While viewing Accounts, Contacts & Leads in Salesforce, the extension will automatically surface the corresponding Companies and People in Unify.

Salesforce Account Page

From this view, you can view People in your Unify instance who work at this Company (and add them to a Sequence) or instantly add this Company to a Play of your choosing.

When viewing an Account in Salesforce, the extension will surface the corresponding Company in Unify.

Salesforce Contact & Lead Pages

From this view, you can check if this Person is currently enrolled in a Unify Sequence. If they are not already enrolled, you can enroll them from here using any mailbox or mailbox group in Unify. Additionally, you can instantly add this Person to any of the Plays you’ve built. See more info on building Plays in Unify here.

When viewing a Contact or Lead in Salesforce, the extension will surface the corresponding Person in Unify.