Skip to main content

​
Overview

Signals help you decide which companies and people to contact and when to reach out. A visit to your pricing page, a customer moving to a new company, or a new leader joining a target account can each give you a reason to start a conversation. Combine these signals with your target-account criteria and CRM data to build audiences. Use those audiences to guide manual outreach or trigger plays for qualification, notifications, and sequence enrollment.

​
Choose a signal

Website visitors

Identify visiting companies and use page views or product activity to prioritize follow-up.

Champions

Follow customers and advocates when they move to new companies.

New hires

Find people who recently joined companies in your target market.

Lookalike companies

Find companies similar to selected customers or target accounts.

​
Use signals in context

Start with the action you want to take, then choose the signal and conditions that make it appropriate. For example, an audience could select target accounts with a pricing-page visit in the past week and exclude current customers. A play can then find the relevant people and route them to the account owner. The filter builder lets you combine activity, company and person attributes, and related CRM records. Use time windows to keep activity relevant, and apply exclusions to avoid contacting people or companies your team should leave out. For activity inside your own product, send custom events through the Unify Intent Client, Segment, or PostHog. The product usage data guide explains event collection and identity in more detail.