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UNITE FOR PRODUCT SALES & CRM

Automated and Secure movement of data for your Sales & CRM

Sales and RevOps can align pipeline, activity, and revenue attribution across CRM, outreach, calls, and web analytics using Unite.

Unite consolidates data from Salesforce, HubSpot, GoHighLevel, Pipedrive, and call/meeting tools into your destination—no code required.

Trusted by data driven companies

From eCommerce brands to SaaS platforms, Unite powers reliable and fast data pipelines across industries.

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How Unite helps

Unite’s automated data pipelines move data from one source to another in just 4 simple steps:

Plug-and-Play Connectors

Extract and analyse full sales funnel data from Leads /Contacts/Accounts/Opportunities, activities (emails, calls, meetings), dialers/call tracking, schedulers, from GoHighLevel, Salesforce, HubSpot, Zoho CRM, Pipedrive, CallRail/Aircall/RingCentral/Twilio, Calendly/Zoom — no engineering required.

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Automated Data Pipelines

Schedule secure ETL/ELT to land in BigQuery, Snowflake, Redshift, PostgreSQL or connect directly to Looker Studio/Power BI/Tableau for live dashboards.

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No-Code Interface

Build and monitor pipelines in a clean UI—no SQL or scripts. Unite handles schema evolution, backfills, and safe deduping. Deliver to your warehouse or connect BI directly.

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Unified Reporting

Evaluate Sales performance with a clear Sales funnel measuring the efficacy of your lead conversion strategies. Export to BigQuery, Snowflake, Looker Studio, or wherever your team works best.

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Make Smarter Decisions for your Sales Org with Unite

Unite turns raw sales activity into decisions that move the bottom line.

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Sales reporting that everyone trusts

Live, drillable dashboards for full sales funnel, SQL, MQL, Leads, Conversions —by region, segment, product, and sales rep.

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Attribution that follows revenue, not clicks

Join ad and web touchpoints (UTM, GA4) to CRM opportunities and booked revenue to see channel and campaign pipeline and closed-won impact—ending ROAS-only debates.

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Speed-to-lead & SLA enforcement

Track from form submit to first response, measure SLA breaches by source/rep, and trigger alerts for aging MQLs/SQLs so meetings happen faster.

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Revenue & renewal insights

Join CRM with billing/subscription data to track NRR/GRR, expansion/cross-sell, and churn signals—so Customer Success knows where to act before renewal.

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Popular Sales & CRM sources and destinations

Seamlessly connect your favourite marketing platforms and analytics tools with Unite.

"With Unite, we no longer juggle multiple dashboards or spend hours on manual reporting. All our marketing data flows into one place, giving us real-time insights to optimize campaigns and boost ROI."
- Sofia R., BrightWave Media
featureCase Studies

Real Stories. Real Impact.

Discover how businesses like yours are using Unite to transform their data workflows. These real-world case studies highlight the measurable results our clients have achieved.

ECD Digital Strategy builds an AI-ready warehouse and asks it questions
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ECD Digital Strategy builds an AI-ready warehouse and asks it questions

Unite brings six ad platforms and 10+ client accounts into one BigQuery warehouse. Claude answers questions against it in plain English, and written metric and schema definitions keep the numbers consistent every time.

Challenge

ECD Digital Strategy runs paid media for more than ten e-commerce and direct-to-consumer brands across six ad platforms. Every weekly client report meant six logins, six exports and six definitions of the same metric, reconciled by hand before the Monday call.

Solution & Results

Unite syncs all six ad platforms into ECD’s BigQuery warehouse daily, standardising fields as the data lands. Statfinity modelled the tables and wrote the metric, schema and data-quality definitions that keep answers consistent, then connected the warehouse to Claude. Account leads now ask questions in plain English instead of assembling exports. Weekly report prep fell from around four hours to around one, and cross-platform questions that were never worth the effort now take minutes.

Unite faq iconFAQ

Got Questions? We’ve Got Answers.

Everything you need to know before get start building your first pipeline.

LET’S BUILD SMARTER DATA PIPELINES — TOGETHER.

Whether you're migrating from another ETL platform or starting fresh, Unite helps your team launch reliable data pipelines fast. Need a demo, drop us a message below:

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