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Overview

An object groups a particular kind of data in Unify. Each object defines a set of attributes, and each record holds the values for one individual item. For example, the company object has attributes such as name, domain, and employee count. Each company is a record with its own values for those attributes. The person object works the same way, with attributes such as name, email address, and job title. Objects give your team a consistent way to use data from different sources in filters, outreach, and automation.

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Objects in Unify

Unify supports three kinds of objects:
  • Standard objects come with Unify, including companies and people. They have default attributes, and you can add custom attributes to them.
  • CRM objects represent records from your CRM, including its custom objects. Their attributes reflect the CRM’s fields and are managed by the integration.
  • Custom objects represent other data relevant to your business. You define their attributes and how they relate to other objects.
Use a custom attribute to add information about an existing kind of record. Use a custom object when you need a separate kind of record with its own attributes. For example, a company’s customer tier can be an attribute, while contracts with individual terms and dates can be a separate object.

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Attributes and values

An attribute defines one piece of information about a record. Its value type determines the values it can hold, such as text, a number, a date, or a choice from a list of options. All records in an object share its attribute definitions. Their values can differ, and optional attributes can be empty. You can make a custom attribute required or require its value to be unique across the object’s records.

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Relationships between objects

Reference attributes connect records across objects. A person’s company reference, for example, connects them to a company record and its attributes. Relationships let you use related data throughout Unify. You can filter people by attributes of their companies, or filter companies by related CRM or custom records. Template variables can follow references to personalize content with values from related records.

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Work with your data

Use filters to find records and build audiences, plays to automate actions based on your data, and template variables to personalize outreach. You can bring records into Unify through integrations or the Data API. See Connecting your data for the available approaches.

Create objects

Define custom objects for your business.

Create attributes

Add attributes and configure their values.

Relate objects

Connect records with reference attributes.

Inspect records

Browse records and their attribute values.