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CRM & Unleashed Integration FAQs

We've answered some of your most frequently asked questions about our integration to Unleashed… Answer: Since we first integrated to Unleashed, the Unleashed team have recommended our CRM all the time… We’ve now welcomed hundreds of Unleashed customers, and since joining The Access Group alongside Unleashed

Hints & Tips when Setting up Unleashed

A few hints & tips to guarantee a successful integration with Unleashed!… and tips for ensuring you have everything set up in Unleashed to make the very most of the CRM + Unleashed… #1: Unleashed Customer Types

Unleashed Two-Way Sync

Learn more about our two-way sync of basic company and contact information with Unleashed… When changes are made in Unleashed, the sync from Unleashed to the CRM will be completed as part of the… If you wish to create a Contact in Unleashed from the CRM, use the 'Sync to Unleashed' button under the

Full Integration Capabilities for Unleashed

Understand exactly what we integrate between your CRM and Unleashed… What is Unleashed? What do we integrate between Unleashed and Prospect CRM?… We also have a Two-Way Sync with Unleashed that will make changes to Unleashed immediately on Company

Sync Unleashed Product Attributes

This article outlines how to sync Unleashed product attributes and will highlight where they can be viewed in the CRM… Step 2: Enable Sync of Attributes from Unleashed… Product attributes can be imported from your Unleashed system if the 'Manage Attributes in the CRM (Preview

Setting up Integration to Unleashed

It's quick and easy to set up integration to Unleashed, one of our Cloud Inventory Management partner Apps. Let us show you how..… Step 1: Connect to Unleashed… Step 2: Find your Unleashed API keys

Add Unleashed Delivery Method to Quotes & Sales Orders

Learn how to add the Unleashed Delivery Method to Quotes & Sales Orders… The Unleashed Delivery Method is used to determine the customer's choice of delivery… The Delivery Method within Unleashed is sometimes also integrated to a third party delivery provider

Identify B2C Customers Based on Unleashed Customer Type

Unleashed customers can auto-detect customer accounts that are B2C using Unleashed's Customer Type field… Step 1: Navigate to Unleashed Customer Types Setting… Unleashed customers can auto-detect customer accounts that are B2C,using Unleashed's Customer Type field

Display Unleashed Customer Type within your CRM

Displaying Unleashed's Customer Type to help segment customers within the CRM… As this is an Unleashed specific field, only Unleashed customers can use this field which is why you'll… Within Unleashed, there's a drop-down field called Customer Type on the customer account records

Identify B2C Customers Based on Unleashed Sales Order Groups

This article outlines how Unleashed customers can auto-detect B2C customer accounts by using Unleashed's Sales Order Group field… Please note: Sales Order Groups are managed entirely within Unleashed and any updates made in Unleashed… Unleashed recommend that you use the Sales Order Group to categorise your Sales Orders, such as into