Warmly

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

Navigating Warmly: Live Sessions

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

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

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

Toggling the ‘Inbound Chat Enabled’ button within the Inbound Chat section of the Settings tab.

Within the Segments section of the Settings tab, your team is able to create detailed segments that help narrow down your data.

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

Warmly’s Hubspot and Salesforce integrations enable your team to sync companies & contacts that visit your website to your CRM.

How to add Warmly’s code snippet to your website.

Warmly’s Hubspot integration reads Hubspot’s data in order to incorporate your CRM’s information into the Warmly platform.

Warmly’s Hubspot integration can write data back to Hubspot.

How to add Warmly’s code snippet to specific pages of your company’s website.

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