# Unify

> Official product documentation for Unify

## Docs

- [Welcome](https://docs.unifygtm.com/index.md): Unify is the all-in-one solution for sales and go-to-market teams.
- [Setup guide](https://docs.unifygtm.com/getting-started/setup-guide.md): Complete a few recommended steps to get Unify up and running.
- [How to create a Play](https://docs.unifygtm.com/tutorials/how-to-create-a-play.md): Learn the fundamentals and build a Unify Play from start to finish.
- [How to create an audience](https://docs.unifygtm.com/tutorials/how-to-create-an-audience.md): Create dynamic lists of companies and people to view and act on.
- [How to define personas](https://docs.unifygtm.com/tutorials/how-to-use-personas.md): Create personas to prospect and reach out to your ideal buyers.
- [How to create an exclusion](https://docs.unifygtm.com/tutorials/how-to-create-an-exclusion.md): Prevent Unify from taking action on specific companies or people.
- [How to receive Slack alerts](https://docs.unifygtm.com/tutorials/how-to-receive-slack-alerts.md): Receive real-time Slack alerts when companies or people enter an audience.
- [Understanding intent data](https://docs.unifygtm.com/tutorials/website-product-intent/understanding-intent-data.md): Learn how website and product intent data powers smarter outbound in Unify.
- [Getting intent data into Unify](https://docs.unifygtm.com/tutorials/website-product-intent/getting-intent-data-into-unify.md): Connect your website or product to send visitor intent data into Unify.
- [Booking meetings with Plays](https://docs.unifygtm.com/best-practices/plays.md): Best practices for using Unify Plays to book meetings from intent signals.
- [Optimizing your email outreach](https://docs.unifygtm.com/best-practices/deliverability.md): Best practices for writing email copy and optimizing deliverability.
- [Writing AI prompts](https://docs.unifygtm.com/best-practices/prompting.md): Best practices for writing prompts for AI in Unify.
- [Reference guide](https://docs.unifygtm.com/reference/overview.md): Bring your most creative go-to-market ideas to life with Unify.
- [Unify Plays](https://docs.unifygtm.com/reference/plays/overview.md): Learn what Unify Plays are and how to use them.
- [Building a Play](https://docs.unifygtm.com/reference/plays/building-a-play.md): Learn the fundamentals of creating Plays in Unify.
- [Play triggers](https://docs.unifygtm.com/reference/plays/triggers.md): Triggers represent the events and data sources that a Play runs on.
- [Play actions](https://docs.unifygtm.com/reference/plays/actions.md): Actions are the building blocks of Unify Plays.
- [Play settings](https://docs.unifygtm.com/reference/plays/play-settings.md): Configure individual Plays with settings and options.
- [Agents in Unify](https://docs.unifygtm.com/reference/agents/overview.md): Learn what Unify Agents are and how to use them.
- [Building an agent](https://docs.unifygtm.com/reference/agents/building-an-agent.md): Create powerful research agents in minutes.
- [Always-on AI research](https://docs.unifygtm.com/reference/agents/always-on-research.md): Learn about how AI Research works
- [Unify Sequences](https://docs.unifygtm.com/reference/sequences/overview.md): Learn what Unify Sequences are and how to use them.
- [Sequence enrollments](https://docs.unifygtm.com/reference/sequences/enrollments.md): Understand how Sequence enrollments work.
- [Sequence step types](https://docs.unifygtm.com/reference/sequences/sequence-step-types.md): Learn what each Sequence step type does and when to use it.
- [Sequence replies](https://docs.unifygtm.com/reference/sequences/replies.md): View and manage replies from prospects in your Sequences.
- [Sequence personalization](https://docs.unifygtm.com/reference/sequences/personalization/overview.md): Learn how to personalize Sequence emails and tasks.
- [Template variables](https://docs.unifygtm.com/reference/sequences/personalization/template-variables.md): Use template variables to personalize your emails.
- [Smart snippets](https://docs.unifygtm.com/reference/sequences/personalization/smart-snippets.md): Personalize your outreach with AI-powered email copy generation.
- [Custom send schedules overview](https://docs.unifygtm.com/reference/sequences/send-schedules/overview.md): Learn what Custom Send Schedules are and how they control automated email sending within Sequences in Unify.
- [Creating a custom send schedule](https://docs.unifygtm.com/reference/sequences/send-schedules/creating-send-schedules.md): Learn how to configure Custom Send Schedules for Sequences.
- [Using a custom send schedule](https://docs.unifygtm.com/reference/sequences/send-schedules/using-send-schedules.md): Learn how to view and apply Custom Send Schedules for Sequences.
- [Managed Deliverability](https://docs.unifygtm.com/reference/deliverability/overview.md): Safeguard your deliverability while sending emails at scale.
- [Domain Configuration](https://docs.unifygtm.com/reference/deliverability/domain-configuration.md): Set up domain names for Unify-managed mailboxes.
- [Mailbox Configuration](https://docs.unifygtm.com/reference/deliverability/mailbox-configuration.md): Provision Unify-managed mailboxes for your team to send from.
- [Mailbox operations](https://docs.unifygtm.com/reference/deliverability/mailbox-operations.md): Manage mailbox owners, reply forwarding, send limits, warmup, backlog, and recipient eligibility.
- [Unify Dialer](https://docs.unifygtm.com/reference/dialer/overview.md): Call prospects directly from Unify and log every call automatically.
- [Setting up the dialer](https://docs.unifygtm.com/reference/dialer/setup.md): Activate the dialer, buy phone numbers, and set a forwarding number.
- [Making calls](https://docs.unifygtm.com/reference/dialer/making-calls.md): Place calls from tasks, Sequences, or a person record and log the outcome.
- [Call recording](https://docs.unifygtm.com/reference/dialer/call-recording.md): How call recording and transcription work, and where to manage recording settings.
- [Syncing calls to your CRM](https://docs.unifygtm.com/reference/dialer/crm-sync.md): How calls, dispositions, recordings, and transcripts write back to your CRM.
- [Dialer pricing](https://docs.unifygtm.com/reference/dialer/pricing.md): How phone numbers and call usage are billed for the dialer.
- [Signals in Unify](https://docs.unifygtm.com/reference/signals/overview.md): Learn what data signals are and how to use them.
- [Website visitor intent](https://docs.unifygtm.com/reference/signals/website-visitors.md): Start revealing the companies and people visiting your website.
- [Champion tracking](https://docs.unifygtm.com/reference/signals/champions.md): Automatically track your champions and take action on them.
- [New hire tracking](https://docs.unifygtm.com/reference/signals/new-hires.md): Automatically track new hires at companies and take action.
- [Lookalike companies](https://docs.unifygtm.com/reference/signals/lookalike-companies.md): Find companies similar to your most successful customers.
- [Integration guides](https://docs.unifygtm.com/reference/integrations/overview.md): Explore the external tools and systems Unify integrates natively with.
- [6sense integration guide](https://docs.unifygtm.com/reference/integrations/6sense.md): Use your existing subscription to identify website visitors.
- [Clearbit integration guide](https://docs.unifygtm.com/reference/integrations/clearbit.md): Use your existing subscription to identify website visitors.
- [Demandbase integration guide](https://docs.unifygtm.com/reference/integrations/demandbase.md): Identify website visitors with Demandbase and other providers.
- [G2 integration guide](https://docs.unifygtm.com/reference/integrations/g2.md): Revealing anonymous visitors on your G2 profile.
- [Gmail integration guide](https://docs.unifygtm.com/reference/integrations/gmail.md): This guide outlines how start sending and receiving emails via Gmail in Unify.
- [Google Tag Manager integration guide](https://docs.unifygtm.com/reference/integrations/google-tag-manager.md): This guide outlines how to install the Unify website tag using Google Tag Manager.
- [HubSpot integration guide](https://docs.unifygtm.com/reference/integrations/hubspot/overview.md): This guide outlines how to connect your HubSpot CRM to Unify.
- [How bidirectional syncs work](https://docs.unifygtm.com/reference/integrations/hubspot/bidirectional-syncs.md): An in-depth explanation of how syncs work between HubSpot and Unify.
- [Field mappings](https://docs.unifygtm.com/reference/integrations/hubspot/field-mappings.md): Understand how to configure and use HubSpot field mappings in Unify.
- [Configure default values](https://docs.unifygtm.com/reference/integrations/hubspot/default-values.md): Learn how to set default values writing to HubSpot.
- [Property options](https://docs.unifygtm.com/reference/integrations/hubspot/property-options.md): Find the options for a property in HubSpot.
- [Nooks integration overview](https://docs.unifygtm.com/reference/integrations/nooks/overview.md): Learn how to integrate Nooks with your CRM for seamless call campaign management.
- [Nooks HubSpot Setup](https://docs.unifygtm.com/reference/integrations/nooks/hubspot-setup.md): Configure Nooks integration with HubSpot for seamless call task management.
- [Nooks Salesforce setup](https://docs.unifygtm.com/reference/integrations/nooks/salesforce-setup.md): Configure Nooks integration with Salesforce for call task synchronization.
- [Running Call Campaigns with Nooks](https://docs.unifygtm.com/reference/integrations/nooks/call-campaigns.md): Launch and manage effective call campaigns using Nooks with your CRM integration.
- [Orum integration overview](https://docs.unifygtm.com/reference/integrations/orum/overview.md): Learn how to integrate Orum with your CRM for seamless call campaign management.
- [Orum HubSpot Setup](https://docs.unifygtm.com/reference/integrations/orum/hubspot-setup.md): Configure Orum integration with HubSpot for seamless call task management.
- [Orum Salesforce Setup](https://docs.unifygtm.com/reference/integrations/orum/salesforce-setup.md): Configure Orum integration with Salesforce for call task synchronization.
- [Running Call Campaigns with Orum](https://docs.unifygtm.com/reference/integrations/orum/call-campaigns.md): Launch and manage effective call campaigns using Orum with your CRM integration.
- [PostHog integration guide](https://docs.unifygtm.com/reference/integrations/posthog.md): Send PostHog events into Unify.
- [Salesforce integration guide](https://docs.unifygtm.com/reference/integrations/salesforce/overview.md): This guide outlines how to connect your Salesforce instance to Unify.
- [Required permissions and settings](https://docs.unifygtm.com/reference/integrations/salesforce/required-permissions.md): Ensure your Salesforce user has the required permissions for Unify.
- [How bidirectional syncs work](https://docs.unifygtm.com/reference/integrations/salesforce/bidirectional-syncs.md): An in-depth explanation of how syncs work between Salesforce and Unify.
- [Field mappings](https://docs.unifygtm.com/reference/integrations/salesforce/field-mappings.md): Understand how to configure and use Salesforce field mappings in Unify.
- [Configure default values](https://docs.unifygtm.com/reference/integrations/salesforce/default-values.md): Learn how to set default values writing to Salesforce.
- [Bulk update records](https://docs.unifygtm.com/reference/integrations/salesforce/bulk-update-records.md): Use Salesforce reports to quickly update many records in Salesforce.
- [Toggle lead assignment rules in Salesforce](https://docs.unifygtm.com/reference/integrations/salesforce/lead-assignment-rules.md): Troubleshoot a common bug in Salesforce related to lead assignment rules.
- [Segment integration guide](https://docs.unifygtm.com/reference/integrations/segment.md): Send Segment events into Unify.
- [Slack integration guide](https://docs.unifygtm.com/reference/integrations/slack.md): This guide details the process of integrating Unify with your Slack workspace.
- [Notifications in Unify](https://docs.unifygtm.com/reference/notifications/overview.md): Stay on top of important updates with multi-channel notifications.
- [Notification preferences](https://docs.unifygtm.com/reference/notifications/preferences.md): Set how you want to be notified for updates and activities on Unify.
- [User management](https://docs.unifygtm.com/reference/management/user-management.md): Invite users and set their roles directly in Unify.
- [Organization settings](https://docs.unifygtm.com/reference/management/organization-settings.md): Configure your organization within Unify.
- [Authentication options](https://docs.unifygtm.com/reference/management/authentication.md): Learn about the login methods available for your organization in Unify.
- [Unify credit system](https://docs.unifygtm.com/reference/management/credit-system.md): Learn how credits work in Unify.
- [Introduction](https://docs.unifygtm.com/reference/browser-extension/installation.md): Get started with the Unify Chrome extension.
- [Browsing the Web](https://docs.unifygtm.com/reference/browser-extension/web.md): Run the Unify Chrome extension on other websites.
- [Salesforce](https://docs.unifygtm.com/reference/browser-extension/salesforce.md): Run the Unify Chrome extension in Salesforce.
- [HubSpot](https://docs.unifygtm.com/reference/browser-extension/hubspot.md): Run the Unify Chrome extension in HubSpot.
- [Glossary](https://docs.unifygtm.com/reference/glossary.md): Figure out what terms mean and where to learn more about them.
- [Unify for Developers](https://docs.unifygtm.com/developers/introduction.md): Build on top of Unify's powerful data platform and best-in-class APIs.
- [Connecting your data](https://docs.unifygtm.com/developers/connecting-data.md): Choose the right approach to get your data into Unify.
- [Getting started with Unify MCP](https://docs.unifygtm.com/developers/mcp/getting-started.md): Connect Unify to Claude, Cursor, or any MCP-compatible AI assistant.
- [Tools](https://docs.unifygtm.com/developers/mcp/tools.md): Reference for every tool exposed by Unify MCP.
- [Connect website traffic to Unify](https://docs.unifygtm.com/developers/guides/website-traffic/introduction.md): Send website visitors, sessions, and events into Unify.
- [Set up the Unify Intent client](https://docs.unifygtm.com/developers/guides/website-traffic/unify-intent-client.md): Send website events directly into Unify with the native SDK.
- [Capture form fills](https://docs.unifygtm.com/developers/guides/website-traffic/form-fills.md): Record form submissions with the Unify Intent client.
- [Capture button clicks](https://docs.unifygtm.com/developers/guides/website-traffic/button-clicks.md): Record button clicks and other interactions with the Unify Intent client.
- [Connect product usage data to Unify](https://docs.unifygtm.com/developers/guides/product-usage-data/introduction.md): Send web application and software usage data into Unify.
- [Set up the Unify Intent client](https://docs.unifygtm.com/developers/guides/product-usage-data/unify-intent-client.md): Send product usage and events directly into Unify with the native SDK.
- [Capture user logins](https://docs.unifygtm.com/developers/guides/product-usage-data/user-logins.md): Identify users when they sign in to your application.
- [Capture user interactions](https://docs.unifygtm.com/developers/guides/product-usage-data/user-interactions.md): Track in‑app user activity with the Unify Intent client.
- [Connect data systems to Unify](https://docs.unifygtm.com/developers/guides/data-systems/overview.md): Sync databases, data warehouses, data lakes, and more into Unify.
- [Sync data from Hightouch](https://docs.unifygtm.com/developers/guides/data-systems/hightouch-destination.md): Learn how to connect upstream data sources to Unify via Hightouch.
- [Sync data from Fivetran](https://docs.unifygtm.com/developers/guides/data-systems/fivetran-destination.md): Learn how to connect upstream data sources to Unify via Fivetran.
- [Send records via API](https://docs.unifygtm.com/developers/guides/send-data/overview.md): Send data from external tools and systems via API.
- [Import data from a CSV](https://docs.unifygtm.com/developers/guides/send-data/csv-import.md): Upload data from a CSV file or spreadsheet into Unify.
- [Send records from Clay sheet](https://docs.unifygtm.com/developers/guides/send-data/clay-webhook.md): Learn how to send records from a Clay sheet into Unify via webhook.
- [Request data with the Bulk API](https://docs.unifygtm.com/developers/guides/request-data/bulk-api.md): Use the Bulk API to export large datasets from Unify.
- [Unify Analytics API](https://docs.unifygtm.com/developers/api/analytics/overview.md): Send website and product analytics data into the Unify platform.
- [Page events](https://docs.unifygtm.com/developers/api/analytics/page.md): Send a "page" event.
- [Custom events](https://docs.unifygtm.com/developers/api/analytics/custom.md): Send a "track" event.
- [Identify events](https://docs.unifygtm.com/developers/api/analytics/identify.md): Send an "identify" event.
- [Unify Data API](https://docs.unifygtm.com/developers/api/data/overview.md): Interact with Unify objects, attributes, and records.
- [Standard objects and attributes](https://docs.unifygtm.com/developers/api/data/standard-objects.md): Reference the built-in attributes that ship with Unify's standard objects.
- [List objects](https://docs.unifygtm.com/developers/api/data/objects/list.md)
- [Create object](https://docs.unifygtm.com/developers/api/data/objects/create.md)
- [Get object](https://docs.unifygtm.com/developers/api/data/objects/get.md)
- [Update object](https://docs.unifygtm.com/developers/api/data/objects/update.md)
- [Delete object](https://docs.unifygtm.com/developers/api/data/objects/delete.md)
- [List attributes](https://docs.unifygtm.com/developers/api/data/attributes/list.md)
- [Create attribute](https://docs.unifygtm.com/developers/api/data/attributes/create.md)
- [Get attribute](https://docs.unifygtm.com/developers/api/data/attributes/get.md)
- [Update attribute](https://docs.unifygtm.com/developers/api/data/attributes/update.md)
- [Delete attribute](https://docs.unifygtm.com/developers/api/data/attributes/delete.md)
- [List options](https://docs.unifygtm.com/developers/api/data/attribute-options/list.md)
- [Create option](https://docs.unifygtm.com/developers/api/data/attribute-options/create.md)
- [Get option](https://docs.unifygtm.com/developers/api/data/attribute-options/get.md)
- [Update option](https://docs.unifygtm.com/developers/api/data/attribute-options/update.md)
- [Delete option](https://docs.unifygtm.com/developers/api/data/attribute-options/delete.md)
- [Find unique record](https://docs.unifygtm.com/developers/api/data/records/find-unique.md): Find a specific record based on unique values.
- [Upsert record](https://docs.unifygtm.com/developers/api/data/records/upsert.md): Create or update a record based on unique values.
- [Get record](https://docs.unifygtm.com/developers/api/data/records/get.md): Retrieve a specific record by ID.
- [Create record](https://docs.unifygtm.com/developers/api/data/records/create.md): Create a new record.
- [Update record](https://docs.unifygtm.com/developers/api/data/records/update.md): Update an existing record by ID.
- [Delete record](https://docs.unifygtm.com/developers/api/data/records/delete.md): Delete a record by ID.
- [Unify Sequences API](https://docs.unifygtm.com/developers/api/sequences/overview.md): Interact with sequences and sequence enrollments in the Unify platform.
- [List sequences](https://docs.unifygtm.com/developers/api/sequences/sequences/list.md): List the sequences in your organization.
- [Get sequence](https://docs.unifygtm.com/developers/api/sequences/sequences/get.md): Retrieve a single sequence by its ID.
- [Pause sequence](https://docs.unifygtm.com/developers/api/sequences/sequences/pause.md): Pause a sequence, halting progress for all of its enrollments.
- [Resume sequence](https://docs.unifygtm.com/developers/api/sequences/sequences/resume.md): Resume a paused sequence.
- [Delete sequence](https://docs.unifygtm.com/developers/api/sequences/sequences/delete.md): Delete a sequence.
- [List sequence steps](https://docs.unifygtm.com/developers/api/sequences/sequences/list-steps.md): List the steps that make up a sequence.
- [Get sequence step](https://docs.unifygtm.com/developers/api/sequences/sequences/get-step.md): Retrieve a single step within a sequence.
- [Create enrollment](https://docs.unifygtm.com/developers/api/sequences/enrollments/create.md): Enroll a person in a sequence.
- [List enrollments](https://docs.unifygtm.com/developers/api/sequences/enrollments/list.md): List sequence enrollments, optionally filtered by sequence, person, mailbox, status, enrolling play, or update time.
- [Get enrollment](https://docs.unifygtm.com/developers/api/sequences/enrollments/get.md): Retrieve a single sequence enrollment by its ID.
- [Pause enrollment](https://docs.unifygtm.com/developers/api/sequences/enrollments/pause.md): Pause a sequence enrollment, halting the person's progress through the sequence.
- [Resume enrollment](https://docs.unifygtm.com/developers/api/sequences/enrollments/resume.md): Resume a paused sequence enrollment.
- [Delete enrollment](https://docs.unifygtm.com/developers/api/sequences/enrollments/delete.md): Delete a sequence enrollment, removing the person from the sequence.
- [Unify Tasks API](https://docs.unifygtm.com/developers/api/tasks/overview.md): Interact with tasks in the Unify platform.
- [List tasks](https://docs.unifygtm.com/developers/api/tasks/list.md): List tasks, optionally filtered by status, type, priority, assignee, or person.
- [Create task](https://docs.unifygtm.com/developers/api/tasks/create.md): Create a task for a person.
- [Get task](https://docs.unifygtm.com/developers/api/tasks/get.md): Retrieve a single task by its ID.
- [Update task](https://docs.unifygtm.com/developers/api/tasks/update.md): Update a task's assignee, priority, or due date.
- [Delete task](https://docs.unifygtm.com/developers/api/tasks/delete.md): Delete a task.
- [Complete task](https://docs.unifygtm.com/developers/api/tasks/complete.md): Mark a task as completed.
- [Unify Intent Client](https://docs.unifygtm.com/developers/intent-client/overview.md): Send website and product events directly into Unify with the native SDK.
- [Website tag](https://docs.unifygtm.com/developers/intent-client/website-tag.md): Set up the Unify Intent client on a marketing website.
- [Install React package](https://docs.unifygtm.com/developers/intent-client/react.md): Install the Unify Intent client in a React app.
- [Install JavaScript package](https://docs.unifygtm.com/developers/intent-client/js-client.md): Install the Unify Intent client in a frontend web application framework.
- [Usage guide](https://docs.unifygtm.com/developers/intent-client/usage-guide.md): Learn how to send events using the Unify Intent Client.
- [Unify Python library](https://docs.unifygtm.com/developers/sdks/python-library.md): Install and use the official Unify Python library.
- [Unify TypeScript library](https://docs.unifygtm.com/developers/sdks/typescript-library.md): Install and use the official Unify TypeScript library.

## OpenAPI Specs

- [openapi](https://docs.unifygtm.com/developers/api/sequences/openapi.json)