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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Engage LinkedIn Visitors
Basic
Sales
LinkedIn

Capture website traffic from LinkedIn with personalized chat flows.

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High-Converting Chat Flow
Basic
Sales
Chat

Build an inbound chat workflow that engages visitors and auto-books meetings.

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