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CRM ⇄ ERP

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

Keep Streak 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

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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 Streak CRM and Unleashed Software

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

Streak 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 Organizations, Tasks, Email threads, Custom fields in Streak 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

  • Hand off closed-won boxes to billing or fulfillment systems and sync status back into the pipeline
  • Keep contacts aligned between Streak and email marketing or enrichment tools
  • 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 is the finance system of record: money status on the account

Invoice and payment state from Unleashed Software shows on the account in Streak CRM, 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.

Where Unleashed Software manages people and org data: keep Streak CRM aligned

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

What you can sync between Streak 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.

Streak CRM objects Unleashed Software objects
Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. Invoices Sales invoices raised from orders, synced into accounting systems.
Custom fields Per-pipeline field definitions that determine what data a box can hold. Products SKU master records with pricing, units of measure, and inventory settings.
Pipelines Define the process and the custom field schema that boxes in them carry. Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs.
Boxes The core record (a deal, hire, or project) tracked through pipeline stages. Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs.
Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. Purchase Orders Inbound supply orders synced for procurement visibility.
Contacts People linked to boxes, synced with marketing and support tools. Customers Buyer records with pricing tiers and delivery addresses.
What ships with Streak CRM ⇄ Unleashed Software

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Streak 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 Streak CRM or Unleashed Software record.

Observability

Monitoring

Track your Streak 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 Streak CRM and Unleashed Software.

How the Streak CRM and Unleashed Software connectors work

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published

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 Streak 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.

  1. 01

    Connect your apps

    Authenticate Streak 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Streak CRM connected
    Unleashed Software connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Streak 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Streak CRM ⇄ 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
    Streak CRM Unleashed Software
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Streak CRM 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.

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 Streak CRM and Unleashed Software.

Popular · 8 of 386
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