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Warmly's Salesforce Integration
Warmly's Salesforce Integration

Documentation for Warmly's Salesforce integration

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

Overview

Warmly integrates with Salesforce to be able to read our customers' CRM data in the Warmly platform and to be able to write key data from Warmly over to our customers' CRM.

In this documentation, we will cover:

  1. Setting up the Salesforce integration

  2. Reading data from Salesforce to Warmly

  3. Writing data from Warmly to Salesforce

  4. Salesforce Custom Fields

  5. Syncing Chats to Salesforce

  6. Salesforce Integration FAQs

Connecting the Salesforce Integration

To set up your Salesforce integration for the first, time click the Get Started button in your Salesforce integration tab within Warmly. You will then need to sign into your Salesforce account (unless you are already signed in) and accept a set of basic permissions. Once accepted, you will automatically be brought back to Warmly. The person who integrates your Salesforce with Warmly should be an admin in your Salesforce account with all 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).

Reading Salesforce Data

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

Writing Back Salesforce Data

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 Identification Source

    1. How Warmly identified the contact

  3. 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

  4. Warmly Prospector Workflow

    1. The name of the orchestration/workflow that created the lead record from Warmly in Salesforce

  5. Warmly Contact

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

  6. Warmly: Last Seen

    1. Date this visitor was last seen on your website

  7. Warmly LinkedIn Bio

    1. LinkedIn Url

  8. Warmly: Pages Visited

    1. List of URL page paths this visitors visited

  9. Warmly: Segments List

    1. List of Warmly Segments that this visitor matches

  10. 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

  11. 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.

  12. 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.

  13. Warmly: UTM Campaigns

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

  14. Warmly: UTM Contents

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

  15. Warmly: UTM Mediums

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

  16. 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.

Salesforce Integration FAQs

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

Account: Website domain

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

Lead: Email

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?

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?

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?

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.

What is the total possible number of concurrent API calls Warmly would make?

2 -- At Warmly, we have built a system that reduces load on Client’s CRMs so we batch process our calls. If we are both pulling your latest CRM updates AND pushing the latest lead data we found then it would be 2

How many total possible API calls per day would Warmly make?

6,000 is the maximum (but it should be far under that usually) -- At Warmly we rate limit the number of times we process your latest changes and will retry if we fail to properly sync the changes in case you hit your maximum limits with other integrations. Salesforce says that they have a hard limit posted at 100,000/day but we have clients well over that without any sync/write issues.

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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