# Unify

> Unify is an AI-native go-to-market platform that combines buying signals such as website visits, job changes, funding, hiring, technology changes, and web search activity with a data layer covering 1.1 billion people and 65 million companies, then runs Plays that trigger on those signals to enrich, research with AI agents, qualify, and enrol buyers into multichannel sequences; it has a free plan, self-serve tiers at $20 and $60 per seat per month, and a sales-quoted Business tier where website intent and signal-triggered automation live.

- Category: Buying Signals & Intent (https://saastracker.org/categories/intent-signals)
- Website: https://www.unifygtm.com
- Starting price: $0 (Free), then $20 per seat per month (Base)
- Free plan: Free includes limited credits, AI outbound, the full 1.1 billion people and 65 million company data layer, multichannel sequencing, standard language models, and up to 3 seats.
- Free trial: 14 days of full access on Pro, no credit card required
- Founded: 2023, HQ: San Francisco, California, United States, Ownership: Venture-backed
- Profile last reviewed: 2026-08-22
- Canonical profile: https://saastracker.org/products/unify

## Overview

Unify was founded in 2023 by Austin Hughes and Connor Heggie, and the origin story explains the product. Hughes ran outbound at Ramp and watched cold email stop working the way it had for a decade. The conclusion was not to send more email but to send only when something had happened, and to make the thing that happened do the work of personalising the message. That is what Unify sells: signal detection and outbound execution collapsed into one system, so the context that triggered the play is still attached when the first touch goes out.

The company came out of the OpenAI Converge accelerator, raised $12 million in a Series A in October 2024, and followed it with a $40 million Series B in July 2025 led by Battery Ventures with the OpenAI Startup Fund, Thrive Capital, Emergence Capital, and Abstract Ventures participating. Customers cited publicly include Cursor and Perplexity, which is a telling list: Unify sells best to fast-growing technology companies whose buyers are already visible in the signal layer.

The structure a small business needs to understand is the tier boundary. Free gives you limited credits, the full people and company data layer, multichannel sequencing, and up to three seats. Base at $20 per seat per month adds AI email copywriting, job change signals, and phone and email enrichment with unlimited seats. Pro at $60 per seat per month adds read-only HubSpot and Salesforce sync and Slack notifications, with a 14-day full-access trial and no credit card required. Website intent, product signals, signal-triggered automations, read-write CRM sync, managed mailboxes, and the advanced language models all sit on the Business tier, which is custom-priced and billed annually.

That boundary is the whole buying decision. Unify passes the self-serve test comfortably, and a startup can run job-change-triggered outbound on Base for $20 a seat. But the headline product, the one the marketing is about, where a website visit automatically triggers an agent to research the account and enrol the right person in a sequence, is behind a sales conversation. Buy the self-serve tiers for what they actually contain, not for the demo you watched.

## How it works

1. You connect your sources. Unify ingests from more than forty data providers plus your own CRM, and on the Business tier a website tag feeds visitor and product signals into the same pool. The result is one account and person graph rather than a set of disconnected alert feeds.

2. You define a Play. A Play is a triggered workflow: pick a signal such as a job change, a funding event, a hiring push, a technology change, or a website visit, then chain the actions that should follow. Enrichment, AI agent research, qualification logic, sequence enrolment, manual task creation, and Slack alerts are all steps you can place in the chain.

3. When the signal fires, the agent works before a human sees anything. Unify's agents browse the web, read the account's site, and pull together the reasoning for why this account matters right now, then use that research to write the first touch rather than dropping a generic template with a merge field.

4. Qualified buyers are enrolled into multichannel sequences that mix automated email, manual tasks, call steps, and social touches, with the signal context carried through to the message. Reporting attributes pipeline back to the Play, so you can see which signal definitions actually produce revenue and retire the ones that do not.

## Best for

Fast-growing technology companies with a real outbound motion who want signal detection, AI research, and sending from one vendor instead of three, and small teams who want to start free or at $20 a seat on job-change-triggered outbound before committing to the full signal platform.

## Not the right fit for

- Buyers who want website visitor identification without a sales call. Website intent and product signals are Business tier only, so the self-serve plans will not do the thing most people assume Unify is for.
- Teams with no outbound motion at all. Unify is an execution platform first, and if nobody is going to send the sequence the signal layer is an expensive news feed.
- Companies that want a read-write CRM as the system of record on a self-serve budget. Sync is read-only on Pro and read-write only on Business, which limits how much of your process can live in the CRM.
- Very small or low-ACV businesses. Per-seat pricing plus credit consumption plus a strong pull toward the annual Business tier makes the effective cost climb quickly once the tool works.
- Anyone who needs signal data as raw records for their own engine. Unify is opinionated about the workflow; if you want dated, source-linked datasets to build on, an API-first provider is a better fit.

## Features

### Signals

More than forty signal types, but with a hard split between the self-serve tiers and Business.

- **Job change signals**: Detect when a contact moves roles or companies, which is the champion-follows-you motion. Available from the Base tier at $20 per seat per month, which is unusually cheap for this signal type.
- **Website visit signals**: Identify accounts and people visiting your site and use the visit as a Play trigger. This sits on the Business tier, so it is not part of the self-serve product.
- **Product usage signals**: Trigger on in-product behaviour for product-led motions, such as an account crossing an activation threshold. Business tier only.
- **Funding events**: New rounds surface as account-level triggers, which is the classic budget-just-appeared signal.
- **Hiring signals**: Open roles and recruitment activity indicate a team being built around a problem, and are usable as a Play trigger to reach the hiring manager before the team exists.
- **Technology change signals**: Detect additions or removals in an account's stack, which is how you catch a competitor's tag disappearing or a prerequisite technology appearing.
- **Web search activity**: Third-party research behaviour contributes to account-level intent scoring alongside first-party signals.
- **Signal-triggered automation**: Firing a Play automatically off a signal rather than reviewing a list is a Business-tier capability. On self-serve plans you get the signals and the sequencing but not the automatic trigger.

### Data and enrichment

The record layer underneath the signals.

- **1.1 billion people and 65 million companies**: The core database is included even on the free plan, which is rare; most vendors gate the data and give away the interface.
- **Forty or more integrated data sources**: Rather than reselling one provider, Unify blends sources so a failed lookup at one falls through to the next.
- **Waterfall email and phone enrichment**: Contact resolution runs through multiple providers in sequence to raise match rates, available from the Base tier.
- **Email validation**: Addresses are verified before sending, which protects the deliverability of the mailboxes you attach.

### AI agents and research

The layer that decides whether a signal is worth acting on and what to say.

- **Research agents**: Agents scrape websites, browse the open web, and analyse an account to qualify it, so a human is not doing thirty minutes of tab-opening per triggered signal.
- **Conversational agent interface**: A single chat surface with access to CRM data and your sales process, used to research and engage prospects without moving between screens.
- **AI email copywriting**: First touches are written from the signal and the research rather than from a template, and this is included from the Base tier rather than reserved for enterprise.
- **Advanced language models**: Self-serve tiers use standard models; the higher-quality model tier is a Business-plan feature, which is worth knowing when you judge output quality during a trial.

### Plays and execution

Where Unify stops being a dashboard and starts creating work.

- **Plays**: Triggered workflows that chain enrichment, prospecting, agent research, sequencing, and Slack alerts from a chosen signal, with the signal context carried through to the first touch.
- **Multichannel sequences**: Automated email, manual tasks, call steps, and social engagement coordinated in one flow, so the follow-up is not split across three tools.
- **Managed mailboxes**: Unify will provision and manage the sending infrastructure on the Business tier, removing the domain and warm-up work from your plate.
- **Dialer**: A calling capability described as being in beta on the Business tier, for teams whose follow-up is a phone call.
- **Play-level reporting**: Pipeline is attributed to the Play that generated it, which is how you kill signal definitions that produce activity but no revenue.

### Integrations and routing

How Unify fits the rest of your stack, with a tier caveat on CRM sync.

- **HubSpot and Salesforce sync**: Read-only sync from the Pro tier at $60 per seat per month; read-write sync requires Business. This is the single most important tier detail for a CRM-centric team.
- **Slack notifications**: Signal alerts land in a channel from the Pro tier, which is how small teams actually consume signals.
- **Full integration catalogue on Business**: The complete connector set, including the deeper operational integrations, is a Business-tier entitlement.
- **Unlimited seats from Base**: The free plan caps at three seats, but Base and above allow unlimited seats, so access is a per-seat cost decision rather than a plan ceiling.

## Use cases

- **Series A startup with two SDRs and a signal thesis**: Cold sequences have collapsed to a one percent reply rate and the team knows the answer is triggered outbound, but the vendors that do it properly quote five figures a year. Outcome: Base at $20 a seat gives them job change signals, waterfall enrichment, and AI-written first touches. They run the champion-moves motion for a quarter, prove it produces pipeline, and only then take the Business conversation about website intent.
- **Head of growth at a product-led company**: Thousands of self-serve signups a month and no way to tell which ones are worth a human, so sales either ignores the funnel or spams it. Outcome: On Business, product usage signals trigger a Play when an account crosses an activation threshold, an agent researches the company, and the right buyer is enrolled in a sequence that references what the team actually did in the product.
- **Founder doing outbound personally**: No sales team, no budget for a stack of four tools, and no time to research each account before writing to it. Outcome: The free plan supplies the data layer and multichannel sequencing for up to three seats, and the conversational agent handles the research so each message is grounded in something real rather than a first-name merge field.
- **Revenue operations lead consolidating tooling**: A signal vendor, an enrichment vendor, and a sequencer that do not talk to each other, with context lost at every handoff and three renewals to manage. Outcome: Plays run detection, enrichment, research, and sending in one system with signal context intact at the first touch, and Play-level reporting shows which signals produce pipeline rather than which tool produced activity.

## Pricing

Per-seat subscription with a monthly credit allowance per seat, plus a custom-priced annual Business tier that holds the intent and automation features.

- **Free**: $0 per month. Limited credits; Access to 1.1B people and 65M companies; Multichannel sequencing; Standard language models; Up to 3 seats. A genuinely usable evaluation tier, but with no job change signals and no CRM sync.
- **Base**: $20 per seat per month. 800 credits per seat per month; AI email copywriting; Job change signals; Phone and email enrichment; Unlimited seats. The cheapest credible job-change motion on the market, and the tier most small teams should start on.
- **Pro**: $60 per seat per month. 2,400 credits per seat per month; Everything in Base; HubSpot and Salesforce sync, read-only; Slack notifications; 14-day full-access trial. Read-only CRM sync is the catch; if you need Unify writing back to Salesforce you are on Business.
- **Business**: Custom billed annually. Custom credit pool per workspace; Website intent and product signals; Signal-triggered automations; Read-write CRM sync and all integrations; Advanced language models, managed mailboxes, and dialer in beta. This is where the product the marketing describes actually lives, and it requires a sales conversation.

Billing notes:

- Credits are allocated per seat on Base and Pro, so adding a seat adds both cost and capacity; on Business the pool is shared across the workspace.
- Business is billed annually, which is a meaningful commitment step up from month-to-month self-serve plans.
- The Pro trial is fourteen days with full access and no credit card, which is a fair way to test the sequencing engine before paying.
- Website intent, product signals, and signal-triggered automation are all Business entitlements; a self-serve buyer expecting them will be disappointed.
- Unlimited seats from Base upward means access is never a plan blocker, only a per-seat cost, which suits teams where marketing and sales both need visibility.

Value assessment: Judged on the self-serve tiers alone, Unify is good value and honest about it: $20 a seat for job change signals, waterfall enrichment, AI copywriting, and multichannel sequencing undercuts buying a signal tool and a sequencer separately, and the free plan hands you the full data layer rather than a crippled demo. Judged against the marketing, it is a trap for the unwary, because the website intent and automatic signal triggering that make Unify look like a signal platform are annual Business features with no published price. The right way to buy it is to treat Base or Pro as a complete product for triggered outbound off job changes and funding, and to treat Business as a separate decision you make after that motion has produced pipeline.

## Strengths

- Signal, research, and send in one system, so the context that triggered the play is still attached when the message goes out instead of being lost across three vendors.
- The free plan includes the full 1.1 billion people and 65 million company data layer, which is far more generous than the usual gated trial.
- Job change signals at $20 per seat per month undercut the dedicated job-change vendors by roughly two orders of magnitude.
- Research agents that browse the live web produce first touches grounded in something specific, which is the difference between triggered outbound and templated outbound.
- Play-level pipeline attribution makes it possible to retire signal definitions that generate activity without revenue, which most signal tools cannot show you.
- Unlimited seats from the $20 tier upward, so marketing, sales, and founders can all sit in the same workspace without a plan upgrade.
- Strongly funded after a $40 million Series B led by Battery Ventures, with the OpenAI Startup Fund and Thrive participating, and reference customers such as Cursor and Perplexity.

## Limitations

- The headline capabilities, website intent, product signals, and automatic signal triggering, are all on the sales-quoted annual Business tier, which undercuts the self-serve story.
- CRM sync is read-only until Business, so a self-serve buyer cannot make Unify write back to Salesforce or HubSpot.
- Self-serve tiers use standard language models rather than the advanced tier, so trial output quality is not the output quality a Business customer sees.
- Per-seat pricing plus per-seat credits means the bill scales with headcount even when signal volume does not.
- It is an execution platform, so if you are not going to send sequences the signal layer is doing less for you than a cheaper alert tool would.
- The company is young and moving fast, with the product repositioning from warm outbound in 2024 to a full signal and agent platform by 2026; expect the tier boundaries to keep moving.

## Comparisons

- **Unify vs Trigify**: Trigify goes deeper on public social and community signals and exposes everything through an API, CLI, and MCP for $40 a month flat, but it stops at routing and expects you to bring a sequencer. Unify detects, researches, and sends in one system, starting free and at $20 per seat. Pick Unify if you want the whole motion from one vendor and your signals are firmographic events; pick Trigify if your buyers live in public conversations and you want the raw signal in your own stack.
- **Unify vs Factors.ai**: Factors is a marketing-side platform: website de-anonymization, LinkedIn ad intent, G2 activity, and multi-touch attribution, with a genuinely free Lite tier and paid plans that need a demo. Unify is a sales-side platform that ends in a sent sequence. Choose Factors if the question is which accounts are researching us and what marketing caused it; choose Unify if the question is who do we contact today and what do we say.
- **Unify vs Aomni**: Aomni is a deep research agent for accounts you have already chosen, building account plans and tailored materials at $300 per month with a free starter tier. Unify does lighter research but attaches it to a trigger and a sequence. A team with a defined enterprise target list and long cycles gets more from Aomni; a team running volume off signals gets more from Unify, and Unify's research layer is usually good enough that Aomni becomes redundant.
- **Unify vs Clay**: Clay is the orchestration substrate: chain a hundred and fifty data providers, write your own waterfalls, and build whatever signal logic you can imagine, at the cost of building and maintaining it yourself. Unify is the opinionated version of the same idea with sending included. Teams with a dedicated GTM engineer usually prefer Clay's ceiling; teams without one get to production much faster on Unify.

## Implementation

- Setup time: A day to be sending on the self-serve tiers: create an account, connect a mailbox, import or build a list, and launch a sequence. Business deployments take longer because the website tag, product event feed, and read-write CRM mapping all have to be configured and validated.
- Learning curve: Moderate. Sequences are familiar to anyone who has used an outbound tool, but Plays require thinking in triggers rather than lists, and teams coming from static list building tend to build Plays that fire far too broadly at first.
- Onboarding: Free, Base, and Pro are entirely self-serve with a fourteen-day full-access Pro trial and no credit card required. Business runs through a sales process and an annual contract.
- Migration: Contacts and sequences import from an existing sequencer without much drama, but sending reputation does not migrate: if Unify becomes your sending layer, new domains and mailboxes need warming first. CRM history stays where it is, and on Pro the read-only sync means Unify reads your CRM rather than reshaping it, which makes the initial connection low-risk.

## Platform, API & security

- Platforms: Web application, Email sending infrastructure, Managed mailboxes on Business, Dialer in beta on Business
- API: Integrations centre on native CRM connectors and Slack rather than a published public API on the self-serve tiers; the full integration catalogue is a Business-tier entitlement.
- Compliance: GDPR obligations apply to enriched contact data and outbound sending, Enterprise security documentation available through the Business sales process
- Data residency: Not published on the pricing page; ask during the Business process if you have a requirement.
- SSO: Not advertised on self-serve tiers; expect it to be part of the Business conversation.
- Security notes: Unify both stores enriched personal data and sends on your behalf, so it sits inside two regulated surfaces at once. Teams sending into the EU should confirm their lawful basis for processing before scaling a Play, because the tool makes it very easy to contact a large number of identified individuals quickly.

## Support

- Channels: Email support, In-app support, Dedicated support on Business
- Documentation: Product documentation and an explore library of signal playbooks covering hiring signals, job changes, and other trigger types.
- Community: Active content and playbook publishing from the founding team; no large formal user community.

## Company

- Founded: 2023
- Founders: Austin Hughes, Connor Heggie
- Headquarters: San Francisco, California, United States
- Ownership: Venture-backed
- Employees: Not disclosed
- Funding: Approximately $52 million raised, including a $12 million Series A in October 2024 and a $40 million Series B in July 2025 led by Battery Ventures.

Funding history:

- Series A (2024): $12M. Announced in October 2024 after the company graduated from the OpenAI Converge accelerator, positioned around warm outbound.
- Series B (2025): $40M. Led by Battery Ventures in July 2025 with the OpenAI Startup Fund, Thrive Capital, Emergence Capital, and Abstract Ventures participating, roughly nine months after the Series A.

Timeline:

- 2023: Founded by Austin Hughes and Connor Heggie, built on the thesis that cold outbound had stopped working and that outreach should be triggered by events rather than lists.
- 2024: Graduates from the OpenAI Converge accelerator and raises a $12 million Series A, positioned around warm outbound messaging.
- 2025: Raises a $40 million Series B led by Battery Ventures with the OpenAI Startup Fund and Thrive Capital participating, with Cursor and Perplexity cited as customers.
- 2026: Expands into a full signal and agent platform with Plays, research agents, multichannel sequences, managed mailboxes, and a dialer in beta, alongside a free tier and $20 and $60 per seat self-serve plans.

## Integrations

Salesforce, HubSpot, Slack, Email sending via connected or managed mailboxes, Forty or more upstream data providers, Website tag for visitor signals on Business, Product event ingestion on Business, Dialer in beta on Business

## FAQ

### What is Unify?

Unify is an AI-native go-to-market platform that turns buying signals into sent outreach. It detects events such as job changes, funding rounds, hiring pushes, technology changes, website visits, and product usage, then runs Plays that enrich the account, research it with AI agents, qualify it, and enrol the right person into a multichannel sequence, with the signal context carried through into the message.

### How much does Unify cost?

There is a free plan with limited credits, the full data layer, multichannel sequencing, and up to three seats. Base is $20 per seat per month with 800 credits per seat, job change signals, and enrichment. Pro is $60 per seat per month with 2,400 credits per seat, read-only Salesforce and HubSpot sync, and Slack alerts, with a fourteen-day full-access trial. Business is custom-priced and billed annually.

### Can I get website visitor identification on the self-serve plans?

No, and this is the most important thing to know before buying. Website intent, product usage signals, and signal-triggered automations are all Business-tier features requiring a sales conversation and an annual contract. On Free, Base, and Pro you get the data layer, job change signals from Base, sequencing, and AI copywriting, but not automatic triggering off site visits.

### Which signals does Unify cover and where do they come from?

Unify blends more than forty signal types from more than forty upstream data sources plus your own first-party data. Firmographic events such as job changes, funding, hiring, and technology changes come from the third-party layer. Website visits and product usage are first-party signals fed by a site tag and event ingestion, and those are Business-tier only. Third-party web search activity contributes to account-level intent scoring.

### Does Unify end at a dashboard or does it actually do something?

It does something, and that is the point of the product. A Play chains enrichment, agent research, qualification, sequence enrolment, manual task creation, and Slack alerts off a signal, and Unify sends the email itself through connected or managed mailboxes. It is one of the few tools in this category that owns the whole path from event to first touch rather than handing the signal to a separate sequencer.

### How does Unify handle false positives?

With a qualification layer rather than a raw feed. AI research agents browse the account's site and the open web to judge whether the account genuinely fits before anything is sent, and Plays can carry filter logic before the sequence step. Play-level reporting then shows which signal definitions produced pipeline, which is the real feedback loop for tightening triggers. The risk is that automation makes over-broad Plays expensive fast, because every false positive consumes credits and burns a sending reputation.

### What does it cost to act on a signal?

Credits, and they are allocated per seat on the self-serve tiers: 800 per seat on Base and 2,400 per seat on Pro. Enrichment, agent research, and prospecting all consume them, so a Play that fires on a broad signal and researches every account will exhaust an allowance quickly. On Business the pool is workspace-wide and custom-sized, which is a better fit once volume is real.

### Does Unify sync with Salesforce and HubSpot?

Yes, with a tier caveat. Read-only sync starts on the Pro tier at $60 per seat per month, meaning Unify can read your CRM to inform Plays. Read-write sync, which lets Unify create and update records in your CRM, requires the Business tier. If the CRM must remain your system of record and Unify must write to it, budget for Business.

### Who founded Unify and how is it funded?

Unify was founded in 2023 by Austin Hughes and Connor Heggie and is based in San Francisco. Hughes previously led outbound at Ramp. The company graduated from the OpenAI Converge accelerator, raised a $12 million Series A in October 2024, and raised a $40 million Series B in July 2025 led by Battery Ventures with the OpenAI Startup Fund, Thrive Capital, Emergence Capital, and Abstract Ventures participating.

### Is Unify a replacement for my sequencer?

For most small teams, yes. Multichannel sequences with automated email, manual tasks, call steps, and social touches are included from the free plan, and Business adds managed mailboxes and a dialer in beta. The reason to keep a separate sequencer is if your existing tool holds years of sending reputation and templates you do not want to rebuild, since domain warm-up does not transfer between vendors.

## Editorial verdict

Unify is the most complete answer in this category to the question of what happens after the signal fires, and for once the answer is not a dashboard. Plays run detection, enrichment, agent research, qualification, and sending in one system, and the free plan hands you the full data layer rather than a crippled sample. Buy Base at $20 a seat if you want a cheap, honest job-change motion with AI-written first touches, and treat that as a complete product. The caution is the tier boundary: website intent, product usage signals, automatic signal triggering, read-write CRM sync, and the better language models all sit behind an annual Business contract with no published price, which means the product most people think they are evaluating is not the one on the self-serve card. Evaluate what you can buy, prove the motion, then have the Business conversation from a position of evidence.

## SaaSTracker awards

- Momentum (Buying Signals & Intent, Summer 2026): "Signal fires, agent researches, sequence sends: Unify collapsed the intent stack into one product and grew like it."

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Source: SaaSTracker (https://saastracker.org), an independent editorial project. This profile is compiled from public information, carries no peer reviews or paid placement, and was last reviewed 2026-08-22. Awards are judged on published criteria: https://saastracker.org/methodology