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CRM ⇄ ERP

Close to Unleashed Software integration — real-time, two-way sync

Keep Close and Unleashed Software 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

Case study
Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and Unleashed Software

Close the gap between front office and back office: Close and Unleashed Software share customers and status in real time, in both directions.

Close holds the customer relationship; Unleashed Software runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Contacts, Opportunities, Activities, Tasks in Close with Purchase Orders, Customers, Suppliers, Warehouses in Unleashed Software field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 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.
  • Push Sales Orders from a storefront or CRM into Unleashed for fulfillment without re-keying.
  • Keep Products and pricing aligned between Unleashed and accounting or PIM systems.

Where Unleashed Software manages people and org data: keep Close aligned

Owners, territories, and org structure informed by Unleashed Software stay current in Close.

Where Unleashed Software handles order-to-cash: closed-won flows through

A deal won in Close creates or updates the customer in Unleashed Software with clean data, so fulfillment and invoicing start without re-entry.

Where Unleashed Software is the finance system of record: money status on the account

Invoice and payment state from Unleashed Software shows on the account in Close, so reps see balances before promising the next order.

What you can sync between Close and Unleashed Software

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 Unleashed Software objects
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Stock Adjustments Manual quantity or value corrections synced for audit and reporting.
Users Sales reps referenced as owners on leads, opportunities, and activities. Bills of Materials Production definitions used by assemblies; relevant for manufacturers syncing production data.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Invoices Sales invoices raised from orders, synced into accounting systems.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Products SKU master records with pricing, units of measure, and inventory settings.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs.
What ships with Close ⇄ Unleashed Software

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Unleashed Software 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 Unleashed Software record.

Observability

Monitoring

Track your Close ⇄ Unleashed Software 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 Unleashed Software.

How the Close and Unleashed Software 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

Unleashed Software

Integration surface
REST API
Authentication
API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
Change detection
Polling with modified-date filters on list endpoints
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
How it works

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

    Choose tables

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

Close and Unleashed Software 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 Unleashed Software.

Popular · 8 of 386
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