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Unify's recommendations for high-performance GTM.

Introduction

Best Practices

Unify

Unify is the all-in-one solution for sales, marketing, and go-to-market teams.

Welcome to Unify

Complete a few key steps to fully activate on Unify.

Onboarding guide

Onboarding Guide

Plays

Best Practices: Plays to Book You Meetings

Deliverability

Best Practices: Optimizing Your Email Outreach

Bring your most creative go-to-market ideas to life with Unify.

Overview

Reference Guide

Quickly learn the basics and become a Unify expert.

Welcome

Unify Tutorials

Learn the fundamentals and build a Unify Play from start to finish.

Create a Play

How to Create a Play

Create dynamic lists of companies and people to view and act on.

Create an audience

How to Create an Audience

Create personas to prospect and reach out to your ideal buyers.

Define personas

How to Define Personas

Prevent Unify from actioning on specific companies or people.

Create an exclusion

How to Create an Exclusion

Receive real-time Slack alerts when companies or people enter an audience.

Receive Slack alerts

How to Receive Slack Alerts

Learn how to start collecting website intent data in Unify.

Intent Client Overview

Learn how to send events using the Unify Intent Client.

Usage

Intent Client Usage

Learn what Unify Plays are and how to use them.

Unify Plays

Learn the fundamentals of creating Plays in Unify.

Building a Play

Triggers represent the events and data sources that a Play runs on.

Triggers

Play Triggers

Actions are the building blocks of Unify Plays.

Actions

Play Actions

Learn what Unify Agents are and how to use them.

Unify Agents

Learn the fundamentals of building Agents in Unify.

Building an Agent

Control how Unify Agents respond to your questions.

Response Types

Agent Response Types

Learn what data signals are and how to use them.

Unify Signals

Start revealing the companies and people visiting your website.

Website visitors

Website Visitor Intent

Automatically track your champions and take action on them.

Champions

Champion Tracking

Automatically track new hires at companies and take action.

New hires

New Hire Tracking

Learn what Unify sequences are and how to use them.

Unify Sequences

Use template variables to personalize your emails.

Template variables

Template Variables

Personalize your outreach with AI-powered email copy generation.

Smart snippets

Smart Snippets

Safeguard your deliverability while sending emails at scale.

Unify Deliverability

Set up domain names for Unify-managed mailboxes.

Domain configuration

Domain Configuration

Provision Unify-managed mailboxes for your team to send from.

Mailbox configuration

Mailbox Configuration

This guide outlines how to connect your Segment workspace to Unify.

Segment

Segment Integration Guide

This guide outlines how to install the Unify website tag using Google Tag Manager.

Google Tag Manager

Google Tag Manager Integration Guide

This guide outlines how start revealing anonymous visitors on your website using 6sense. If you already purchase a 6sense plan, this document is for you.

6sense

6sense Integration Guide

This guide outlines how start revealing anonymous visitors on your website using Clearbit Reveal. If you already purchase a Clearbit Reveal plan, this document is for you.

Clearbit

Clearbit Reveal Integration Guide

This guide details the process of integrating Unify with your Slack workspace.

Slack

Slack Integration Guide

This guide outlines how start sending and receiving emails via Gmail in Unify.

Gmail

Gmail Integration Guide

If you use Zapier to run automations, you can connect your account to Unify and run Zaps as a part of Unify sequences.

Getting Started

Best Practices

Reference

Best Practices

Book Meetings with Plays

Optimizing Outreach