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Unifyr Lead Distribution
Cary, North Carolina, United States
What it is
Unifyr Lead Distribution is a web solution for channel programs that route marketing-sourced leads to partners and follow their progress toward revenue. Assignment rules can use territory, product, partner tier, vertical, capacity, and activity, with round-robin and geographic fallback options. Leads have acceptance windows, and the system can reassign them if a partner does not act in time. In the partner portal, recipients can filter assigned leads by status, source, or date, then accept, decline, or update them. Marketing source data can travel with accepted leads into deal registration and back to the CRM; dashboards report revenue by source. Listed CRM integrations include Salesforce Sales Cloud, Dynamics 365 Sales, HubSpot CRM, SAP Sales Cloud, Oracle CX Sales, Pipedrive, Zoho CRM, and SugarCRM. Marketing automation connections include Marketo Engage, HubSpot Marketing Hub, Salesforce Marketing Cloud, Oracle Eloqua, Mailchimp, Klaviyo, and Dynamics 365 Marketing. Unifyr says its REST APIs use OAuth 2.0 and that communications are logged and monitored. Pricing is tailored and available by request.
For and against
For
- Rules cover territory, product, tier, vertical, capacity, and activity
- Automatic reassignment follows missed acceptance windows
- Partners can update leads through a portal
- Revenue-by-source dashboards connect attribution to outcomes
Against
- Pricing is available on request, not listed
- Solution is presented for channel programs routing leads to partners
The verdict
Unifyr combines configurable partner routing with lead status updates and source attribution through CRM workflows. Its tailored pricing means teams will need to contact Unifyr to discuss a fit and cost.
Who it suits
It suits channel programs that need to distribute marketing leads among partners and track follow-up and revenue attribution. Prospective customers should be prepared to request tailored pricing.
Plans and prices
Unifyr Activate
For emerging channel programs
Read 5 Oct 2026 · unifyr.com
Unifyr Grow
Partner block and AI agent credits included · Add more as program expands
Read 5 Oct 2026 · unifyr.com
On the record
- Acceptance windows
- Assigned leads have acceptance windows, and leads can be automatically reassigned when a partner does not act in time.unifyr.com · read 5 Oct 2026
- API security
- Unifyr says its REST APIs use OAuth 2.0 and that API communications are logged and monitored.unifyr.com · read 5 Oct 2026
- Attribution and reporting
- Marketing source data can follow accepted leads into deal registration and back to the CRM, with revenue-by-source dashboards.unifyr.com · read 5 Oct 2026
- Company founding
- Unifyr says it was founded in 2006.unifyr.com · read 5 Oct 2026
- CRM integrations
- The integrations marketplace lists Salesforce Sales Cloud, Dynamics 365 Sales, HubSpot CRM, SAP Sales Cloud, Oracle CX Sales, Pipedrive, Zoho CRM, and SugarCRM among its CRM integrations.unifyr.com · read 5 Oct 2026
- Encryption
- Unifyr says data is encrypted at rest and in transit, with TLS 1.2 or higher for transmissions and AES-256 for stored data.unifyr.com · read 5 Oct 2026
- Intended audience
- The lead distribution solution is presented for channel programs that need to route marketing leads to partners and track their progress.unifyr.com · read 5 Oct 2026
- Marketing integrations
- Listed marketing automation integrations include Marketo Engage, HubSpot Marketing Hub, Salesforce Marketing Cloud, Oracle Eloqua, Mailchimp, Klaviyo, and Dynamics 365 Marketing.unifyr.com · read 5 Oct 2026
- Partner lead view
- Partners can view assigned leads, filter by status, source, or date, and accept, decline, or update a lead in the portal.unifyr.com · read 5 Oct 2026
- Purpose
- Unifyr Lead Distribution routes marketing-sourced leads to partners using assignment rules and carries source attribution through to revenue.unifyr.com · read 5 Oct 2026
- Routing criteria
- Rules can assign leads by territory, product, partner tier, vertical, capacity, and activity, with round-robin and geographic fallback options.unifyr.com · read 5 Oct 2026
- Security standards
- Unifyr states it is SOC 2 Type II compliant and Cyber Essentials certified, and uses security controls based on ISO 27001, ISO 27017, and ISO 27018 frameworks.unifyr.com · read 5 Oct 2026
- Support
- Unifyr Grow pricing information directs prospective customers to complete a form to discuss pricing tailored to their needs.unifyr.com · read 5 Oct 2026
