Keep account and contact data current
Fill the gaps, match new lists against what you have, and keep records with the people who own them.
How it runs
- Step 1 / 4
Find the gaps
Every contact missing a title, an email or a number, shown before anything is written back.
What you getCRM contacts with missing fields marked - Step 2 / 4
Fill only what can be verified
Each field is checked across sources in order. Anything unconfirmed stays empty rather than becoming a bounce later.
What you getThe enrichment waterfall checking each field - Step 3 / 4
Match new lists before importing
Net new, already owned, or a duplicate to merge first, matched on domain and name including subsidiaries.
What you getA list matched against CRM records and owners - Step 4 / 4
Move records to their current owner
Tasks left by reps who moved on go to whoever owns the account now, with due dates kept.
What you getRecords reassigned to current owners
Keeping the records straight, with and without Unify
The cost of bad data is paid later, usually by whoever inherits the account.
| Without Unify |  With Unify |
|---|---|
| Gaps turn up one record at a time, normally found by the rep about to send something | Every contact missing a title, an email or a number is listed before anything is written back |
| A missing email gets filled with a best guess that nobody marks as a guess | Fields are checked across sources in order, and anything unconfirmed stays empty |
| Imported lists leave duplicates that surface when two reps email the same person | New lists are matched on domain and name, subsidiaries included, before the import |
| Tasks left by reps who moved on sit against an owner who no longer works here | Records move to whoever owns the account now, with the due dates kept |
What else you can ask for
The walkthrough is one path through this workflow. These are the turns people take most often.
- Fill missing emails, phone numbers and titlesFind contacts in my CRM with missing emails, phone numbers or titles, and fill them inTry in Unify
- Check a list against your CRM and its ownersCheck this list against my CRM and tell me which are net new and who owns the restTry in Unify
- Reassign tasks to the current account ownerReassign open tasks to the current account owner in my CRMTry in Unify
Start from this prompt
Make it your own in Unify, then review the results.
Find contacts in my CRM with missing emails, phone numbers or titles, fill in what can be verified, and leave the rest empty rather than guessing.
Next in operations and data
+3Account distributionBuild tomorrow's booksEvery evening, the accounts worth working tomorrow are ranked, split across the team by territory and load, and handed to each rep with a verified contact and the reason.
Deal next stepsGive every open deal a next stepTurn the latest activity and unresolved questions into one concrete action for each opportunity.- Outreach exclusionsKeep protected accounts out of outreachExclude customers, competitors, open opportunities and accounts another rep is already working.
Connect what this workflow uses
Each guide covers the connection, what Unify reads and writes, and what to check before the first run.
Questions about this workflow
Which fields does Unify fill in?
Missing emails, phone numbers and titles, from ContactOut, Prospeo, Findymail, Forager, FullEnrich and Clearbit, tried in turn. It verifies before it writes and leaves the rest empty.
Will it overwrite what is already there?
No. The prompt fills empty fields only. Ask for a change report if you want to review values that look out of date.
How does it handle contacts who moved?
It flags the move, keeps the old record, and can create the person at their new company if you ask.
Can it run on a schedule?
Yes. A monthly pass keeps the CRM current without anyone owning the cleanup.