1

Integrate your website

Connect Unify to your website traffic to start revealing visitors. There are several supported methods of integrating your website with Unify:

Website Tag (Recommended)

Add the Unify JavaScript snippet to your website with minimal setup.

Intent Client

For full customizability, install the Unify Intent client in your web app.

Segment

Connect your existing Segment subscription to send traffic to Unify.
Typically this integration is owned by engineering or marketing.
2

Turn on website intent data

Turn on website intent data so that you start revealing the companies behind anonymous website traffic. Unify provides intent data out of the box with no configuration required:

Unify Intent

Enable high-coverage website identification in just a few clicks. Unify Intent combines multiple data sources to achieve best-in-class coverage.
3

Connect your CRM

Connect your CRM of choice to begin running plays on your existing data, finding new prospects, tracking champions, and more:

Salesforce

Connect your Salesforce instance.

HubSpot

Connect your HubSpot CRM.
Typically this integration is owned by a sales leader or sales/revenue operations team.
4

Connect mailboxes

Unify provides several ways of setting up mailboxes to start sending emails. If you have existing mailboxes, you can connect them in only a few clicks.

Gmail

Connect Gmail mailboxes.

Outlook (Coming Soon)

Connect Outlook mailboxes.
If you plan on using Unify-managed mailboxes with, you’ll need to add domain names and create new email addresses. See the Deliverability guide for setup instructions.
5

Browse tutorials

You’re ready to start using Unify! We recommend checking out some of the Tutorials. Here are a few of the most popular starting points:

Create an Exclusion

Prevent Unify from actioning on specific companies or people.

Define Personas

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

Create a Play

Learn the fundamentals and build a Unify Play from start to finish.
You can also check out the official YouTube channel where there are a number of video tutorials covering everything from the basics to sophisticated growth campaigns.