How to remove users and contacts from Unify

There are several ways to remove users and contacts from Unify depending on your specific needs and situation.

Self-Service Options

Opt Out Individual Contacts

To completely remove someone from receiving future outreach:

1. Go to the person's profile in Unify

2. Click the "Opt-out" button on their profile

This will entirely remove the person from receiving future outreach from your campaigns.

Remove Users from Unify

To remove a user from Unify:

1. Go to Settings → Workspace → Users

2. Find the user you want to remove

3. Remove or replace the user as needed

Note: If you have a HubSpot integration, you can remove users directly in Unify without deleting them from HubSpot. This is useful when you want to keep someone active in HubSpot but remove their Unify access. Alternatively, deleting users in HubSpot will automatically sync the removal to Unify on the next sync.

Remove Companies Using Exclusions

To prevent entire companies from being included in your outreach:

1. Go to Settings → Exclusions

2. Set up an exclusion using domain or company name is one of

3. Add the companies you want to exclude

Support-Assisted Deletions

For certain deletion requests, you'll need to contact Unify support:

Individual User Deletions

Contact support with the email addresses of users you need deleted. Include any regulatory deadlines or urgency in your request. Support can typically complete these deletions within one week, though they may accommodate faster timelines for regulatory compliance needs.

Bulk Contact Deletions

If you've accidentally uploaded a CSV with unwanted contacts or need to remove large numbers of contacts, support can help delete these in bulk. When requesting bulk deletions, provide as much context as possible about what needs to be removed.

Account Management

Support can also help with:

• Merging duplicate organizations

• Canceling duplicate accounts

• Removing unwanted organizational accounts

Important Notes

For GDPR or other regulatory compliance deletions, be sure to mention the specific regulation and any deadlines when contacting support. Support can provide confirmation of deletion when required for compliance purposes.