Onboarding Guide

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Step 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:

Typically this integration is owned by engineering or marketing.

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Step 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 (Powered by 6sense)

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

If you already subscribe to another intent data provider, you can also bring your own API key and connect it in seconds:

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Step 3: Integrate your CRM

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

Typically this integration is owned by a sales leader or sales/revenue operations team.

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Step 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.

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.

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Step 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:

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.