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Warmly Identification Source
Warmly Identification Source

Please review this article to understand more about the Warmly Identification Sources - this is a Warmly-created field in your CRM

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

Warmly Identification Sources

  • Form Fill: prospect filled out a form

  • AI Chat Form: prospect replied to an Chat message

  • 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

  • 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]

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