Warmly Identification Source

Last updated: October 16, 2024

Warmly Identification Sources

  • Form Fill: prospect filled out a form

  • Inbound Chat Form: prospect left their email in Chat

  • Personal Email Database: identified via Warmly contact database

  • Work Email Database: identified via Warmly contact database

  • IP Contact to Database: identified via Warmly contact database

  • RB2B: identified via RB2B integration

  • w_email: identified via outbound email sequence, prospect clicked on a UTM link

  • HubSpot UTK Cookie: identified via your own marketing HubSpot cookies (not shared across customers)

  • Shared Warmly Cookie: identified via Warmly cookie database

NOTE: CRM data synced is NOT shared with other customers. The data is secured and only available to your account.

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]