Outbound to Companies Based on CRM Criteria

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

Unify Feature

Build Personas using Job Titles

Use Unify's Persona Builder to create a set of target personas based on job titles that you hand-pick and use these personas to prospect for people within Playbooks

CSV, Webhook

Outbound to People Who View Your LinkedIn Profile

Use Unify to automate outbound to people who view your profile on LinkedIn

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!

CRM

Revisit Closed Lost Opportunities Automatically

Use Unify to automate outbound to companies that have previously passed on buying to revisit and try selling to them again

Unify Feature

Surfacing Intent Data For Accounts

Use Unify to surface company level intent based on emails, website views, G2 activity, and more at the person-level

G2 Intent

Outbound to Companies Viewing Alternatives to your Company on G2

Use Unify's G2 integration to see companies that are viewing your competitors or alternatives and prospect and automate outbound to target personas at those accounts

G2 Intent

Outbound to Companies Viewing Your Profile or Category on G2

Use our G2 integration to see what companies are viewing your profile or the category you are placed in and then automate outbound to your target personas

CRM

Cold Outbound to your ICP Contacts at Target Accounts

Use Unify to conduct your cold outreach to target accounts, targeting your personas of interest.

CSV, Webhook

Build a List in Clay and Prospect / Outbound Using Unify

Build a list with Clay and drop it into Unify to prospect for titles, enrich personas with contact info, and sequence your prospects on autopilot

CSV, Webhook

Outbound to Your Company's Followers on LinkedIn

Use Unify to automate outbound to target personas who follow your company on LinkedIn

CSV, Webhook

Outbound to College Alumni of Your Team

Use Unify to automate outbound to college alumni of your team

CSV, Webhook

Outbound to LinkedIn Connections of Your Team

Use Unify to automate outbound to individuals that are connected with your team on LinkedIn from past jobs, experiences, or education.

Website Intent

Outbound to ICP Personas at Accounts on your Website

Use Unify Intent and your CRM data to automate outbound to target buyers at your target accounts when they visit your website

CSV, Webhook

Outbound to Companies That Have Fundraised

Use Unify along with Crunchbase, Harmonic, or fundraise data to automate outbound to leaders at these companies congratulating them on the new funds raised

CSV, Webhook

Outbound to Target Accounts That are Hiring

Use Unify to automate outreach to target contacts at ICP accounts that are hiring, expressing your product can augment their abilities

CSV, Webhook

Outbound to LinkedIn Likers and Commenters

Use Unify to automate outbound to contacts that interact with you or colleagues on LinkedIn

CSV, Webhook

Upload CSV with Intent Data to Automate Outbound

Use Unify's CSV and Webhook ingestion to allow Unify to automate outbound to any set of accounts or contacts that you can find across the internet. Bring your own intent signals (BYOI)!

Unify Feature

Smart Snippets For Custom LinkedIn Job History Copy

Use Unify's AI Smart Snippets to pull in LinkedIn work history and experiences and customize snippets of text to be personalized for each individual

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

Website Intent

Alert Opportunity Owner in Slack When Closed-Lost Opportunities Reappear on Website

Use Unify intent and CRM data to alert opportunity owners when closed lost opportunity accounts reappear on your website

Website Intent

Retarget Closed Lost Opportunities When They Reappear on Website

Use Unify to retarget closed lost accounts when they reappear on your website

CRM

Alert Team in Slack When Owned Accounts on Website

Use website intent and Slack to alert reps when their owned accounts land on your website

CRM

Outbound to Contacts Who Don't Book a Meeting

Automate outbound to individuals who fill out a form but don’t book time for a demo

Website Intent

Outbound to Contacts Viewing Your Technical Docs

Use website data from your technical docs pages along with playbooks to prospect for target personas at target accounts and then automate outbound to them.

CRM

Outbound to Website Form Submitters

Automate outbound to individuals who submit a form on your website based off your CRM data

CRM

Smart Snippets For Job Title Email Icebreaker

Use smart snippets to customize an icebreaker at the beginning of an email based on the recipient's job title

CSV, Webhook

Smart Snippets For Custom Event Followup

Use smart snippets to customize copy sent to individuals who attended an event or that you have a list for

Unify Feature

Smart Snippets for Custom Fundraising Message

Use smart snippets to customize a smart snippets wishing a team congratulations for closing a funding round based upon the sender.

Website Intent

Retarget Paid Traffic

Retarget paid marketing traffic with UTM filtering and automated outbound via email and LinkedIn

CRM

Retarget Closed Lost Opportunities

Automate outbound to closed lost opportunities when they reappear on your website or show intent on G2 or elsewhere

Unify Feature

Warmup Inboxes with Unify Managed Deliverability

Use Unify's managed deliverability feature to add new mailboxes, warm them, achieve peak deliverability, and prevent bouncing in your recipients inboxes!

Unify Feature

LinkedIn Outreach with LaGrowthMachine & Unify

Use Unify's integration with LaGrowthMachine and Zapier to automate outbound using email sequences and LinkedIn automation