Playbooks

Automate your outbound plays

Use intent, enrichment, and Salesforce data to build audiences and trigger playbooks. Playbooks run as always on so that you can set them and forget them.

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Onboarding takes less than 2 hours
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Always on
Run on every new company
Running...
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Prospect for Sales Leaders
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Sync records to CRM
Add people to sequence

Flexible audiences to match your creativity

Playbooks automatically kick off whenever companies or prospects meet your filter conditions. Build audiences based of intent (website, G2, email), CRM or firmographic data.

Pricing Audience
1,248 companies · 2,310 people
Viewed /pricing
Location is North America
Employees ≥ 1,000
Not in Salesforce
Playbook
Run on Pricing Audience
Prospect for Sales
Sync to CRM
Add to sequence

Leave the prospecting to us

Automate repetitive prospecting work, and make your sellers 25% more productive. Unify identifies contacts in your target personas so your sellers can spend more time talking to prospects and less time doing manual research.

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Always on
Run on every new company or person
Running...
Magnifying glass icon
Prospect for Sales Leaders
Daniel profile headshot
Daniel Foster
VP, sales
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Helen Young profile pic
Helen Young
CRO
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Olivia Jones headshot
Olivia Jones
Sales Executive
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Always on so you can log off

Set playbooks to execute as always on and skip the CSV and Salesforce dataloader work. When companies enter your audiences, we automatically execute the playbook. Free your team’s time for the strategic and creative work, and leave the manual tasks to us.

Website Traffic Visits
Active
Companies synced
1,241
People synced
825
People prospected
813
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Wed,  May 8 2023
19 people prospected
21 people synced
38 companies synced