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ERP ⇄ CRM

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

Keep Unleashed Software and Veeva CRM 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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Why teams connect Unleashed Software and Veeva CRM

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

Veeva 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 Approved Email Activity, Accounts (HCPs and HCOs), Calls, Medical Inquiries in Veeva CRM with Stock Adjustments, Bills of Materials, Invoices, Products 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

  • Feed territory alignments from a roster system into Veeva as field teams change.
  • Mirror medical inquiries into a medical information system for fulfillment and audit.
  • Sync Customers bi-directionally with a CRM so credit terms and delivery addresses match everywhere.
  • Sync Stock On Hand into an ecommerce platform or CRM so quotes and listings reflect real availability.

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 Veeva CRM aligned

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

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

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

What you can sync between Unleashed Software and Veeva CRM

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.

Unleashed Software objects Veeva CRM objects
Invoices Sales invoices raised from orders, synced into accounting systems. Sample Transactions Sample disbursement records tracked for regulatory compliance.
Products SKU master records with pricing, units of measure, and inventory settings. Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems.
Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs. Key Messages and CLM Content Approved content presented during calls, referenced in activity data.
Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs. Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system.
Purchase Orders Inbound supply orders synced for procurement visibility. Events Medical events and speaker programs managed through Veeva's events capabilities.
Customers Buyer records with pricing tiers and delivery addresses. Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting.
What ships with Unleashed Software ⇄ Veeva CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

Track your Unleashed Software ⇄ Veeva CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Unleashed Software and Veeva CRM.

How the Unleashed Software and Veeva CRM connectors work

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.

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

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

    Choose tables

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

Unleashed Software and Veeva CRM 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 Unleashed Software and Veeva CRM.

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