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CRM ⇄ Business productivity

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

Keep Close and Twilio 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 Twilio

Sync what happens in Twilio 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 Twilio 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 Messages, Messaging Services, Calls, Incoming Phone Numbers in Twilio to Smart Views, Leads, Contacts, Opportunities in Close with bi-directional, real-time sync. Activity and record changes in Twilio update the matching contact or account in Close, and CRM data flows the other way wherever Twilio can store and use it.

Common use cases

  • Trigger outbound messages by writing rows to a synced database table instead of calling the Twilio API directly from application code.
  • Sync delivery and error statuses back into the system that initiated the send, so failed messages surface where the campaign lives.
  • 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.

Where Twilio 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 Twilio runs outreach

Prospects, sends, and replies sync into Close, keeping lead status current without manual imports.

Where Twilio supplies contact or company data

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

What you can sync between Close and Twilio

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 Twilio objects
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Accounts Synced with incremental and full sync per the Stacksync docs.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Roles Synced with incremental and full sync per the Stacksync docs.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Addresses Synced with incremental and full sync per the Stacksync docs.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Flows Synced with incremental and full sync per the Stacksync docs.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Usage Records Aggregated usage and spend data synced into finance systems for cost tracking.
Users Sales reps referenced as owners on leads, opportunities, and activities. Messages SMS, MMS, and WhatsApp messages with delivery status; synced to log outreach in CRMs and databases.
What ships with Close ⇄ Twilio

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Twilio 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 Twilio record.

Observability

Monitoring

Track your Close ⇄ Twilio 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 Twilio.

How the Close and Twilio 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

Twilio

Integration surface
REST API (per-product APIs for Messaging, Voice, Conversations, Verify)
Authentication
Account SID + Auth Token (copied from Twilio Console Account Info and entered into the Stacksync Twilio connector)
Change detection
Status callback webhooks per message and call, plus polling of resource lists for backfill
Capabilities
read · write · webhooks
Twilio setup guide
How it works

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

    Choose tables

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

Close and Twilio 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 Twilio.

Popular · 8 of 386
All Close integrations All Twilio integrations Browse all integrations
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