Sync Warmly Visitor Activity from HubSpot to Outreach for your SDRs

Summary

You can import Warmly data into where your SDRs spend most of their day. This doc will walk you through how to import and view Warmly website visitor data within Outreach so your SDRs can prioritize prospecting based on the visitors who are showing higher or recent intent

Pre-reqs

• Orchestration is live in Warmly (collecting intent signals and sending to HubSpot)

• Warmly is pushing contact data with custom fields (e.g., Warmly: Last Seen, Warmly: Total Sessions) into HubSpot

• You have admin or integration access to HubSpot

• Outreach App is installed in HubSpot

Step 1: Create Custom Fields in Outreach to Map HubSpot Fields into

1. Login to Outreach

2. Go to Administration > Accounts

3. We recommend creating custom fields for these fields

Go to Administration > Prospects > Fields Configuration

We recommend creating custom fields for these fields

Step 2: Navigate to Connected Apps in HubSpot

1. Login to HubSpot

2. In the top right, click the Marketplace icon → Connected Apps

3. Search for Outreach in the list of apps

4. Click into the Outreach integration app

Step 3: Set Up Field Mappings to Sync Warmly Signals

1. Inside the Outreach app settings in HubSpot, locate the data sync section

2. Create a new sync if one doesn’t exist already

3. At the bottom of the sync config page, click “Add Mapping”

4. Map the following fields from HubSpot → Outreach:

🏢 Company Fields

🙋‍♂ Contact Fields

1. Ensure each mapping is enabled and syncing

2. Save and turn on the sync

🔍 PART 2: Setup Outreach View Using Warmly Intent Signals

Pre-reqs

• Warmly fields are successfully syncing to Outreach

• Outreach fields (custom if needed) are visible in Prospect records

Step 1: Navigate to Account or Prospects in Outreach

1. Log into Outreach

2. Click on “Accounts” or “Prospects” in the sidebar

Step 2: Add Warmly Signal Columns to Accounts or Prospects

1. Click the “Manage Columns” icon

   

2. Add the custom fields you created for Warmly

   

3. Drag and drop them to the top of the column list for easy visibility

4. Click Apply

Step 3: Filter to Create an Intent-Based Call List

1. In the Prospect view, click the Filters icon

2. Add filters such as:

1. These filters will narrow your view to high-intent, reachable prospects

Step 4: Save the View

• Click “Save View”

• Name it something like “🔥 Warmly Intent Call List”

• Optionally, make it shared with team for visibility

🎯 Final Tips & Best Practices

• Test the Sync with a few dummy records to verify field mapping

• Use “WarmlyLastSeen” to prioritize recently active accounts

• Filter further by job title, region, or pageviews to tailor lists for different reps

• Update the Outreach fields dynamically using HubSpot Workflows if needed