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Warmly - Warm Leads Platform
Integrations: Slack, CRM, SEP, Website & Data Providers
Salesforce Integration
Warmly Integration Documentation: Salesforce
Warmly Integration Documentation: Salesforce

Documentation for Warmly's Salesforce integration

Maximus Greenwald avatar
Written by Maximus Greenwald
Updated over a week ago

Warmly's Salesforce integration takes only a few minutes to fully implement, and implementing the integration enables Warmly to read our customers' data into Warmly as well as write Warmly data into our customers' CRM.

Customers can decide whether to only enable Warmly access to read their Salesforce data or to enable Warmly to both read their Salesforce data as well as write data to their CRM through a few toggle switches. In advance of integrating any account with Salesforce, Warmly asks for a set of basic permissions.

Warmly uses OAuth to authenticate with SFDC. Please ensure your edition of SFDC supports API access (Supporting editions: https://help.salesforce.com/s/articleView?id=000385436&type=1).

Warmly's Salesforce integration tab pre-integration

Warmly's Salesforce integration tab post-integration

Salesforce Read Overview

Warmly reads customer CRM data in order to populate additional fields within our platform with relevant CRM information. This is critical in scenarios including if you want to be able to attribute companies visiting your website to be owned by a certain rep on your team, or to be able to recognize that a company coming to your website is a current customer (so you can filter them out!).

Warmly reads Account-, Contact-, Lead- and Opportunity-level data from Salesforce.

We currently show the following CRM fields inside Warmly dashboards:

  • Company

    • Name

    • Website

    • # of contacts

    • Owner

  • Contact

    • Name

    • Email

    • Lifecycle stage

    • Owner

  • Deal

    • Amount

    • Close date

    • Deal pipeline

    • Deal stage

    • Last activity

    • Owner

Salesforce Write Overview

Topic: What is added to SFDC by the integration? (Fields, Packages, Flows, etc.)

Account

Warmly adds these fields to the Account object.

  1. Warmly Created

    1. True if this account didn’t exist in your CRM before and Warmly created this account

  2. Warmly: Company

    1. URL Link to the account page in Warmly, e.g. https://opps.getwarmly.com/account/XXXX

  3. Warmly: Last Seen

    1. Date any visitor from this account was last seen on your website

  4. Warmly: Pages Visited

    1. List of URL page paths visitors from this account visited

  5. Warmly: Segments List

    1. List of Warmly Segments that this account matches

  6. Warmly: Total active time

    1. Total active seconds spent on your website of all visitors from this account. Active means the visitor was moving their mouse, scrolling, clicking. Does not include time where the visitor just leaves the tab open in the background

  7. Warmly: Total pages viewed

    1. Total number of page views (non-unique) from all visitors from this account.

      1. E.g. if visitor A views /pricing, clicks /home, clicks /pricing, that’s 3 pages viewed.

  8. Warmly: Total sessions

    1. Total number of sessions from all visitors from this account. A new session is started when a visitor comes to your site, and ends when the visitor closes the tab or if they become inactive and stop scrolling/moving/clicking anything on your site for over 15m.

      1. E.g. visitor A goes to your site, scrolls around, closes tab. 4 hours later, visitor A goes to your site again and clicks around. That’s 2 sessions.

  9. Warmly: UTM Campaigns

    1. List of all utm_campaign values from any visitors from this account

  10. Warmly: UTM Contents

    1. List of all utm_content values from any visitors from this account

  11. Warmly: UTM Mediums

    1. List of all utm_medium values from any visitors from this account

  12. Warmly: UTM Sources

    1. List of all utm_source values from any visitors from this account

  13. Warmly: Visitor count

    1. Number of unique website visitors from this account

Lead

Warmly adds these fields to the Lead object.

  1. Warmly Created

    1. True if this lead didn’t exist in your CRM before and Warmly created this lead

  2. Warmly Prospected

    1. True if this lead didn’t exist in your CRM before and Warmly created this lead via the Warm Accounts > Prospects tab

  3. Warmly Contact

    1. URL Link to the visitor page in Warmly, e.g. https://opps.getwarmly.com/account/XXXX

  4. Warmly: Last Seen

    1. Date this visitor was last seen on your website

  5. Warmly: Pages Visited

    1. List of URL page paths this visitors visited

  6. Warmly: Segments List

    1. List of Warmly Segments that this visitor matches

  7. Warmly: Total active time

    1. Total active seconds this visitor spent on your website. Active means the visitor was moving their mouse, scrolling, clicking. Does not include time where the visitor just leaves the tab open in the background

  8. Warmly: Total pages viewed

    1. Total number of page views (non-unique) from this visitor.

      1. E.g. if visitor views /pricing, clicks /home, clicks /pricing, that’s 3 pages viewed.

  9. Warmly: Total sessions

    1. Total number of sessions from all visitors from this visitor. A new session is started when a visitor comes to your site, and ends when the visitor closes the tab or if they become inactive and stop scrolling/moving/clicking anything on your site for over 15m.

      1. E.g. visitor goes to your site, scrolls around, closes tab. 4 hours later, visitor A goes to your site again and clicks around. That’s 2 sessions.

  10. Warmly: UTM Campaigns

    1. List of all utm_campaign values from any website visits from this visitor

  11. Warmly: UTM Contents

    1. List of all utm_content values from any website visits from this visitor

  12. Warmly: UTM Mediums

    1. List of all utm_medium values from any website visits from this visitor

  13. Warmly: UTM Sources

    1. List of all utm_source values from any website visits from this visitor

Contact

Warmly will never create new contacts in your Salesforce (all new visitors not already a SFDC Lead or SFDC Contact are created as a new SFDC Lead). If your Salesforce has existing contacts, Warmly will write the website visitor data back to that contact. Warmly matches visitors to contacts based on SFDC contact email.
​

If desired, your organization is able to create a workflow within Salesforce to automatically create new contacts based on leads being written over from Warmly.

Opportunity

  1. Warmly Created Account

    1. This field is coming soon

    2. True, if the Account associated with this Opportunity is "Warmly Created: True"

Salesforce Custom Fields

Warmly is able to read your Salesforce custom fields into our product, which will enable your team to segment based off of critical custom fields. Warmly will not automatically read your custom fields, so you will need to add custom fields one by one that you want Warmly to read. You can do this at the opportunity, lead, contact, and account level within the Salesforce integration tab by selecting '+ Add field'.

Once you select the '+ Add field' button, you will be prompted to find the Salesforce custom field you want to read into Warmly. For accounts and leads, if you are having Warmly write net new accounts or leads back to your Salesforce, you are able to select the 'Value if Warmly creates record'. If you leave this empty, Warmly will not write any value into the field for net new accounts and leads written back to Salesforce.

Once you add a custom field, you will need to re-sync your Salesforce for changes to take effect.

Syncing Chats to Salesforce

Warmly enables your team to sync chats to your Salesforce instance. These toggles are available within Warmly's Chat tab (Settings & Brand).

With the first toggle, 'Sync chat leads to Salesforce', Warmly is able to create a Salesforce lead if no lead or contact exists yet for the individual who engaged with your chat. We will add a completed Task with the full chat transcript.

With the second toggle, 'Add visitor who chatted to a Salesforce Campaign', Warmly will add the visitor as a Salesforce Campaign Member after a chat session ends which will facilitate in your team being able to email them.

Other FAQs

Topic: What's the methodology Warmly uses to identify whether a Lead/Account already exists in SFDC?

Account: Website

  • (We match based on just domain of the Website field. We strip any “http://www.” and any URL paths)

Lead: Email

Topic: If a match is found in SFDC, which fields are updated?

For website visitors, we only update the Warmly fields mentioned in What is added to SFDC by the integration? We do not update/edit any of your original CRM fields.

If you’re pushing a lead over via our Prospector feature, we push over:

  1. Name

    1. Only pushed over if it’s empty in your CRM

  2. Title

    1. Only pushed over if it’s empty in your CRM

  3. Email

    1. We don't touch this field

  4. Phone

    1. Only pushed over if it's empty in your CRM

  5. Warmly: LinkedIn Bio

    1. We push over the LinkedIn URL as a new field in your CRM

  6. All the Warmly fields mentioned in What is added to SFDC by the integration?

Topic: If a match isn't found in SFDC, what records are created and what are the default values?(Owner, Status, etc.)

Creating an Account

  • Account Name

  • Account Owner

    • Assigned to the Salesforce user who did the Salesforce integration in Warmly

  • Website

  • All the Warmly fields mentioned in What is added to SFDC by the integration?

Creating a Lead

  • Name

  • Email

  • Lead Owner

    • Assigned to the Salesforce user who did the Salesforce integration in Warmly

  • All the Warmly fields mentioned in What is added to SFDC by the integration?

Creating a Prospect (as Lead object)

If you're pushing a lead over via our Prospector feature, we push over:

  • Name

  • Title

  • Email

  • Phone

  • Warmly: LinkedIn Bio

    • LinkedIn URL

  • Lead Owner

    • Assigned to the Salesforce user who did the Salesforce integration in Warmly

  • All the Warmly fields mentioned in What is added to SFDC by the integration?

Topic: More broadly, how will I know that a record has been created or modified in some way by Warmly?

You’ll see “Warmly Created” is “True” if we created the Account or Lead.

If we modified it, you'll see it in one of the Warmly new fields in What is added to SFDC by the integration?

Topic: What happens if/when Warmly tries to insert a record, and SFDC blocks it as a potential duplicate?

We do not create the Lead or Account.

Topic: Is there an option to create customer field mappings for records created by Warmly?

Not currently.

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

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