioning in other systems.
What ships with Close ⇄ ServiceNow

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or ServiceNow 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 ServiceNow record.

Observability

Monitoring

Track your Close ⇄ ServiceNow 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 ServiceNow.

How the Close and ServiceNow 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

ServiceNow

Integration surface
REST API (Table, Import Set, and Aggregate APIs); SOAP remains for legacy integrations
Authentication
OAuth 2.0 or basic authentication against the instance
Change detection
Polling on sys_updated_on timestamps; instance admins can configure outbound push through business rules or Flow Designer
Capabilities
read · write
Rate limits
Subject to instance-level API rate limits and concurrency semaphores configured by administrators
How it works

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

    Choose tables

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

Close and ServiceNow 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Close and ServiceNow.

Popular · 8 of 386
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