> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Setup guide
> Complete a few recommended steps to get Unify up and running.
export const SegmentIcon = () => ;
export const SalesforceLogo = () => ;
export const PlaysIcon = ({size = 24}) => ;
export const PersonasIcon = ({size = 24}) => ;
export const HubspotLogo = () => ;
export const GoogleWorkspaceLogo = () => ;
export const ExclusionsIcon = ({size = 24}) => ;
export const SequenceTooltip = ({children}) => {
return
{children}
;
};
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.
} horizontal>
Connect your Salesforce instance.
} horizontal>
Connect your HubSpot CRM.
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 Sequence. Unify provides
everything you need to get started—all you need to do is connect your
website.
Learn how website and product intent data powers smarter outbound in Unify.
Send web application and software usage data into Unify.
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.
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.
} href="/tutorials/how-to-create-an-exclusion" horizontal>
Prevent Unify from actioning on specific companies or people.
To keep learning, check out some of our recommended resources—you'll
be an expert in no time.
Extensive video library of courses, tutorials, and best practices.
Explore the full range of features available in Unify.
Hands-on guides that cover essential features and strategies.