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CRM ⇄ Database

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

Keep Close and YugabyteDB 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 YugabyteDB

Treat Close like part of your database: its records live in YugabyteDB as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in YugabyteDB, where it can be queried and joined like everything else.

Stacksync mirrors Users, Smart Views, Leads, Contacts from Close into Sequences, CDC Streams, Databases and Keyspaces, Tables in YugabyteDB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Close with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Sync reference data such as pricing or entitlements from an ERP into YugabyteDB for globally distributed low-latency reads.
  • Consolidate data from regional YugabyteDB clusters into one reporting store.

Product events onto CRM records

Signup, usage, or lifecycle changes written to YugabyteDB sync onto the matching records in Close, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Close API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Close arrive as row changes in YugabyteDB, ready to drive jobs and notifications.

What you can sync between Close and YugabyteDB

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 YugabyteDB objects
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Indexes Global secondary indexes maintained transactionally alongside table writes.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Materialized Views Precomputed query results available in YSQL for read-side shaping.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Schemas Postgres-style namespaces in YSQL used to organize synced data.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Sequences ID generation objects relevant when syncing writes into YSQL tables.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. CDC Streams Change streams over the storage-layer WAL consumed through logical replication or Debezium-compatible connectors.
Users Sales reps referenced as owners on leads, opportunities, and activities. Databases and Keyspaces Top-level containers for the YSQL (Postgres-style) and YCQL (Cassandra-style) APIs respectively.
What ships with Close ⇄ YugabyteDB

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or YugabyteDB 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 YugabyteDB record.

Observability

Monitoring

Track your Close ⇄ YugabyteDB 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 YugabyteDB.

How the Close and YugabyteDB 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

YugabyteDB

Integration surface
SQL wire protocol (PostgreSQL-compatible YSQL) plus a Cassandra-compatible YCQL API
Authentication
Database credentials
Change detection
Native CDC from the write-ahead log via PostgreSQL logical replication or Debezium-compatible connectors
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput scales with cluster nodes and tablet distribution.
How it works

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

    Choose tables

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

Close and YugabyteDB 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 YugabyteDB.

Popular · 8 of 386
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