Using Warmly and our integration with Hubspot, your team can build workflows within Hubspot to automatically email accounts and individuals that have visited your website. This playbooks goes into detail regarding two key workflows, and is relevant to any paid Warmly user with the below tool stack:

In order to create sales automations within Hubspot, you must have integrated Hubspot with Warmly. For all documentation regarding Warmly's Hubspot integration, please visit this Help Center article. Note that you must have turned ON Real-Time Sync for these automations to function, as this will enable Warmly to write company-level and contact-level data back to your CRM.

Screenshot: Hubspot integrated with Warmly and Real-Time Sync turned ON

Note 1: This workflow assumes that you have a decent level of understanding of Hubspot, as well as how Hubspot interacts with your sales engagement platform (if you're not sending sequences from Hubspot).

Note 2: Hubspot has several tiers; workflow ability and nuance will be varied by tier.

With this workflow, we will be setting up an automation that will enable your team to automatically add contacts to a sequence once Warmly identifies that the company with which they are associated has visited your website. This is a useful workflow if you have dormant contacts at companies that are engaging with you and you want to ensure that your company is consistently top of mind.

See the first half of the video below to walk through this workflow live.

Note 1: This workflow assumes that you have a decent level of understanding of Hubspot, as well as how Hubspot interacts with your sales engagement platform (if you're not sending sequences from Hubspot).

Note 2: Hubspot has several tiers; workflow ability and nuance will be varied by tier.

Note 3: This workflow assumes that you are getting individual-level identified traffic in your Warmly dashboard because you are using Warmly's UTM parameter in outbound sequencing to identify traffic at the individual level. For more information on Warmly's UTM parameter, visit the Email UTM Param Setup section of your General Settings within Warmly (this includes a how-to video!).

This workflow enables your team to automatically add identified website visitors to targeted sequences. If you are using Warmly's UTM parameter in outbound sequencing, you should be receiving a substantial amount of individual-level identified traffic. Once those visitors hit your website, this automated workflow can take them and add them to a more specific, targeted sequence.

See the second half of the video below to walk through this workflow live.

Having these workflows functioning properly relies on your team having sequences into which you will enroll the relevant contacts. For this, the Warmly team would recommend that you either use pre-existing sequences that your teams have determined to be high converting, or to adjust them slightly in an effort to 'Warmly-fi' them.

For the first workflow, you might adjust messaging in the first few touchpoints to reflect the fact that a colleague of the person you're emailing has spent time on your website, perhaps engaging in particularly high intent behavior. Given this intent, in addition to making the reasons why the prospect needs your product clear, you might target messaging more towards pricing options or powerful case studies.

For the second workflow, messaging might include that you've noticed the person you're emailing has spent time on your website, perhaps engaging in particularly high intent behavior, and has clicked through one of your sales or marketing teams' email sequences. Given this intent, in addition to making the reasons why the prospect needs your product clear, you similarly might target messaging more towards pricing options or powerful case studies.

This video was made by Ryan Beyer, Head of Customer Success. Feel free to reach out at [email protected] with any questions.