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CRM ⇄ ERP

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

Keep Close and Snapfulfil 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 Snapfulfil

Close the gap between front office and back office: Close and Snapfulfil share customers and status in real time, in both directions.

Close holds the customer relationship; Snapfulfil runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Activities, Tasks, Custom Activities, Custom Fields in Close with Inventory balances, Shipments, Warehouse locations, Returns in Snapfulfil field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

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.
  • Sync shipment confirmations and tracking numbers back to the order management system as orders dispatch
  • Keep inventory balances aligned between the WMS, the ERP, and selling channels to prevent oversells

Where Snapfulfil manages people and org data: keep Close aligned

Owners, territories, and org structure informed by Snapfulfil stay current in Close.

Where Snapfulfil handles order-to-cash: closed-won flows through

A deal won in Close creates or updates the customer in Snapfulfil with clean data, so fulfillment and invoicing start without re-entry.

Where Snapfulfil is the finance system of record: money status on the account

Invoice and payment state from Snapfulfil shows on the account in Close, so reps see balances before promising the next order.

What you can sync between Close and Snapfulfil

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 Snapfulfil objects
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Inventory balances On-hand and allocated stock, read back to keep the ERP and selling channels accurate.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Shipments Dispatch confirmations with carrier and tracking details returned to the order source.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Warehouse locations Bin and zone structure referenced by stock and movement records.
Users Sales reps referenced as owners on leads, opportunities, and activities. Returns Inbound customer returns processed back into stock or quarantine.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Sales orders Orders pushed into the WMS for picking, packing, and dispatch.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Purchase orders / ASNs Inbound expectations that drive receiving and putaway.
What ships with Close ⇄ Snapfulfil

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Snapfulfil 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 Snapfulfil record.

Observability

Monitoring

Track your Close ⇄ Snapfulfil 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 Snapfulfil.

How the Close and Snapfulfil 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

Snapfulfil

Integration surface
REST-style web service API
Authentication
API credentials issued for the warehouse instance
Change detection
Polling, subject to the platform's API rate limits
Capabilities
read · write
Rate limits
Specific quotas are not publicly standardized; treat throughput as instance-dependent
How it works

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

    Choose tables

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

Close and Snapfulfil 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 Snapfulfil.

Popular · 8 of 386
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