Commerce operations automation · Connect · Automate · Orchestrate · Flat-fee pricing

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    CRM

    Close CRM Integration with APIWORX

    Integrate Close CRM with your business systems for streamlined inside sales operations.

    400+ connected systems· Real-time webhooks· SOC 2-aligned
    See How It Works
    SOC 2 Type II in progress· Encrypted in transit & at rest· Secure credentials· GDPR-ready
    Schema

    Objects we sync with Close CRM

    The data APIWORX moves into and out of Close CRM on every managed integration.

    Object Direction Frequency Notes
    Orders Both Real-time webhook Includes line items, taxes, discounts, and shipping address.
    Inventory Both Hourly poll Location-level quantities reconciled against source-of-truth.
    Customers Both Real-time webhook Email, billing/shipping, tax-exempt flag, and tags.
    Products & Pricing Both Daily batch SKU master, variant attributes, and price-list overrides.
    Fulfillment & Tracking Both Real-time webhook Carrier, tracking number, and per-line fulfillment status.
    Returns & Refunds Both Real-time webhook Refund, restock, and reason-code mapping preserved end-to-end.
    Financials & Settlements In Daily batch Payouts, fees, and reserves reconciled to GL.
    Failure modes

    What usually breaks in Close CRM integrations

    Real failure modes APIWORX sees in production and how the managed service handles them.

    Webhook drops during peak traffic

    Source platforms drop a small but non-zero share of webhooks under load. APIWORX backs every event stream with reconciliation polling so nothing is silently lost.

    Schema changes break field mappings

    Vendors ship API changes without notice. APIWORX monitors for shape drift and updates mappings before downstream systems break.

    Auth token expiry during off-hours

    OAuth refresh failures usually surface as silent sync stalls. APIWORX alerts on token expiry and re-auths automatically wherever possible.

    How it works

    From requirements to a managed integration

    1

    Tell Us What You’re Connecting

    Provide the systems, workflow and business requirements.

    2

    We Design the Integration

    APIWORX recommends the integration architecture, mappings and implementation approach.

    3

    We Build, Monitor & Support It

    APIWORX implements the integration and provides ongoing monitoring and support as applicable.

    Outcomes

    What you gain

    Operational and financial impact when Close CRM is wired into your business systems.

    ↓ 80%
    Manual data entry

    Sales reps see the full customer story in Close CRM, not just deal data

    ↑ 3×
    Faster reconciliation

    Eliminate duplicate accounts between Close CRM and operational systems

    ↑ 99.9%
    Data accuracy

    Faster handoff from closed-won to fulfillment

    Cleaner attribution and forecasting with synced order data
    Flows

    Close CRM integration flows

    Ready-to-deploy data flows pairing this platform with the rest of your stack.

    NetSuiteClose CRM
    NetSuite → Close CRM

    Connect NetSuite and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    Sage IntacctClose CRM
    Sage Intacct → Close CRM

    Connect Sage Intacct and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    Sage X3Close CRM
    Sage X3 → Close CRM

    Connect Sage X3 and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    Sage SDMOClose CRM
    Sage SDMO → Close CRM

    Connect Sage SDMO and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    QuickBooks OnlineClose CRM
    QuickBooks Online → Close CRM

    Connect QuickBooks Online and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    XeroClose CRM
    Xero → Close CRM

    Connect Xero and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    Microsoft Business CentralClose CRM
    Microsoft Business Central → Close CRM

    Connect Microsoft Business Central and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    SAP Business OneClose CRM
    SAP Business One → Close CRM

    Connect SAP Business One and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    CETEC ERPClose CRM
    CETEC ERP → Close CRM

    Connect CETEC ERP and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    Dual EntryClose CRM
    Dual Entry → Close CRM

    Connect Dual Entry and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    Dual Entry + FloatClose CRM
    Dual Entry + Float → Close CRM

    Connect Dual Entry + Float and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    Dual Entry + PayWayClose CRM
    Dual Entry + PayWay → Close CRM

    Connect Dual Entry + PayWay and Close CRM to sync customers, sales orders, accounts, and support activity end-to-end.

    Customers
    Overview

    What Close CRM Does

    Close CRM integration connects your sales communication platform with ecommerce and ERP systems.

    Common data objects synced

    People
    ContactsAccountsLeads
    Transactions
    Deals
    Other
    ActivitiesTasksNotes
    Workflows

    Typical Close CRM workflows

    Step-by-step automations APIWORX runs between this platform and the rest of your stack.

    1. 01

      Customer sync to Close CRM

      Close CRM

      Create or update Close CRM contacts and accounts whenever a customer signs up, places an order, or updates their profile.

    2. 02

      Order activity into Close CRM

      Close CRM

      Log purchases, refunds, and lifecycle events as Close CRM activities so reps see the full commerce picture.

    3. 03

      Deal-to-order automation

      Close CRM

      Trigger ERP sales orders or invoices when a Close CRM deal is marked closed-won, with line items mapped to your product catalog.

    4. 04

      Bidirectional account sync

      Close CRM

      Keep account hierarchies, owners, and custom fields consistent between Close CRM and your ERP/billing system.

    Capabilities

    Integration capabilities

    Every APIWORX connector ships with the same enterprise-grade integration foundation.

    Real-time data synchronization
    Bi-directional data flow
    Custom field mapping
    Automated error handling
    Comprehensive audit trails
    Scalable architecture

    Related

    More ways to connect Close CRM

    Often paired with

    Commonly connected systems

    Platforms customers integrate alongside Close CRM.

    Close CRM integration FAQ

    Your integration plan

    Get My Integration Plan

    Tell us what systems you need connected. We’ll recommend the architecture, implementation approach, timeline and estimated price range.

    We’ll use these details to prepare your integration plan and follow up about it.

    Connect Close CRM with your stack

    APIWORX integrates Close CRM with your ERP, ecommerce, and operational systems as a managed service. Live in days, not months.

    API Documentation · API key authentication.