Warmly Playbooks

Proven strategies and plays for your revenue team to create & close pipeline using Warmly.

Latest Playbooks

Keep Your Pipedrive CRM Fresh with High-Intent Leads and AI Enrichment
Advanced
Sales
Marketing

Stop logging blank contacts. Push high-intent website visitors to Pipedrive and auto-enrich every new contact with Warmly real-time data — so reps always have context before the first touch.

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Nobody Leaves: Build a Full-Funnel Orchestration Stack for Your Website
Advanced
Sales
Marketing

How Continu built an 8x pipeline machine by combining Warmly visitor identification, hot page triggers, multi-channel orchestrations, and a custom AI chatbot.

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Go from Zero to Booked Meetings on Your Website in 2 Weeks
Basic
Sales
Chat

How TigerGraph replaced Drift in under two weeks and booked 5 meetings from their website in the first 6 weeks live.

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Deploy an All-Knowing AI SDR That Lives on Your Website
Advanced
Sales
Chat

How Orum saves dozens of SDR hours per week by training Warmly AI Chat to answer prospects 24/7, without pulling reps off the phone.

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All Playbooks

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Train Your AI Agent in Minutes
Basic
Chat
Marketing

Teach your AI inbound agent exactly how to respond using the Test & Train feature in AI Studio.

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Double Your Website's Conversion Rate
Chat
Marketing
Basic

Convert more leads on your site with AI chat and pop-ups

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Track Job Changes Effectively
Basic
Marketing
Email

Learn to monitor job changes and engage contacts with tailored outreach strategies.

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Optimize Your Lead Conversion Process
Advanced
Sales
Email

Learn to filter leads for better quality and increased conversion rates effectively.

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Send AI Generated Custom Videos
Advanced
Sales
Email

Integrate Sendspark to send custom videos to Warmly identified leads.

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Automate High Intent Followups
Basic
Marketing

Set up automated engagement sequences for email for every visitor to your high intent pages.

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Using Research Intent Signals
Basic
Marketing
Email

Discover and engage companies researching relevant topics relevant to your products and brand.

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Competitor Ads With Bombora
Digital Ads
Marketing
Advanced

Run targeted ads to companies researching your competitors.

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Track and Engage New Hires
Marketing
Email
Basic

Identify when someone has just started a new role and engage them automatically with relevant messaging

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Comprehensive Data Integration
Advanced
Marketing
Email

Push Warmly-identified leads to all your GTM tools and AI agents.

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Prospecting in Real-Time
Advanced
Sales
Chat

Use Live Video Chat to engage high-intent users when they’re already on your website.

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Powerful Person-Level Outreach
Advanced
Sales
Email

Send targeted messages to website visitors automatically based on powerful intent signals.

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