Warmly

Maximus Greenwald

Warmly - Warm Leads Platform

A Warmly playbook on creating sales automations within Hubspot

Playbook: Hubspot Sales Automations

Warmly Playbooks

How to add Warmly’s code snippet to your website

Adding Warmly’s Code Snippet to Your Website (Google Tag Manager, Webflow, etc.)

Signing Into Warmly

How to invite members of your team to your Warmly dashboard

Inviting Teammates to Warmly

To set up your profile in Warmly, go to the General Settings section within your Settings tab

Setting Up Your Profile in Warmly

Onboarding

How to use Warmly’s "Warm Accounts" tab to observe an overview of all of the companies that have visited your website.

Navigating Warmly: Warm Accounts

How to use Warmly’s 'Live Sessions' tab to see all of visitors currently on your website.

Navigating Warmly: Warm Calls

How to use Warmly’s "Warm Visitors" tab to observe an overview of all of the visitors that have visited your website.

Navigating Warmly: Warm Visitors

Navigating Warmly

Slack & Segments

Warmly uses Slack to notify you when visitors are on your website.

Overview of Warmly's Slack Integration

How to integrate Slack with Warmly for the first time.

Integrating Slack with Warmly

How to create Slack notifications based on prospects going to your website.

Slack Notifications Based on Prospects Going to your Website

Implementation documentation for Warmly's Slack integration

Warmly Implementation Documentation: Slack

Slack Integration

What are segments in Warmly and how will they help me filter my traffic?

Overview of Segments

Building a Warmly segment based on employee count

Building a Segment: Employee Count

Building a Warmly segment based on company industry

Building a Segment: Company Industry

Building a Warmly segment based on company headquarters

Building a Segment: Company Headquarters

Building a Warmly segment based on a company's estimated annual revenue

Building a Segment: Est. Annual Revenue

Building a Warmly segment to filter out a certain domain

Building a Segment: Filtering Out a Specific Domain

Building a Warmly segment to filter out university and government traffic

Building a Segment: Filtering Out University / Government Traffic

Building a Warmly CRM-related segment to filter out accounts and contacts within your CRM

Building a CRM Segment: Greenfield Accounts

Building a Warmly CRM-related segment to filter in accounts where a rep owns the account, contact (lead) or opportunity in your CRM

Building a CRM Segment: Rep Owned Accounts

Building a Warmly CRM-related segment to filter by specific deal stages

Building a CRM Segment: Accounts in a Specific Deal Stage

Learn how to make sure that the segment you just built in Warmly works how you want it to

Testing To Ensure Segments Work Properly

Segments

Inbound: Warm AI Chat, Chat & Form-Fill Abandoners

AI Chat Overview

How to create and set up an AI Chat Slack channel with Warmly

How to Create and Set Up an AI Chat Slack Channel

What your AI Chat notifications will look like via Warmly's Slack integration

AI Chat Notifications in Slack

Turning AI Chat On and Off

How to think about AI Chat prompts within Warmly

AI Chat Prompts

Warm AI Chat

Overview of Warmly's Inbound Chat feature

Inbound Chat Overview

How to create and set up an Inbound Chat Slack channel with Warmly

How to Create and Set Up an Inbound Chat Slack Channel

What your Inbound Chat notifications will look like via Warmly's Slack integration

Inbound Chat Notifications in Slack

How to turn Warmly's Inbound Chat on and off

Turning Inbound Chat On and Off

How to select different Inbound Chat buttons (options for prospects on your website)

Inbound Chat Buttons (Options for Prospects)

How to enhance your Inbound Chat icon for conversion

Enhancing Your Inbound Chat Icon for Conversion

How Warmly's Inbound Chat icon can replace your standard icon only where relevant

What To Do If You Already Have A Chat Widget (Intercom, Hubspot, etc.)

Inbound Chat

Overview of Form Fills and how to set up a Form Fill Slack channel

Form Fill Overview and Setting Up a Form Fill Slack Channel

Inbound Form Fill

Integrations: CRM, SEP, Website & Data Providers

Implementation documentation for Warmly's Hubspot integration

Warmly Implementation Documentation: Hubspot

Hubspot Integration

Implementation documentation for Warmly's Salesforce integration

Warmly Implementation Documentation: Salesforce

Salesforce Integration

6sense Integration: API Key

6sense Integration

An overview on Warmly's Connect The Dots integration for warm introductions

Connect The Dots Integration Overview