Connect your CRM
If you have a CRM, you’ll want to integrate it with Unify so that you can
build exclusions, track champions, and run plays on your existing contacts
and acccounts.
Salesforce
Connect your Salesforce instance.
HubSpot
Connect your HubSpot CRM.
Integrate your website
One of the most popular ways to start using Unify is to identify
which companies are visiting your marketing website and reach out to them
with a . Unify provides
everything you need to get started—all you need to do is connect your
website.You can also connect product usage data to identify and engage with users.
If you already use Posthog or Segment, all you need to do is configure Unify
as a destination.
Understanding intent data
Learn how website and product intent data powers smarter outbound in Unify.
Getting intent data into Unify
Send web application and software usage data into Unify.
Create exclusions
Before you start running Plays, it’s a good idea to set up some exclusions
to prevent Unify from taking action on specific companies or people. Unify
provides templates for common exclusions, such as existing customers and
competitors.
Create an Exclusion
Prevent Unify from actioning on specific companies or people.
Start exploring
To keep learning, check out some of our recommended resources—you’ll
be an expert in no time.
Unify University (Recommended)
Extensive video library of courses, tutorials, and best practices.
Reference Guide
Explore the full range of features available in Unify.
Tutorials
Hands-on guides that cover essential features and strategies.