Warmly Playbooks

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

Latest Playbooks

How to Find Ready-to-Buy Leads on Your Website Using Claude
Advanced
Sales
Marketing

58 minutes of manual prospecting, done in 5. Warmly's MCP connects Claude to your live site data — so you can go from anonymous traffic to enriched prospects to active sequences without leaving your AI chatbot.

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Pipe Website Visitors and 300+ Signals into Marketo Smart Campaigns
Advanced
Marketing
Sales

Marketo sees 3% of your website traffic. Warmly identifies the other 97% and writes them to Marketo as Leads with chat transcripts, intent signals, buying committee data, and session context attached as custom fields your smart campaigns can act on.

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Run Signal-Triggered LinkedIn Outreach Across Your Buying Committee
Advanced
LinkedIn
Sales

Warmly's AI message generator now writes LinkedIn connection requests and follow-ups through HeyReach, using the same full signal chain as AI Emails. Cover your whole buying committee across both channels from a single orchestration.

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Follow Up Faster with AI-Generated Email Sequences
Advanced
Email
Sales

Stop writing one-size-fits-all follow-up. Let Warmly generate a tailored multi-touch sequence for each contact using chat history, enrichment, CRM context, and intent signals.

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All Playbooks

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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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Augmenting Power Dialing
Advanced
Sales
Calling

Run smarter call sequences by automatically pushing the most valuable prospects to your SEP.

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AI Chat Like a Human
Advanced
Sales
Chat

Elevate your website’s AI Chatbot with personalized greetings and on-brand messaging, increasing response rates.

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Integrate CRM Fields
Advanced
Marketing
Email

Create customized experiences for every identified visitor on your site using custom segments based on CRM data.

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Automate Signal-Based Outreach
Advanced
Sales
Email

Automatically prospect visitors who show high-intent signals.

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Reactivate Closed Lost Deals
Basic
Sales
Chat

Use inbound chat to reengage CL deals and book new meetings.

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