Inbound Intent Capture Plays

Our best customers use Unify not only for Outbound, but also to capture Inbound intent that falls through the cracks. Record inbound interest in your CRM to automate follow-up with Unify.

1. Form Fill Dropoff Play: Anytime someone fills a demo form but doesn’t book a meeting, stamp that on a CRM custom field (”form fill dropoff”)

   1. Create a custom audience in Unify that pulls from this field. Create a play that sequences this audience with a meeting-booking link

2. Product Demo: Anytime someone takes a product demo, stamp to custom SFDC field

   1. Create a custom audience in Unify that pulls from this field. Create a play that sequences this audience with a meeting-booking link

3. Downloadable Content (Whitepaper, etc.): Anytime someone downloads gated content on their website, stamp to custom SFDC field

   1. Create a custom audience in Unify that pulls from this field. Create a play that sequences this audience with a meeting-booking link.

4. No-Shows: Create a CRM field for meeting no shows. If someone doesn’t show up, the rep toggles to TRUE.

   1. Create a custom audience in Unify that pulls from this field. Create a play that sequences this audience with a meeting-booking link and “sorry to miss you!” CTA.

   2. Tip: Because a no-show is time-sensitive, make sure you use a separate mailbox or primary to avoid a delay from a backlog.

5. MQL Follow-Up: Track MQLs as “leads” (e.g., not as an open opportunity).

   1. Create a custom audience in Unify that pulls from this field. Create a play that sequences this audience any time an MQL has no activity for [7] days. The play can have an agent qualify the MQL and either send a DQ email or meeting-booking link.