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CRM ⇄ Accounting and finance

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

Keep Close and Stripe 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 Stripe

Sync customers, invoices, and payment status between Stripe 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. Stripe 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 Invoices, Subscriptions, Products, Prices in Stripe to Contacts, Opportunities, Activities, Tasks 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

  • Sync customers, subscriptions, and payment status into the CRM so sales and support see billing state on the account record
  • Reconcile invoices, payouts, and balance transactions into a warehouse or ERP for month-end close
  • 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.

Payment status on the account

Invoice and payment status from Stripe 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, Stripe 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 Stripe

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 Stripe objects
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Disputes Chargebacks that support and finance teams track in their own tools.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Payouts Bank transfers reconciled against balance transactions during close.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Balance Transactions The ledger entries behind every money movement, the basis for reconciliation.
Users Sales reps referenced as owners on leads, opportunities, and activities. Events The change log; each state change is an Event retrievable via the API.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Customers The billing identity most teams match against CRM accounts and contacts.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. PaymentIntents The lifecycle record of a payment attempt, from creation to success or failure.
What ships with Close ⇄ Stripe

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Stripe 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 Stripe record.

Observability

Monitoring

Track your Close ⇄ Stripe 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 Stripe.

How the Close and Stripe 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

Stripe

Integration surface
REST API
Authentication
API keys (secret and restricted keys); OAuth 2.0 for Stripe Connect platforms
Change detection
Webhooks backed by the Events API; /v1/events supports replay and backfill
Capabilities
read · write · webhooks
Rate limits
Subject to documented per-mode request rate limits; idempotency keys make retries safe
How it works

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

    Choose tables

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

Close and Stripe 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 Stripe.

Popular · 8 of 386
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