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Unify University
Unify Setup Checklist for New Customers
Onboarding Configuration
Unify Setup Checklist for New Customers
For new customers to learn how to set up your Unify tenant step-by-step so you can start automating your outbound.
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Unify Setup Checklist for New Customers
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University
Home
Unify University
Unify 101
Beginner
Unify 201 (Growth)
Intermediate
Unify 201 (Sales)
Intermediate
Unify Setup Checklist for New Customers
Onboarding Configuration
Plays
AI Agent Plays
Video Tutorials
Outbound Plays
Video Tutorials
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Table of contents
How to Integrate Salesforce with Unify
5:38
How to Integrate Hubspot with Unify
2:45
How to Integrate Gmail
0:42
How to Set Up Unify Intent
1:36
How to Define Personas
1:58
How to Create Your First Sequence
3:08
How to Set Up Your Google Workspace
1:39
How to Configure Your Sending Times
0:45
How to Configure Exclusions
4:45
How to Create Your First Audience
3:42
How to Create Your First Play
1:58