Salesforce

CRM

Outbound to People That Download Content on Your Website

Use Unify to outbound to people who download content like ebooks, guides, and other content on your website

CRM

Outbound to Prospects Who No Show Your Meeting

Use Unify to automate outbound to individuals who do not show up to your scheduled demo or meeting

Website Intent

Qualify Prospects Using AI Agents and Outbound to Them

Use Unify's AI Agent to qualify / disqualify companies or contacts and then automatically outbound to them!

CRM

Lookalikes: Outbound to Companies that Look Like Your Best Customers

Use Unify along with other tools to automate outbound to target personas at accounts that look similar to accounts that are customers of yours or who you tend to work well with.

CSV Webhook

Outbound to Companies That Have Made a Hire

Use Unify along with LinkedIn data to automate outbound to leaders at companies who have recently made a new hire!

CSV Webhook

Outbound to People Who Have Recently Been Promoted

Use Unify to automate outbound to individuals who have recently been promoted at their company

New Hires

New Hires - Outbound to People Who Have Started New Jobs

Use Unify to automate outbound to individuals who have recently started a new job at a new company

Champion Tracking

Champion Tracking - Outbound to Past Customers Who Have Moved Jobs

Use Unify to automate outbound to individuals who you've sold to before, after they have moved to a new company

CSV Webhook

Build a List of Companies With a New Product in Clay and Prospect / Outbound Using Unify

Build a list of companies who have released a new product with Clay and drop it into Unify to prospect for titles, enrich personas with contact info, and sequence your prospects on autopilot to congratulate them on the new product release

CSV Webhook

Build a List of Companies Attending a Conference in Clay and Prospect / Outbound Using Unify

Build a list of companies attending a conference with Clay and drop it into Unify to prospect for titles, enrich personas with contact info, and sequence your prospects on autopilot to meet at the conference IRL!

CRM

Outbound to People Who View Your Product Demo

Use Unify to automate outbound to individuals who use or view your interactive product demo by syncing with your CRM

CSV Webhook

Outbound to People Who Engage with you on Twitter

Use Unify to automate outbound to people who engage with you on Twitter via likes, comments, or reposts!

CRM

Follow Up with Contacts Based on CRM Date

Use Unify and your CRM to automate outbound to certain contacts based on the contact follow-up date in your CRM, especially if they've told you to reach back out!

Website Intent

Outbound to Paid / Partnership Website Traffic with UTM Filtering

Use Unify's audience builder and UTM filters to capture inbound traffic from a variety of sources including paid traffic, partners, and other channels. Learn how to retarget paid and affiliate marketing traffic with outbound.