Unify

What is Unify

Unify is a warm outbound platform that helps B2B revenue teams identify ready-to-buy prospects using intent signals, automate research and personalization with AI agents, and execute multi-channel outreach sequences — all from a single unified system. Where traditional outbound starts with cold lists and generic templates, Unify starts with signal detection: tracking intent events (website visits, job changes, funding rounds, hiring signals, product usage, G2 reviews, and more) to surface prospects who are demonstrably in-market, then automating the research and personalization required to reach those prospects with relevant messages at the right moment. Customers like Perplexity and Together AI have reported pipeline growth of up to $40M annually using signal-driven outbound through Unify.

Unify's architecture centers on three connected layers. The Signals layer ingests and processes intent data from multiple sources — website visitor identification, first-party product signals, third-party intent data, and company/person event triggers — to surface high-priority accounts and contacts. The Plays layer allows revenue teams to build automated, repeatable outbound workflows (called "plays") that trigger when specific signal conditions are met, automatically pulling in research about the prospect, generating personalized messaging using AI agents, and enrolling the contact into a multi-channel sequence. The Sequences layer executes the outreach across email (with managed deliverability through built-in mailbox infrastructure) and LinkedIn, with end-to-end reporting on pipeline generated. Setup complexity is rated Senior — Unify is a sophisticated platform that rewards investment in signal configuration and play design.

Unify is not a cold outreach tool, a CRM, or a simple LinkedIn automation platform. It is purpose-built for warm outbound — outreach triggered by intent signals rather than cold lists. It does not replace CRM systems or manage inbound leads. It is best suited for growth, sales, and revenue operations teams at fast-growing B2B companies that have meaningful intent signal sources (website traffic, product usage data, or third-party intent subscriptions) and want to automate the process of converting those signals into personalized pipeline. Teams without signal sources or those seeking basic email sequencing will find better value in simpler, lower-cost tools.

How Unify Works

Unify operates as a signal-to-sequence engine. The workflow begins with signal ingestion: Unify connects to your intent data sources — installing a website tracking pixel for visitor identification, connecting product analytics for first-party usage signals, and integrating third-party intent providers (G2, Bombora, etc.) for third-party buying signals. Company and person-level events (job changes, funding rounds, hiring activity, tech stack changes) are also monitored as trigger signals.

When a signal fires that matches a configured threshold — say, a target-ICP company visiting your pricing page three times in a week, or a VP of Sales at a target account changing jobs — Unify's Plays engine activates. AI research agents automatically gather context about the prospect: their LinkedIn profile, recent posts, company news, tech stack, and other relevant signals. This research feeds into AI-powered message generation that crafts a personalized outreach message referencing the specific signal and contextual details — not a template with variable substitution, but genuinely researched, contextually appropriate copy. The contact is then enrolled into a multi-channel sequence combining email (sent through Unify's managed mailbox infrastructure with built-in deliverability optimization) and LinkedIn outreach steps. End-to-end reporting tracks signal-to-meeting conversion rates, email performance, and pipeline attribution.

Key Features

Unify delivers a unified warm outbound system combining intent signals, AI research agents, personalized messaging, and managed multi-channel sequences in one platform:

Who Should Use Unify

Unify is recommended for growth, sales, and revenue operations teams at fast-growing B2B companies that want to replace cold, list-based outbound with signal-driven warm outbound — automatically converting intent signals into personalized pipeline at scale.

Perfect For:

• B2B SaaS and tech companies with meaningful first-party intent signals (product usage, website traffic) — Unify's highest-leverage use case is for companies that have product usage data, website traffic, or trial/freemium signals and want to operationalize those signals into outbound pipeline. When a target-ICP user signs up for a trial, uses a key feature, or reaches a usage threshold, Unify can automatically trigger a personalized outreach sequence from the right rep at the right time — with AI-generated messaging that references the specific product behavior. For PLG companies looking to convert product-qualified leads (PQLs) into sales conversations without manual rep effort, Unify provides a direct automation layer between product signals and pipeline
• Revenue teams running account-based outbound that need signal-triggered, personalized sequences at scale — Unify is purpose-built for teams that have moved beyond spray-and-pray cold email and want to run precision outbound triggered by buying signals. Rather than sending 1,000 generic cold emails per week, Unify enables teams to send 200 highly relevant, signal-triggered messages to accounts that are demonstrably in-market — resulting in significantly higher reply rates and pipeline quality. Customers report reply rates and pipeline conversion that would be impossible with generic cold outreach. For revenue teams with an account-based motion and a clear ICP, Unify provides the infrastructure to run that motion at scale without proportional headcount growth
• Growth and RevOps teams that want to build repeatable, automated outbound plays without ongoing manual management — Unify's Plays system lets teams codify their best outbound workflows into automated, signal-triggered sequences that run without manual intervention. Once a play is configured — say, "when a VP of Sales at a Series B+ SaaS company visits our pricing page, research them, generate a personalized email referencing their recent LinkedIn activity, and enroll them in a 4-touch email + LinkedIn sequence" — it runs automatically whenever the conditions are met. For RevOps teams that want to scale outbound without scaling headcount, Unify converts strategic plays into automated execution
• Fast-growing startups and scale-ups that need enterprise-grade outbound infrastructure without enterprise complexity — Unify's Growth plan ($1,460/mo) provides a credible starting point for companies that have outgrown simple cold email tools and need signal-based intelligence, AI personalization, and managed deliverability in one system. Customers like Perplexity and Together AI are notable for their sophisticated GTM motions — Unify is positioned for companies at that growth stage where signal-driven warm outbound provides a meaningful competitive advantage over traditional cold outreach. The built-in managed mailbox infrastructure eliminates the need to manage separate deliverability tools
• Teams that currently use multiple point tools (visitor identification + enrichment + email sequencer + deliverability tool) and want to consolidate — Unify replaces a stack that might include Clearbit/Warmly for visitor identification, Clay for enrichment and personalization, Outreach/Salesloft for sequencing, and Smartlead/Instantly for deliverability — with a single integrated platform. For teams paying for multiple point solutions and spending significant RevOps time maintaining the integrations between them, Unify's unified architecture reduces both tool spend and operational complexity, while providing better signal-to-sequence speed than any manually integrated stack

How to Use Unify

Book a demo at go.coldiq.com/unify to select your plan and begin onboarding. Unify connects your intent signal sources, you configure your ICP and play triggers, and the platform automatically identifies in-market prospects, generates personalized outreach, and executes multi-channel sequences — turning signal activity into pipeline on autopilot.

Step-by-Step Process:

• Book a Demo & Select Your Plan: Start by booking a demo at go.coldiq.com/unify. Unify's Growth plan ($1,460/mo billed annually) includes 50,000 credits, 1 user, 8 mailboxes, and onboarding support — the entry point for teams wanting to get signal-based warm outbound running quickly. Additional users are $100/user/mo and additional mailboxes are $25/mailbox/mo. The Pro plan (contact sales · 200K credits · 2 users · 20 mailboxes) and Enterprise plan (contact sales · 600K credits · 5 users · 40 mailboxes · white-glove support) are for larger teams with higher outreach volumes. There is no free plan; demos are the evaluation path. Unify's onboarding team works with you to configure signal sources and initial plays during the setup process
• Connect Your Signal Sources: During onboarding, connect Unify to your intent data sources. For website visitor identification, install Unify's tracking pixel on your website — this de-anonymizes company-level visitors and maps page visits to contact records. For first-party product signals, connect your product analytics platform to surface usage events, trial activity, and feature adoption signals. For third-party intent, connect providers like G2, Bombora, or TechTarget if you subscribe to those services. Person-level signals (job changes, promotions) and company-level events (funding rounds, headcount growth, hiring for specific roles) are monitored automatically. The richness of your signal sources directly determines the volume and quality of outreach Unify can automate
• Define Your ICP & Configure Signal Thresholds: Configure your ideal customer profile — the company attributes (industry, size, funding stage, tech stack, geography) and contact attributes (job title, seniority, function) that define your best-fit accounts. Then configure signal thresholds: the specific conditions that trigger a play (e.g., "a VP of Engineering at a 100–500 person SaaS company visits the pricing page 2+ times in 7 days" or "a target-ICP company posts a LinkedIn job for a Head of Sales"). Threshold configuration is the highest-leverage setup activity — precise signal conditions produce high-quality outreach triggers; overly broad conditions generate noise. Unify's onboarding team helps calibrate thresholds based on your historical conversion data during initial setup
• Build Your Plays: Plays are the automated workflows that fire when a signal threshold is met. Each play defines: which signal(s) trigger it, what AI research the agent should conduct about the prospect (LinkedIn profile, recent posts, company news, specific data points), what personalization angle the message should take (referencing the triggering signal and research findings), which sequence template to use (number of touches, channel mix of email and LinkedIn, timing and spacing), and which rep the sequence should be attributed to. Start with two or three high-conviction plays for your top signal types — then expand as you observe conversion data. Unify's play library includes templates for common signal types (pricing page visits, job changes, funding rounds) that can be adapted to your specific ICP and messaging
• Monitor Performance & Optimize: Unify's end-to-end reporting dashboard tracks signal volume, play trigger rates, sequence enrollment, email open and reply rates, meetings booked, and pipeline attributed — with full signal-to-revenue attribution. Use this data to identify which signals produce the highest-quality pipeline (highest show rate, fastest close, largest ACV) and double down on plays for those signals. Monitor deliverability metrics for the managed mailboxes and adjust sending volume if needed. Unify University, the Resource Library, and monthly growth meetings with the Unify team provide ongoing support for play optimization and new signal source integration as your program matures

Unify Pricing

Unify starts at $1,460/mo (billed annually · 50K credits · 1 user · 8 mailboxes). Pro and Enterprise contact sales. $100/user/mo + $25/mailbox/mo add-ons. Demo available. →