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Unify

Guides

Tutorials

Developers

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support@unifygtm.com

Unify's recommendations for high-performance GTM.

Introduction

Best Practices

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

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

Domain Configuration

Mailbox Configuration

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

Segment

Segment Integration Guide

This guide outlines how to integrate Unify with your website 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.

Zapier

Zapier Integration Guide

Manage users and permissions within Unify.

User management

User Management

Configure your organization within Unify.

Organization settings

Organization Settings

Learn about the login methods available for your organization in Unify.

Authentication options

Authentication Options

Learn about how credits are used in Unify.

Unify Credit system

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

Create a Play

How to Create a Play

Audiences in Unify are lists of companies and/or people, similar to a Salesforce report. Use them to build lists based on Salesforce data, website intent data, and more.

Create an Audience

How to Create an Audience

Learn how to run a playbook from start to finish.

Run a Playbook

How to Run a Playbook

Personas in Unify represent the groups of buyers that you sell into. Use personas in Unify to make it faster to prospect.

Use Personas

How to Use Personas

Exclusions in Unify stop Unify from actioning on specific companies or people. Common use cases include:

Create an Exclusion

How to Create an Exclusion

Receive notifications in your chosen Slack channel when new entries are added to an audience.

Set Up Slack Alerts

How to Set Up Slack Alerts

Smart Snippets are AI-generated personalized pieces of copy that leverage your data in Unify to ensure that no two automated emails are the same. Learn how to write effective Smart Snippets below.

Getting Started

Best Practices

Reference

Best Practices

Book Meetings with Plays

Optimizing Outreach