Unify

Unify is a B2B outbound platform centered on Agents, Signals, Sequencing, Plays, Deliverability, and Analytics. Its core job is to help growth, marketing, sales, and revenue teams identify relevant accounts and contacts, interpret buying or usage signals, and move qualified prospects into repeatable outbound workflows.

The product is designed around connected GTM data rather than a single signal type. That makes it relevant for sales-led, product-led, and expansion motions where teams can define who matters, what activity should trigger action, and how the next step should be executed.

Unify documents searchable company and contact data, enrichment waterfalls, and a mix of native, third-party, and AI-generated signals. Signal inputs can include CRM activity, website behavior, product events, conversation data, hiring and fundraising changes, technology data, social activity, relationship paths, and marketing engagement.

For product-led teams, event inputs can include feature use, trial activity, milestones, logins, paywall interactions, and custom tracking events. Teams can also import records through CSV or connected event sources. This breadth is useful when prioritization depends on multiple signals, but buyers should test contact coverage, enrichment quality, and freshness against a representative account list.

Unify’s agents are documented for account research, contact discovery, list qualification, signal access, and personalized email or social-message generation. Administrators can add guidance, company context, qualification questions, and test configurations against company or person records.

Plays provide the operational layer: teams can combine triggers such as website visits, audience entry, champion moves, lookalikes, record matches, or manual additions with actions including qualification, owner assignment, prospecting, sequencing, CRM synchronization, notifications, and webhooks. Sequences can include email, calls, and social outreach. This is best suited to teams prepared to define routing logic and guardrails rather than teams seeking an entirely hands-off process.

Unify supports native connections across Salesforce, HubSpot, Gmail, Slack, product-event tooling, visitor-identification and intent tools, dialers, and data-routing platforms. Its developer surface includes data and analytics APIs, bulk data transfer, libraries, and webhooks. A Chrome extension is available in HubSpot, Salesforce, and general browsing contexts.

Analytics includes dashboards for activity, deliverability, and attribution to Plays, signals, and sequences, with more advanced signal analytics and pipeline attribution assigned to Business. Salesforce and HubSpot access also differs by plan, so buyers with CRM-write requirements should confirm the permissions, mapping, and synchronization design during evaluation.

Unify is best for B2B outbound and expansion teams that have usable account, contact, website, product, CRM, or external-intent signals and need to convert them into prioritized outreach. It can be especially relevant to growth, marketing, sales, RevOps, BDR, and account-executive teams operating coordinated outbound programs.

It is less clearly suited to organizations that lack defined targeting criteria or cannot support workflow configuration and CRM governance. Teams should begin with a focused motion, validate the relevant data inputs and CRM behavior, then expand Plays and agent configurations once the initial routing and measurement model is working.