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Home › Marketing ›

Unify

Unify
Unify Homepage
Categories Marketing
Automates warm outbound sales with intent signals and AI-driven workflows

Unify

Unify is an AI-powered go-to-market platform that automates warm outbound sales by integrating intent signals, AI-driven prospecting, and engagement workflows. It targets sales, marketing, and growth teams, aiming to streamline pipeline generation. The platform consolidates data from over 10 sources, including 6sense, Clearbit, and G2, to identify high-intent prospects and trigger automated Plays. These Plays handle prospecting, data enrichment, and outreach across email and LinkedIn, with phone support planned.

Key features include Plays, which are customizable workflows that automate tasks like identifying website visitors or tracking job changes among champions. AI agents, such as Agent Frank, perform deep research, pulling from CRM data and web sources to personalize outreach. Unify integrates with Salesforce and HubSpot, syncing data in near real-time. Analytics dashboards provide detailed reports on pipeline performance and email metrics. The platform is SOC 2 Type II compliant, ensuring robust security.

Pricing starts with the Growth plan, which is moderately priced for smaller teams, while Pro and Enterprise plans offer custom pricing for larger organizations. Compared to Apollo, which has a broader contact database, Unify focuses on signal-based automation. ZoomInfo offers similar intent-based targeting but emphasizes lead management. Warmly provides a free tier, which Unify lacks, making it less accessible for startups.

Users praise Unify’s ease of use and automation, with companies like Perplexity reporting millions in pipeline growth. However, some G2 reviews note missing features, like comprehensive person-level data, requiring integrations with tools like Apollo. The lack of a free plan and custom pricing for higher tiers may deter smaller businesses.

To get started, explore Unify’s product tour for a quick overview. Set up a test Play to evaluate automation. Compare pricing with Apollo or Warmly to ensure it fits your budget. Leverage the analytics to refine your strategy early.

Unify Homepage
Categories Marketing

Video Overview ▶️

What are the key features? ⭐

  • Plays: Automates prospecting and outreach based on intent signals.
  • AI Agents: Conducts deep research for personalized messaging.
  • Intent Signals: Pulls data from 10+ sources like 6sense and G2.
  • Analytics Dashboards: Tracks pipeline and email performance metrics.
  • CRM Integration: Syncs with Salesforce and HubSpot in real-time.

Who is it for? 🤔

Unify is made for sales, marketing, and growth teams at mid-sized to enterprise-level B2B companies, particularly those already using Salesforce or HubSpot. It suits organizations focused on scaling pipeline generation through warm outbound strategies, leveraging intent data to target high-potential leads efficiently.

Examples of what you can use it for 💭

  • Sales Teams: Automate lead prospecting with Plays to target high-intent accounts.
  • Marketing Teams: Use intent signals to craft personalized email campaigns.
  • Growth Leaders: Track pipeline performance with detailed analytics dashboards.
  • RevOps Teams: Sync enriched lead data with CRM for streamlined workflows.
  • Startups: Identify new hires at target companies for timely outreach.

Pros & Cons ⚖️

  • Strong CRM syncing capabilities.
  • Detailed analytics dashboards.
  • SOC 2 Type II compliance.
  • No free plan available.
  • Limited person-level data.

FAQs 💬

What is Unify’s core functionality?
Unify automates warm outbound sales using AI and intent signals to streamline prospecting and engagement.
Does Unify integrate with CRMs?
Yes, it syncs with Salesforce and HubSpot in near real-time for fresh data.
Can small teams use Unify?
The Growth plan suits smaller teams, but the cost may be high without a free tier.
What are Plays in Unify?
Plays are automated workflows that trigger prospecting and outreach based on intent signals.
How does Unify ensure data security?
It maintains SOC 2 Type II compliance with real-time threat monitoring.
What intent signals does Unify use?
It pulls from over 10 sources, including 6sense, Clearbit, and G2.
Is phone outreach available?
Phone support is not yet available but is planned for future updates.
How does Unify compare to Apollo?
Unify focuses on signal-based automation, while Apollo offers a broader contact database.
Can I try Unify before buying?
No free plan exists, but you can explore via the product tour or demo.
What analytics does Unify provide?
Dashboards track pipeline performance, email metrics, and play effectiveness.

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Last update: August 22, 2025
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