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CRM ⇄ ERP

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

Keep Gladly 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

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Migrated from Mulesoft
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Migrated from Fivetran
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Why teams connect Gladly and Unleashed Software

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

Gladly 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 Topics, Tasks, Customer profiles, Conversations in Gladly with Warehouses, Stock Adjustments, Bills of Materials, Invoices 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

  • Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • Keep Products and pricing aligned between Unleashed and accounting or PIM systems.
  • Mirror Purchase Orders and supplier data to a data warehouse for procurement reporting.

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

A deal won in Gladly 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 Gladly, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Gladly 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.

Gladly objects Unleashed Software objects
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Stock Adjustments Manual quantity or value corrections synced for audit and reporting.
Agents User records used to attribute work in CX analytics. Bills of Materials Production definitions used by assemblies; relevant for manufacturers syncing production data.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Invoices Sales invoices raised from orders, synced into accounting systems.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Products SKU master records with pricing, units of measure, and inventory settings.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs.
What ships with Gladly ⇄ Unleashed Software

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly 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 Gladly or Unleashed Software record.

Observability

Monitoring

Track your Gladly ⇄ 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 Gladly and Unleashed Software.

How the Gladly and Unleashed Software connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
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 Gladly 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 Gladly 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
    Gladly connected
    Unleashed Software connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Gladly 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 Gladly and Unleashed Software.

Popular · 8 of 386
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