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What is the dialer?

The Unify dialer lets reps call prospects straight from Unify, with no separate dialer tab to juggle. A rep clicks a phone number anywhere it appears, the call connects in the browser, and the rep logs the outcome on hang-up. Every call, disposition, recording, and transcript logs itself back to the record and syncs to your CRM, so reps stop copy-pasting numbers and hand-logging notes. Because the dialer lives where reps already research accounts, review signals, and run Sequences, every call happens with full context and each touch is captured automatically.
The dialer places outbound calls to the United States and Canada. Support for additional countries is on the roadmap.

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How it works

When a rep clicks a phone number in Unify, the browser opens a call session and places the outbound call through our telephony provider. From there:
  1. Unify selects which of your numbers to call from.
  2. The call connects in the browser and the rep talks to the prospect.
  3. The call is transcribed and recorded based on your recording settings (see Call recording).
  4. On hang-up, the rep logs a disposition in one click.
  5. The call, disposition, recording, and transcript sync to your CRM as an activity on the matched person.

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Where you can call from

Calls can start from three places in Unify. Whichever you use, the in-call experience and logging are the same.

Call tasks

Work a list of call tasks and dial each one without leaving the queue.

Sequence steps

Dial the prospect when a Sequence reaches a phone-call step.

Person records

Click a number on any person record to place an ad-hoc call.

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What you can do

  • Place outbound calls to United States and Canada numbers from inside Unify.
  • Record and transcribe calls based on your recording settings.
  • Log a call outcome in one click and add notes.
  • Sync the call, disposition, notes, recording, and transcript back to Salesforce or HubSpot automatically.
  • Route prospect callbacks to your own phone with a forwarding number.
  • Use Chat to prep before a call with research, talk tracks, and full call scripts on demand.

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Get started

Set up the dialer

Activate the dialer, then buy and assign phone numbers.

Make your first call

Dial from a task, a Sequence step, or a person record.

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Frequently asked questions

The United States and Canada. International calling beyond the US and Canada is on the roadmap.
Calling is included for Unify customers with no separate seat fee. Each rep gets free phone numbers based on your plan, and call time is billed in credits per minute once the prospect picks up. See Pricing for details.
Not yet. Today the dialer is a single-call loop: click, talk, log. Power dialing is on the roadmap.
Not yet. Today you can use Chat to prep for a call (research, a talk track, or a full script), but starting the dial itself from Chat is on the roadmap.
Yes. If a person has no number, enrich them on the spot and Unify will find one to dial.
Callbacks route to the forwarding number you set in Settings → Dialer, such as your mobile. If you don’t pick up, the call goes to that phone’s voicemail. Inbound calls are logged to the activity log and reporting. Answering callbacks directly in Unify is on the roadmap. See Set a forwarding number.