Real-time
Two-way sync
Changes in Copper CRM or Unleashed Software instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Copper CRM to Unleashed Software integration — real-time, two-way sync
Keep Copper CRM 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
Case study
Migrated from Celigo
Why teams connect Copper CRM and Unleashed Software
Close the gap between front office and back office: Copper CRM and Unleashed Software share customers and status in real time, in both directions.
Copper CRM 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 Tasks, Projects, Pipelines, Custom Field Definitions in Copper CRM with Suppliers, Warehouses, Stock Adjustments, Bills of Materials 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
- Two-way sync between Copper and an accounting or invoicing system so won opportunities become customers and invoices.
- Keep Copper contact data aligned with a marketing automation tool so Gmail-sourced contacts enter nurture flows.
- Sync Stock On Hand into an ecommerce platform or CRM so quotes and listings reflect real availability.
- Push Sales Orders from a storefront or CRM into Unleashed for fulfillment without re-keying.
Where Unleashed Software manages people and org data: keep Copper CRM aligned
Owners, territories, and org structure informed by Unleashed Software stay current in Copper CRM.
Where Unleashed Software handles order-to-cash: closed-won flows through
A deal won in Copper CRM 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 Copper CRM, so reps see balances before promising the next order.
What you can sync between Copper CRM 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.
| Copper CRM objects | Unleashed Software objects | |
|---|---|---|
| Companies Organization records linked to people and opportunities. | Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs. | |
| Leads Unqualified prospects kept separate from People until converted. | Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs. | |
| Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. | Purchase Orders Inbound supply orders synced for procurement visibility. | |
| Activities Logged emails, calls, meetings, and notes attached to records. | Customers Buyer records with pricing tiers and delivery addresses. | |
| Tasks To-dos with due dates and assignees, usable in workload syncs. | Suppliers Vendor records referenced on purchase orders. | |
| Projects Post-sale work records Copper offers alongside classic CRM objects. | Warehouses Stock locations that scope inventory quantities and order fulfillment. |
What ships with Copper CRM ⇄ Unleashed Software
Connect Copper CRM and Unleashed Software for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Unleashed Software connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Copper CRM 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 Copper CRM or Unleashed Software record.
Observability
Monitoring
Track your Copper CRM ⇄ 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 Copper CRM and Unleashed Software.
How the Copper CRM and Unleashed Software connectors work
Copper CRM
- Integration surface
- REST API
- Authentication
- API key paired with the requesting user's email address, sent as request headers
- Change detection
- Webhook subscriptions for record create/update/delete events; polling as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
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 Copper CRM 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.
- 01
Connect your apps
Authenticate Copper CRM 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.
Copper CRM
connected
Unleashed Software
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Copper CRM 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.
objects · Copper CRM ⇄ Unleashed SoftwareCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Copper CRM Unleashed SoftwareCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Copper CRM and Unleashed Software integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Copper CRM and Unleashed Software: authenticate both systems, choose the objects to sync (such as Copper CRM's Companies and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Copper CRM and Unleashed Software: Where Unleashed Software manages people and org data: keep Copper CRM aligned; Where Unleashed Software handles order-to-cash: closed-won flows through; Where Unleashed Software is the finance system of record: money status on the account. Owners, territories, and org structure informed by Unleashed Software stay current in Copper CRM.
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Copper CRM: REST API. Authentication: API key paired with the requesting user's email address, sent as request headers. Unleashed Software: REST API. Authentication: API ID plus API key, with each request signed using an HMAC-SHA256 of the query string. Stacksync manages authentication, retries, and rate limits on both sides.
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Copper CRM: Leads are a distinct object from People; conversion creates a person (and optionally a company and opportunity), so syncs must handle the conversion transition. Unleashed Software: Inventory quantities are tracked per warehouse, so stock syncs are warehouse-scoped rather than a single global figure. Stacksync's field mapping accounts for these differences between Copper CRM and Unleashed Software without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Copper CRM and Unleashed Software records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Copper CRM and Unleashed Software connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Copper CRM–Unleashed Software integration in-house.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Copper CRM and Unleashed Software.
Popular · 8 of 386
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Copper CRM ⇄ Fishbowl Manufacturing -
Copper CRM ⇄ Global Shop Solutions -
Copper CRM ⇄ Infor CloudSuite - Copper CRM ⇄ Infor LN
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Unleashed Software ⇄ SAP Sales Cloud -
Unleashed Software ⇄ Streak CRM -
Unleashed Software ⇄ SugarCRM -
Unleashed Software ⇄ Twenty CRM
No integrations match .
