Onboarding Guide
Complete a few key steps to fully activate on Unify.
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:
Website Tag (Recommended)
Install the Unify JavaScript tag directly on your website or using Google Tag Manager.
Javascript Client
For more advanced use cases, use the Unify intent client directly in your web app.
Segment
Connect your existing Segment subscription to send website traffic directly to Unify.
Typically this integration is owned by engineering or marketing.
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:
Clearbit Reveal
Connect your existing account to leverage Clearbit Reveal data in Unify.
6sense
Connect your existing account to leverage 6sense data in Unify.
⚡ If we don’t support a provider you want to use, let us know at hello@unifygtm.com.
Step 3: Integrate your CRM
Connect your CRM of choice to begin running playbooks 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.
Step 4: Build your first audience
Audiences in Unify are dynamic lists of companies and people, similar to Salesforce or Hubspot reports. Use audiences to build lists based on CRM data, website intent data, and more.
See How to Create an Audience to get started.
Step 5: Run your first playbook
Playbooks in Unify are workflows that let you perform actions on your audiences. Use them to prospect, sync companies and people to Salesforce, enroll people in sequences, and more.
See How to Run a Playbook to get started.