CRM Integration
Integrate Salesforce or Hubspot directly into Unify to always keep your data in sync. Unify is able to read and write from your CRM in near real-time, so that you are always actioning on the right accounts.
Native bi-directional syncs
Built-in integrations with Salesforce HubSpot and others via Zapier. Keep data fresh with automatic read and write syncs in near real-time.
Filter by CRM fields
Use CRM fields to create global exclusions on customers or retarget closed lost opportunities.
Custom field mapping
Map Unify data to custom fields in your CRM maintaining your existing data structure.
Frequently Asked Questions
Not seeing what you’re looking for? Contact Us
We have native integrations with both Salesforce and Hubspot. We also support connecting other CRMs via Zapier.
Data syncs every 15 minutes bidirectionally, ensuring your team always works with current information. No manual updates needed.
Yes, you can pull in any field from your CRM to use as audience filters or variables in AI-generated emails.
Instantly connect your CRM and data will start flowing in within minutes.