Navattic generates $100K+ in direct pipeline within their first 10 days on Unify

Scaling automated outbound to capitalize on warm leads

As the leading demo creation platform for product-led growth teams, Navattic consistently attracts potential leads to its website. With growing web traffic from Google Ads, referrals, and a freemium launch, inbound interest surged. But with limited outbound bandwidth, many high-intent prospects and accounts went untouched. As a result, Navattic’s team wasn’t able to dedicate enough time to ramping up a high-performance outbound motion.

When Growth Lead Ethan Dursht joined the company, he was tasked with scaling the company's warm outbound motion through automation. His first step toward that goal was onboarding an end-to-end platform that would empower him to:

1. Quickly identify and engage high-intent leads

With countless warm leads in their orbit — including the PQLs who’d signed up for the freemium plan — Navattic’s reps didn’t have the bandwidth to enrich and engage each one. To avoid leaving major revenue opportunities on the table, the team needed a system that could automatically identify and engage thousands of leads at the moment they were most likely to convert.

2. Craft personalized communications at scale 

Delivering the right message at the right time required constant access to firmographics, product usage data, and buyer intent signals, like whether someone viewed the pricing page or used a competitor. But with limited time and tooling, Navattic’s reps couldn’t stitch that data together fast enough to act on it at scale.

3. Unifying Navattic’s GTM stack under one roof 

With website intent signals, prospecting, enrichment, and sequencing spread across multiple tools, workflows were fragmented and prone to data discrepancies. To avoid SaaS sprawl, reduce context-switching, and keep data clean, the team needed a platform that could bring the entire outbound motion into a single, unified system without adding headcount.

Fortunately, Ethan had already seen what that looked like. Having used Unify before, he knew it could turn scattered GTM efforts into a streamlined, high-converting pipeline engine.

"We didn’t want to take a patchwork approach to our GTM stack. We needed a comprehensive solution that could eliminate manual work and keep our team lean.”

Unify’s automated enrichment, prospecting, and sequencing powers warm and cold outbound at scale

Within the first 10 days post-implementation, Unify helped Navattic build an automated warm outbound motion that transformed a flood of inbound traffic into pipeline growth.

After a turnkey onboarding (thanks to Unify's deep integration with Navattic's Salesforce CRM), Ethan began building plays that leveraged 25+ intent signals to target and engage high-fit leads with automated and highly personalized outreach. Within weeks, multiple automated Plays were live, including:

• Qualified website visitors, targeted using firmographics and behavior
• New hires within ICP to engage potential champions early in their onboarding
• Closed lost opportunities, re-engaged based on loss reason or reactivation signals
• Freemium PQLs + account-based prospecting to expand reach within engaged companies
• Cold outbound Plays for net-new prospecting into ICP accounts

Because of how Unify's Plays are structured, Navattic can scale outbound without sacrificing personalization. For instance, Ethan's PQL Play checks for contact-level activity and deploys AI Agents to send a specialized email (based on their industry, LinkedIn, and CRM data) if the lead has been dormant. Plus, if they still haven't engaged after a week, Unify shifts to prospecting within that same account to ensure the opportunity doesn't go cold. 

“Unify’s platform just covers so much ground,” Ethan says. “Now, we’re able to scale prospecting and sequencing without relying on manual work.” 

While Unify automates the tasks that don’t require human input, it’s equally effective at surfacing moments where the team should jump in. Ethan configures Slack alerts to notify reps or customer success at key points in the customer journey.

 For example, alerts might:

• Notify a rep that the prospect they’re about to meet with discovered Navattic through a competitor, so they can enter the conversation with the most compelling talking points.
• Inform CS that an existing customer is showing signs of churn, such as viewing the Navattic pricing page, prompting the team to re-engage and strengthen the relationship.

With these real-time insights, Navattic’s lean team can optimize the funnel without monitoring every lead or account manually. Today, they know exactly when to act and when to let Unify handle the rest.

“Unify layers in every piece of the GTM puzzle while generating pipeline remarkably fast. It’s not uncommon for us to book a meeting within hours of launching a new Play."

$100K+ in direct pipeline growth in days, thousands of people prospected, and a scalable outbound function

With Unify, Navattic consolidated its outbound workflow into a single platform that not only scaled outreach but unlocked net-new pipeline within days. The team now capitalizes on every qualified lead without adding headcount, freeing up time to focus on higher-leverage activities like closing deals and deepening customer relationships.

Looking ahead, Ethan is actively exploring new ways to drive growth across the funnel using Unify’s AI Agents, Smart Snippets, and the newly launched Infinity Signal. From accelerating top-of-funnel prospecting to surfacing timely expansion opportunities, he sees Unify as a flexible system that continues to evolve alongside his strategy.

Best of all? He knows Unify’s fast-moving and attentive support team will be there to help him every step of the way.

“I’m a big believer in the Unify team and their long-term roadmap. From their on-demand customer service to constant product launches, Unify is everything I could ask for in a partner.”