Hand email-engaged leads to the right rep
Give sales a prioritized handoff with the engagement context and a clear owner.
How it runs
- Step 1
Review recent engagement
Look at email engagement from the last 30 days. Distinguish replies and clicks from opens alone.
- Step 2
Resolve ownership
Match each contact to its CRM account and owner. Flag unassigned accounts and avoid duplicate follow-up.
- Step 3
Prepare the handoff
Give the rep the contact, relevant activity and a recommended next step. Keep the original engagement dates attached.
Hand over the context, not just the contact
Give sales a prioritized handoff with the engagement context and a clear owner.
| Without Unify |  With Unify |
|---|---|
| An entire nurture list goes to sales at once. | Prioritize contacts using their recent activity. |
| Opens, clicks and replies are treated as equivalent. | Distinguish stronger engagement from opens alone. |
| Reps must search for the original engagement. | Include the activity and account owner in the handoff. |
Start from this prompt
Make it your own in Unify, then review the results.
Find people who engaged with our emails in the last 30 days and hand the most engaged to sales
How it changes by who you sell to
- Software
- Integration and product-content engagement says what the next conversation is about. Ask for the pages and emails each lead engaged with, and rank leads who read integration or pricing content first.
- Professional services
- Engagement should go to the owner of the relevant service line, not to whoever is next in rotation. Ask Unify to route by the service line the content was about.
- Financial services
- Engagement from a compliance or risk address is a handoff, not a marketing lead. Ask for those roles to be flagged and routed to the account owner directly, with the content they read attached.
- Manufacturing
- Multiple readers from one plant is the signal; hand over the account, not the individual. Ask Unify to group engagement by site and to hand off when two or more people at a plant engage.
- Healthcare
- Engagement from a system office and a facility in the same week is worth a single handoff. Ask for engagement grouped by health system, with the system-level contact named as the owner.
Next in events and inbound activation
First-party audiencesBuild audiences from first-party engagementWebsite visits, content reads and campaign clicks are already yours. Combine them with the ICP into an audience that refreshes itself, and split it by who should work it.
+2Unworked engagementFind engaged accounts sales has not workedAccounts that read your content, opened your campaigns and visited your site, with no sales touch in two months. Marketing did its job. Hand them over with the evidence.
+4Post-event follow-upFollow up after an event with the right peopleThe badge you scanned is rarely the buyer. Drop customers and open deals, rank the rest, and add the decision makers who stayed home.
Connect what this workflow uses
Each guide covers the connection, what Unify reads and writes, and what to check before the first run.
- Connect SalesforceAuthorize Salesforce in Unify, configure CRM field mappings, and choose when to enable writing.
- Connect HubSpotConnect HubSpot to Unify, map Company and Person fields, and plan CRM exclusions and supported write-back.
- Connect GmailConnect Gmail to Unify for sequence emails and replies.
- Connect OutlookConnect Microsoft Outlook directly to Unify.
Questions about this workflow
What does 'engaged' mean here?
Opened, clicked or replied to your emails in the last 30 days, read from Gmail or Outlook, ranked by how much and how recently.
How is the handoff made?
The most engaged people are assigned to their account owner in Salesforce or HubSpot, with the content they engaged with attached.
Can I set my own threshold?
Yes. Say how many touches count, or name the content that matters, such as pricing or integration pages, and the ranking follows it.
Does marketing keep the rest?
Yes. Only the leads above the bar move; everyone else stays in nurture, and the pass runs again next week.