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Overview

New hire tracking finds people who recently started a role at companies you want to reach. Use it to discover new contacts in your target market or find relevant hires at accounts already in Unify. Choose the companies and personas to target, then set a daily limit. Unify searches daily and charges credits for each new hire found. Review your workspace’s rate in new hire settings. The daily limit caps the number of hires found, which also limits credit usage. The actual number depends on the available people who match your criteria.

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Set up tracking

1

Open new hire settings

Open Settings → New hires and click Get started.
2

Set a daily limit

Enter the maximum number of new hires to find each day. Choose a limit that fits your team’s follow-up capacity and credit budget.
3

Choose companies

To find new companies, set their industries, employee counts, and countries. The country filter refers to the company’s location.To target accounts already in Unify, click Select from existing companies and use the filter builder. For example, select companies in a target-account list or companies matching your CRM criteria. Review the matching companies in the preview.
4

Choose personas

Select the personas that describe the roles you want to find, such as sales leaders or operations managers.
5

Enable tracking

Click Enable new hire tracking, review the recurring credit usage, and confirm with Enable. Unify starts looking for matching hires and continues checking daily.

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Review and use new hires

Return to New hires in settings to review the people found. Use the new-hire signal in audience filters to select hires by when they started their role. Combine it with company or person conditions to focus your follow-up. For example, create an audience of new sales leaders at your target accounts. Use that audience in a play to research their company, notify the account owner, or enroll qualified people in a sequence.

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Update or pause tracking

Edit the tracking settings to change the daily limit, companies, or personas. To stop future searches, turn off the toggle on the New hires settings page and confirm Disable. Previously found hires remain available. If you want to follow customers or advocates who are already known to you as they move to new companies, use champion tracking.