Build Value for Your CRM with Centralized Communication and Data Enrichment

All-in-One Inbox and Unified Messaging on Contact Profiles

Empower your platform with a unified inbox that centralizes all communication channels, enabling seamless multi-channel management directly within your CRM. Combine this with integrated contact profiles that unify message histories and enrich data with real-time LinkedIn updates. Simplify workflows, track interactions efficiently, and enhance user productivity—all in one place.

Unified Inbox for Multi-Channel Communication

Connect LinkedIn, email, and WhatsApp interactions directly to your CRM’s pipeline stages. With Unipile’s API, enable your users to centralize conversations while seamlessly linking them to specific opportunities within the pipeline. Enhance your CRM by integrating multi-channel messaging and helping sales teams track, engage, and convert leads more effectively.

Enrich Contact Profiles with Real-Time Data

Enhance the quality and accuracy of your CRM by automating contact enrichment. Whether it’s updating existing profiles with the latest data or adding rich insights from new lead searches, streamline workflows and unlock actionable intelligence for your users. Leverage LinkedIn data to track key changes like job transitions and skills updates without manual effort.

Enrich Leads Through Advanced Search

Enable your users to build enriched profiles directly from lead searches. By integrating LinkedIn search data, they can gather valuable insights into prospects’ roles, interests, experiences, and more. This feature empowers your users to create well-informed and targeted outreach strategies.

Integrated Calendar Sync to Boost Sales Productivity

Sales reps shouldn’t waste time chasing meeting confirmations. With Unipile’s Calendar API, your CRM platform can instantly sync sales reps’ calendars (Google, Outlook, etc.) and automate meeting scheduling with leads, right from the contact page.

Make it easy to book calls, sync availability across teams, and log all interactions in one place.

Real-Time Calendar Sync

Sync Google and Microsoft calendars for each sales rep. Ensure meeting slots are always up to date and avoid double-bookings.

1-Click Meeting Creation

Trigger meeting creation from lead activity: call requests, email replies, LinkedIn messages… Everything can become a scheduled meeting with contextual data included.

Connected Events + CRM Timeline

Push created events into the CRM timeline and associate them with contacts, opportunities, and deals—no more copy-paste between tools.

Streamlined Lead Generation and Outreach Campaigns

Effortlessly find and engage with the right prospects using advanced lead search and personalized outreach sequences. From identifying leads to launching multichannel campaigns, this feature ensures a seamless transition from discovery to engagement, boosting your users’ productivity and success rates.

Advanced Lead Search

Enable users to identify the right prospects with precision. Use filters like industry, location, role, and keywords to target leads that align with your business goals. This functionality ensures that your users focus their efforts on high-potential opportunities, making the most of their prospecting time.

Search Filters

Send LinkedIn InMails Effortlessly

Allow your users to seamlessly engage prospects through LinkedIn InMails, directly from your CRM. Leverage Unipile’s API to track credits and manage conversations with ease.

Launch Personalized Outreach Campaigns

Simplify the process of engaging with prospects by automating outreach sequences across channels like LinkedIn, email, and WhatsApp. From sending invitations and messages to follow-ups, create tailored campaigns that nurture relationships and drive conversions, all from within your CRM. Learn more about sequence setup in our documentation.

Empower Your Users with Analytics and Outreach Control

Provide detailed analytics and actionable insights to help your users optimize their outreach campaigns while maintaining compliance and efficiency.

Control Outreach Actions

Allow users to manage and monitor their daily activity limits across multiple channels. Ensure compliance and protect accounts with features like warm-up tracking and safe action thresholds.

Optimize Extension with Unipile’s API for Secure and Efficient Data Handling

Combine the power of your extension with Unipile’s API to offer secure, scalable, and enriched functionalities to your users. Simplify complex tasks like data enrichment and exporting results while maintaining robust security by centralizing API calls through your servers.

Automated Workflow for Contact Updates

A CRM extension allows users to quickly update or validate client information during their sales interactions. When a user modifies a contact’s details via the extension, the Unipile API is triggered to verify the updates against external sources (e.g., LinkedIn or company databases) and enrich the profile with missing data, such as contact numbers or recent job changes. The extension ensures an intuitive front-end experience, while the API handles secure data processing in the background.

Integrate Unipile’s API Quickly and Maintenance-Free

Simplify the process of integrating Unipile’s API into your CRM, developed specifically for seamless compatibility with all major CRMs on the market. Ensure a quick and efficient setup with minimal time investment, delivering advanced communication features to your users without the hassle of ongoing maintenance.

FAQs