> ## 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.

# Glossary

> Figure out what terms mean and where to learn more about them.

export const SalesforceLogo = () => <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
    <path d="M9.98736 5.83214C10.7614 5.02566 11.839 4.52545 13.0308 4.52545C14.6151 4.52545 15.9973 5.40886 16.7334 6.72031C17.373 6.43452 18.0811 6.27553 18.826 6.27553C21.6834 6.27553 24 8.6123 24 11.4947C24 14.3774 21.6834 16.7142 18.826 16.7142C18.4837 16.7144 18.1423 16.6803 17.8068 16.6126C17.1587 17.7688 15.9234 18.5501 14.5057 18.5501C13.9121 18.5501 13.3508 18.413 12.851 18.1692C12.1939 19.7148 10.6629 20.7986 8.87863 20.7986C7.02052 20.7986 5.43692 19.6229 4.82907 17.974C4.56344 18.0304 4.28822 18.0598 4.00581 18.0598C1.79351 18.0598 0 16.2479 0 14.0123C0 12.5142 0.805814 11.2061 2.00308 10.5063C1.75659 9.93915 1.61948 9.31315 1.61948 8.65502C1.61948 6.08408 3.70667 4 6.28103 4C7.79248 4 9.13574 4.71863 9.98736 5.83214Z" fill="#00A1E0" />
  </svg>;

export const HubspotLogo = () => <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
    <path fill-rule="evenodd" clip-rule="evenodd" d="M17.2421 17.2947C15.4495 17.2947 13.9963 15.8566 13.9963 14.0829C13.9963 12.3088 15.4495 10.8707 17.2421 10.8707C19.0348 10.8707 20.488 12.3088 20.488 14.0829C20.488 15.8566 19.0348 17.2947 17.2421 17.2947ZM18.2138 7.89901V5.04163C18.9675 4.68936 19.4954 3.93487 19.4954 3.05925V2.9933C19.4954 1.78482 18.4963 0.796098 17.2751 0.796098H17.2088C15.9876 0.796098 14.9885 1.78482 14.9885 2.9933V3.05925C14.9885 3.93487 15.5164 4.68966 16.2701 5.04194V7.89901C15.148 8.07068 14.1227 8.52868 13.2772 9.20272L5.34945 3.09994C5.40177 2.90114 5.43852 2.6965 5.43884 2.48137C5.44008 1.11293 4.32076 0.00185084 2.93734 1.60552e-06C1.55455 -0.00153942 0.43149 1.10646 0.429933 2.4752C0.428376 3.84395 1.54769 4.95503 2.93111 4.95657C3.38177 4.95719 3.7991 4.83051 4.16473 4.62463L11.9629 10.6282C11.2998 11.6188 10.9112 12.8053 10.9112 14.0829C10.9112 15.4202 11.3381 16.6573 12.0594 17.6747L9.68813 20.0217C9.50065 19.9659 9.30631 19.9271 9.10013 19.9271C7.96369 19.9271 7.04213 20.8387 7.04213 21.9634C7.04213 23.0883 7.96369 24 9.10013 24C10.2369 24 11.1581 23.0883 11.1581 21.9634C11.1581 21.76 11.1189 21.5673 11.0625 21.3818L13.4083 19.0604C14.4731 19.8645 15.7992 20.3478 17.2421 20.3478C20.7387 20.3478 23.5728 17.5428 23.5728 14.0829C23.5728 10.9506 21.2476 8.36286 18.2138 7.89901Z" fill="#FF7A59" />
  </svg>;

## Company

A *company* represents a business or organization in Unify. Companies are one of
the primary record types you'll work with. You can view them in the [Companies tab](https://app.unifygtm.com/dashboard/companies),
build exclusions to prevent engaging with certain companies, create audiences
and Plays to target specific companies, and more.

Companies come from many different integrations and data sources. Unify can
identify companies from website visitors (using visitor identification), CRM
syncs, CSV uploads, integrations into third-party tools, and even data you send
in through the [developer APIs](/developers/api/data/overview).

Companies can be linked to People, CRM records (like Salesforce Accounts or
HubSpot Companies), and any custom data you bring into Unify.

## CRM

A *CRM* (short for "customer relationship management") is a system for managing
customer interactions and data throughout the customer lifecycle. The most
established CRM software products are Salesforce and HubSpot.

<AccordionGroup>
  <Accordion title="Does everyone need a CRM?">
    Most businesses need a CRM once they reach a certain size or level of
    maturity in terms of customer count or number of customer interactions.

    However, many earlier teams and small businesses do not need a CRM and
    instead track customer relationships in a different way, such as using
    spreadsheets.

    In addition, not all customers are tracked in CRMs. Many teams track their
    self-serve or product-led growth customers using different tools, such as
    a data warehouse.
  </Accordion>

  <Accordion title="What CRMs does Unify integrate with?">
    Unify has dedicated integrations for both Salesforce and HubSpot.

    <CardGroup cols={2}>
      <Card title="Salesforce" href="/reference/integrations/salesforce/overview" icon={<SalesforceLogo />} horizontal>
        Connect your Salesforce instance.
      </Card>

      <Card title="HubSpot" href="/reference/integrations/hubspot/overview" icon={<HubspotLogo />} horizontal>
        Connect your HubSpot CRM.
      </Card>
    </CardGroup>
  </Accordion>
</AccordionGroup>

## Custom event

A *custom event* captures a user interaction on a website, web application, or
other software. Examples include form fills, button clicks, sign-ups, and more.

Custom events are collected using the [Unify Intent client](/developers/intent-client/overview)
or similar tools. Once in Unify, they are linked to Companies and People. They
can be seen in the activity feed for specific companies and people and can be
used to trigger Plays.

For more information, see the following guides:

<CardGroup cols={2}>
  <Card title="Connect website traffic" href="/developers/guides/website-traffic/introduction" icon="browser" horizontal>
    Send website visitors, sessions, and events into Unify.
  </Card>

  <Card title="Connect product usage data" href="/developers/guides/product-usage-data/introduction" icon="computer-mouse-button-left" horizontal>
    Send web application and software usage data into Unify.
  </Card>
</CardGroup>

## Data lake

A *data lake* is a centralized repository that allows you to store all your
structured and unstructured data at any scale. You can store your data as-is,
without having to first structure the data, and then use and analyze it with
specialized tools that can connect to data lake data.

Unify supports syncing data from external data lakes into Unify and then using
that data to power features. The easiest way to connect a data lake to Unify is
via a reverse ETL tool like Hightouch or Census. If you're looking for more
flexibility, you can also create custom processes that send data to the [Data API](/developers/api/data/overview)
directly.

For more information, see [Connect data systems to Unify](/developers/guides/data-systems/overview).

## Data system

A *data system* is any external system that stores data outside of Unify. This
term is used to refer broadly to databases, data warehouses, data lakes, and
more.

Unify supports syncing data from external data systems into Unify and then using
that data to power features. You can build Exclusions, Plays, Sequences, and
more based on data that lives in external data systems.

For more information, see [Connect data systems to Unify](/developers/guides/data-systems/overview).

## Data warehouse

A *data warehouse* is a centralized repository that allows you to store all your
structured data at any scale. Snowflake, BigQuery, Redshift, and Databricks are
some of the most popular data warehouse products.

Unify supports syncing data from external data warehouses into Unify and then
using that data to power features. The easiest way to connect a data warehouse
to Unify is via a reverse ETL tool like Hightouch or Census. If you're looking
for more flexibility, you can also create custom processes that send data to the
[Data API](/developers/api/data/overview).

For more information, see [Connect data systems to Unify](/developers/guides/data-systems/overview).

## Database

A *database* is tool for storing and managing data in a structured way. Often,
databases are the source of truth for operational or product data. PostgreSQL,
MySQL, and MongoDB are some of the most popular database products.

Unify supports syncing data from external databases into Unify and then using
that data to power features. The easiest way to connect a database to Unify is
via a reverse ETL tool like Hightouch or Census. If you're looking for more
flexibility, you can also create custom processes that send data to the [Data API](/developers/api/data/overview)
directly.

For more information, see [Connect data systems to Unify](/developers/guides/data-systems/overview).

## Event

An *event* captures something that happened at a specific moment—a page visit, a
button click, a form submission, a login, or any other action on your website or
product.

Unify supports three kinds of events:

* **Page events** record when someone visits a page on your website or app.
* **Identify events** indicate who a visitor is (usually by providing an email
  address), which links all of their activity to a known Person or Company.
* **Custom events** capture specific actions you define, like "Demo Requested"
  or "Paywall Hit." These are the events you'll typically use to trigger [Plays](#play).

Events are collected by integrating with your website, web application, or other
software. For more information, see [Getting intent data into Unify](/tutorials/website-product-intent/getting-intent-data-into-unify).

## Person

A *person* represents an individual contact within Unify. People are linked to
Companies and can be enrolled in Sequences, actioned on by Plays, and viewed in
the [People tab](https://app.unifygtm.com/dashboard/people).

People can enter Unify through many paths: CRM syncs, prospecting, enrichment,
form fills, Identify events from your website or product, and data you send via
API.

When a website visitor or product user is identified (for example, by logging in
or submitting a form), Unify links their activity history to a Person record.
This is what makes it possible to see a Person's full engagement—website visits,
product usage, email interactions—in one place.

## Play

Plays are automated workflows that let you build and execute repeatable
strategies. Unify manages the logistics of coordinating and scaling all the
details.

For more information, see [Unify Plays](/reference/plays/overview) or [How to Create a Play](/tutorials/how-to-create-a-play).

## Sequence

A sequence is a series of automated or manual steps that let you reach out to
buyers and run sophisticated outbound at scale. Sequences are purpose-built for
modern outbound sales with native AI capabilities and deep integration with the
Unify platform.

For more information, see [Unify Sequences](/reference/sequences/overview).
