Context

Unify GTM uses a credit-based system to manage usage of certain features, particularly around prospecting for new contacts. Users need to understand how credits are consumed and what activities require credits.

Answer

Credits in Unify GTM are primarily used when prospecting for new contact information. Here's how the credit system works:

• Email enrichment uses 2 credits per person

• Phone enrichment uses 4 credits per person

• Plays that search for new contacts will consume credits for each prospect attempt

• Using your own existing contact list and email addresses does not consume any credits. Similarly, uploading company lists from CSV files does not consume credits—credits are only used for enrichment and prospecting activities.

• Credits are priced based on volume purchased, with discounts at higher tiers:

  • 20K–49K credits: $0.10 per credit

  • 50K–199K credits: $0.09 per credit

  • 200K–499K credits: $0.08 per credit

  • 500K–999K credits: $0.06 per credit

  • 1M+ credits: $0.05 per credit

You can monitor your credit usage by visiting the Usage Dashboard in your account settings. This page shows a breakdown of how your credits are being used across different features.

Credit Notifications and Renewal:

• You will receive a notification when your credit balance falls below 20% of your total allocation

• Credits reset at contract renewal, giving you a fresh allocation for the new contract period

For best practices on managing credit spend, check your usage weekly or bi-weekly to identify any abnormal spikes and ensure healthy monthly usage patterns.

For more detailed information about the credit system, please refer to our documentation on credits.

Agent Credit Consumption and External Prospecting Behavior

Agent Credit Usage

Agent runs consume 1 credit per execution, regardless of whether the agent qualifies the prospect or not. This means you'll be charged credits even if the agent determines a prospect doesn't meet your criteria.

External Prospecting Credit Behavior

When using the “Prospect external only” option (“Use Unify Waterfall to Find up-to-date Prospects & Data”), credits are consumed for every prospect regardless of whether the contact already exists in your CRM or HubSpot. This option intentionally bypasses checking existing data sources to prioritize data freshness.

Important consideration: The external prospecting option is designed for scenarios where data freshness is critical and will result in higher credit consumption since it doesn't filter out existing contacts. This option is most beneficial for companies with outdated CRM data where accuracy is prioritized over credit efficiency.

Website Reveal Credit Consumption and Management

Website Reveal Credit Usage

• 0.1 credits are consumed for each website visitor session that Unify successfully identifies (called "website reveals")

• The same person visiting your website multiple times will consume 0.1 credits per session, not per unique person

• Website reveal credits are only consumed on pages where your Unify tracking tag is installed and Unify Intent is turned on

Managing Website Reveal Credit Consumption

• To control website reveal credit usage, place the Unify tracking tag strategically on high-intent pages (such as pricing, product, or demo pages) rather than on product login or app pages where existing customers frequently visit

• Use audience filters (e.g., company size, industry) to qualify traffic and reduce unnecessary credit consumption

• To temporarily pause Website Reveal, go to Settings → Data → Web & Product Data → Settings and toggle "Unify Reveal" off

• Monitor for unexpected credit spikes that may occur when customers repeatedly visit login pages or other high‑traffic areas where the tracking tag is installed