Marketing automation on live data, not a copy.
Most marketing automation tools automate a copy of your data: contacts synced over from the CRM, segmented again in a second query language, drifting a little staler every hour. UnifyLoop’s campaigns and journeys read the CRM directly, because they were never a separate product.
- Segment freshness
- Live (segments are filters)
- Channels
- Email, WhatsApp
- Journey engine
- Durable, resumable, versioned
- Consent enforcement
- At the platform layer
Most tools automate a copy. It drifts a little every hour.
Synced over from the CRM
Contacts are copied into a second database on a schedule, and the copy is always a little behind.
Segmented twice
Every audience is rebuilt in a second query language that doesn’t quite match the first.
Two counts, no answer
The email tool’s count disagrees with the CRM’s, and nobody can say which is right.
Segments that are never stale
A segment in UnifyLoop is a saved filter, the same filter definition that powers views, automations, and lead scoring. “Customers on the growth plan with no login in 14 days” re-evaluates every couple of minutes, so a contact who upgrades this morning leaves the segment this morning, and a journey can react the moment they do. There is no sync schedule, no audience refresh button, and no explaining to anyone why the email tool’s count disagrees with the CRM’s.
- Segment on any object, not just contact properties
- Entry and exit re-evaluate against live data, not the last import
- Edit the filter once and every view and automation using it updates
- Segment across related records Coming soon
Journeys that survive a Tuesday deploy
A journey is a workflow on the platform’s automation engine: durable, resumable, and versioned. If a send fails or a step errors, the run resumes where it stopped instead of silently dying with a contact stranded mid-sequence. When you edit a journey, in-flight runs finish on the version they started on, and you can see exactly which version any contact ran. That is the difference between automation you check on and automation you trust.
Consent is a platform rule, not a per-tool checkbox
Opt-outs and consent state are enforced where messages leave the system, with the same enforcement whether a message comes from a broadcast, a journey, an automation, or a person typing in the inbox. An unsubscribe applies to every send on that channel at once, because there is only one place it could be recorded. Deliverability starts with not messaging people who asked you to stop, and that shouldn’t depend on which of five tools remembered.
Five modules. One record.
Each one is a page of its own. Here is what it does for this job, all on the same contact records.
How is this different from a dedicated marketing automation tool?
Dedicated tools automate their copy of your contacts and hand off to the CRM at the edges. Here the automation engine, the segments, and the records are one system, so a journey can create a task for a rep, move a deal stage, or assign an owner, not just send the next email. If your marketing automation regularly needs to touch sales data, that difference is the whole decision.
Can journeys branch on CRM fields?
On any field of the record the journey is running on: its stage, its owner, its score, or any custom field. Conditions use the same filter engine as everything else, so anything you can filter, you can branch on. Branching on related records is coming soon.
What happens to contacts mid-journey when I edit it?
They finish on the version they entered on; new entrants get the new version. Workflows are versioned precisely so an edit is never a gamble on what happens to the thousand people currently inside.
How do I measure what marketing automation contributes?
Opens, clicks, and replies are recorded per recipient on the same records your pipeline uses, so engagement sits next to deals instead of in a separate analytics silo. Every journey run keeps a step-by-step trace, and a full report builder is coming soon.
Try it on your own data.
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