1
Connect your CRM
If you have a CRM, you’ll want to integrate it with Unify so that you can
build exclusions, track champions, and run plays on your existing contacts
and accounts.
Salesforce
Connect your Salesforce instance.
HubSpot
Connect your HubSpot CRM.
2
Integrate your website
Connect your website to identify visiting companies and use their activity
to plan outreach. A can organize
the emails and tasks you use to follow up.You can also connect product usage data to identify and engage with users.
If you already use Posthog or Segment, all you need to do is configure Unify
as a destination.
Understanding intent data
Learn how website and product intent data powers smarter outbound in Unify.
Getting intent data into Unify
Send web application and software usage data into Unify.
3
Create exclusions
Define the companies and people that should be excluded from outreach,
such as existing customers and competitors. Apply these exclusions to the
sequence rulesets or plays that need them.
Create an exclusion
Choose companies or people to exclude from outreach.
4
Prepare your outreach
Connect a Gmail mailbox or set up
Unify-managed mailboxes.
Then create a sequence
with the emails and tasks your team will use for outreach.Before enrolling people, review the sequence’s
ruleset to apply your exclusions and choose
enrollment settings. Select a send schedule
that fits your audience’s working hours.
5
Start exploring
Use these resources to plan your first workflows and learn more about
the product.
Unify University (Recommended)
Extensive video library of courses, tutorials, and best practices.
Reference Guide
Explore the full range of features available in Unify.
Tutorials
Hands-on guides that cover essential features and strategies.