Unify Dialer: Getting Started

The Unify Dialer lets you call prospects directly from Unify, with no separate dialer, no tab switching, and no manual activity logging. Every call, disposition, note, transcript, and recording (when enabled) is saved to the person record and synced to your CRM.

Use single-call dialing when you want to call one prospect. Use Power Dialer when you have a queue of call tasks and want to move through them quickly.

What you can do

• Call prospects in the US, Canada, Germany, France, and the UK from anywhere a phone number appears in Unify.

• Use the Power Dialer to work through call tasks in a focused queue without manually opening each person record.

• Show a local outbound number based on the prospect’s location with Local Presence.

• Save notes and log dispositions, such as Connected, Voicemail left, No answer, Meeting booked, or Not interested in one click.

• Transcribe and record calls automatically, based on your team’s recording settings.

• Sync call activity back to Salesforce or HubSpot.

• Route prospect callbacks to your forwarding number.

• Use Chat to prep before a call with research, talk tracks, or scripts.

• Review team call performance in the calls dashboard.

Before you start

1. Activate Dialer. Admins can go to Settings → Dialer and click Activate.

2. Add and assign phone numbers. In Settings → Dialer → Phone numbers, admins can add phone numbers and assign them to reps. Each rep receives 5 US/Canada phone numbers at no additional charge. Additional and international numbers may use credits.

3. Set a forwarding number. Reps can add a number, such as their personal mobile phone, so callbacks route to them.

4. Confirm recording settings. Admins should review call recording settings and any compliance requirements before reps start calling.

Make a single call

1. Open a person record, call task, or phone-call sequence step.

2. Click the phone number to start the call in your browser.

3. Use the account activity, research, and notes in Unify to guide the conversation.

4. After the call, choose an outcome, add notes if needed, and save the activity.

Use Power Dialer

Power Dialer helps reps complete call tasks faster by reducing manual clicks and advancing to the next prospect after each call.

1. Open Tasks.

2. Click Power Dial in the top-right corner.

3. Review the next prospect’s context before dialing.

4. Place the call, then log the disposition and any notes.

5. Continue to the next queued call task without switching tabs.

What gets logged

Unify logs the call activity, disposition, notes, transcript, and recording when recording is enabled. The activity syncs to Salesforce or HubSpot so your CRM stays up to date without manual entry.

Track performance

Managers can open the calls dashboard to review dials, connect rate, meetings booked, and team activity.