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Intro to Mailbox Routing

261 views· 1 likes· 2:51· Jul 2, 2025

Welcome to Unify University 🎓 | Unify 101: Mailbox Routing In this tutorial, you’ll learn how to configure Mailbox Routing in your Unify plays to ensure every prospect receives the right message from the right sender—automatically. You’ll learn how to: ✅ Route emails manually by selecting specific mailboxes for each segment ✅ Use CRM-based ownership (like Salesforce or HubSpot) to send from the Person Record Owner ✅ Leverage Company or Account Record Owner to respect territory assignments ✅ Set up fallback mailboxes for unowned records in your CRM With Mailbox Routing, you can honor your team’s rules of engagement and keep outreach fully aligned with ownership—without manual routing at scale. Follow: @Unifygtm Don’t forget to like, comment, and subscribe! :)

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