TWO WAY, REAL-TIME SYNC

The easiest way to sync Close and Salesforce

Get true, two-way sync between Close and Salesforce in minutes. Update data in one tool, and Whalesync mirrors it in the other.

Note: Close isn't avaiable to sync yet.
Note: Salesforce isn't avaiable to sync yet.

Note: These connectors aren't available to sync yet.

Close
Salesforce

Empowering top operators — From startups to enterprises

Vanta
Series C
$350M
Webflow
Series C
$330M
Descript
Series C
$100M
Close
Deepgram
Series B
$72M
Gorgias
Series C
$30M
Givebutter
Series A
$50M
Clay
Series B
$86M
Fiddler
Series B
$65M
Wrapbook
Series B
$100M
Integrate in minutes

How to connect Close and Salesforce in 3 steps

Whalesync doesn't just connect Close and Salesforce; it syncs them. Simple connections are brittle. They only move data one way, creating data silos and requiring constant maintenance.

Whalesync was built on a different principle: true, two-way sync. This creates a single, reliable source of truth between your most important tools. And while it's powerful enough for engineers, it was designed for operators. You can build a rock-solid data integration in minutes.

See how it works
1

Connect your apps

Securely connect your Close and Salesforce accounts in seconds. Just authorize Whalesync with a few clicks and you're ready for the next step.

Close
Close
2

Map fields

Take full control of your data flow. Our intuitive interface lets you visually map fields between Close and Salesforce to fit your exact workflow. You decide precisely how your data connects.

Close
Salesforce
3

Activate sync

Activate your sync and watch your data align in real-time. Whalesync then runs automatically in the background to keep your records perfectly in sync between Close and Salesforce.

Close x Salesforce
Close
Close
Close
Salesforce
Close x Salesforce
connected Apps

About Close and Salesforce

See how it works

Close

About

Close is a CRM built for inside sales teams, combining calling, email, and pipeline management in one app. Whalesync two-way syncs Close leads, contacts, and opportunities with Airtable, Google Sheets, Notion, and more.

Show all

Close is a robust CRM designed for high-velocity sales teams, combining communication tools, task management, and reporting in a single streamlined app. Whalesync's Close connector keeps leads, contacts, opportunities, and tasks in a true two-way sync with your other tools.

Sync Close to Airtable or Google Sheets for bulk edits and custom ops workflows, or to Notion for shared dashboards — every update flows both ways automatically, so your CRM and your workspace never drift apart.

Show all

Status

Live

Category

CRM

Supported Objects

Contacts
Supported
Leads
Supported
Opportunities
Supported
Tasks
Supported

Salesforce

About

Salesforce is the world's most popular CRM platform, helping sales teams track and manage the entire customer lifecycle. Whalesync two-way syncs Salesforce accounts, contacts, leads, and opportunities with Airtable, Google Sheets, Notion, and more.

Show all

Salesforce is the world's leading CRM platform, used by sales teams everywhere to manage interactions across the entire customer lifecycle. Whalesync's Salesforce connector gives you a real-time, two-way sync between Salesforce and your favorite productivity tools — accounts, contacts, leads, opportunities, tasks, and custom objects are discovered automatically from your Salesforce schema and kept in sync.

Teams use it to give everyone spreadsheet-simple access to Salesforce data: bulk-update records from Airtable, build custom views in Notion, or keep an operational database in Postgres up to date — all without writing code or waiting on exports.

Show all

Status

Live

Category

CRM

Supported Objects

Accounts
Supported
Contacts
Supported
Custom Objects
Supported
Leads
Supported
Opportunities
Supported
Tasks
Supported
Get in Sync

Powerful features, built for reliability

Get the power of an engineering-grade data sync with the simplicity of a no-code tool. Whalesync lets you build a robust, two-way, real-time sync between your apps in minutes, all through a simple visual interface.

Real-time & historical sync

Instantly sync new changes and bring over all your historical data. Your records will be up-to-date across apps from day one.

Efficient error handling

Instant email alerts for quick issue monitoring.

Automatic API handling

Forget about rate limits. Whalesync automatically manages API traffic and retries to ensure your sync runs smoothly without breaking.

Advanced filters

Precision filtering for targeted
data sync.

Blog

Close and Salesforce guides

Mar 13, 2024

How to Sync Salesforce and Airtable (Two-Way)

Read post
Security + Scale

Built for Enterprise

Connect your data with top-grade security, role based access control, SSO, and audit logs.

Whalesync Enterprise

Security

Enterprise-grade data safety with SOC 2 Type II, GDPR compliance, and encryption at rest monitored by Vanta.

Scale with support

Easily manage issues at scale, while knowing you have a dedicated account manager on stand by to support.

Frequently asked questions

Yes! Whalesync offers true two-way sync. Unlike most apps that offer one-way syncs in two directions, Whalesync actually keeps your data in sync bi-directionally. Update data in one app and see it instantly to sync to the other (or vice-versa).

When a record syncs for the first time it becomes a record in sync. For example, if you sync 10 rows from Airtable to Webflow, you will have 10 records in sync. We do not "double-count" records across the two different apps.

Unlike other automation tools that count updates or tasks, Whalesync allows unlimited updates: those records can change as many times as you'd like.

A sync is a connection between two different apps (e.g. Salesforce & Airtable). When you turn sync on, Whalesync will continuously sync data between your apps.

A single sync includes as many data tables and field as you'd like.

You bet! We've simplified all the annoying parts of setting up a sync with Zapier. We support multi-reference fields, rich text, and images. For a full list, see our supported fields docs.

If data can't be synced (e.g. a required field is missing), Whalesync will alert you on the Issues page. This alert provides the exact error from your destination app and any other info that will help you fix the issue. In the meantime, Whalesync will continue to sync all data that doesn't have errors.

Absolutely! We love supporting organizations that are making the world a better place, so we're happy to offer a 20% discount to all nonprofits. To apply, just send us a note with proof of your nonprofit status (e.g. your 501(c)(3) determination letter) to support@whalesync.com and we'll get the discount applied to your account.

More integrations

Other apps to connect

Airtable

Spreadsheet

Salesforce

CRM
View item

Close

CRM

Google Sheets

Spreadsheet
View item

Close

CRM

Affinity

CRM
View item

Close

CRM

Airtable

Spreadsheet
View item

Close

CRM

Notion

Spreadsheet
View item

Postgres

Database

Salesforce

CRM
View item

Connect your tools in minutes