How to Integrate Orum + Unify: From Setup to First Call

Welcome to Unify University 🎓 | Orum + Unify Integration In this video, we’ll walk you through how to set up the Orum + Unify integration step-by-step, and show you how to run your day-to-day BDR workflow seamlessly between Orum, Unify, and your CRM (HubSpot or Salesforce). You’ll learn how to: ✅ Connect Orum to your CRM (HubSpot or Salesforce) ✅ Configure Salesforce reports to sync call tasks correctly ✅ Set up sequences in Unify with manual call steps ✅ Sync tasks across Unify → Salesforce → Orum automatically ✅ Run call sessions inside Orum while keeping everything logged in Salesforce and Unify This integration is designed to help sales reps save time, keep context, and run calling workflows more efficiently, without losing visibility across tools. 👉 Whether you’re just getting started or fine-tuning your outbound motion, this guide will help you set up Orum + Unify the right way. Follow: @Unifygtm Don’t forget to like, comment, and subscribe for more Unify University tutorials!