Integrate CRM Fields
Create customized experiences for every identified visitor on your site using custom segments based on CRM data.
Active Deals on the Site
The Problem
Without accurate segment data, your sales reps won’t know how to match website visitors with a purposeful outreach strategy, whether via email or an on-website chatbot.
The Play
Import your CRM data into Warmly to build targeted segments, filtering visitors based on deal-level, contact-level, or company-level data from HubSpot or Salesforce.
Then, use these hyper-focused segments to create targeted outreach campaigns to website visitors based on known factors such as whether the account actively uses a competitor, when a demo was held with the prospect, what channel they used to book a meeting, and more.
The Result
Your leads get info that’s tailored to them, and your reps don’t have to spend hours manually analyzing website traffic and adding them to campaigns. Plus, Warmly’s Orchestrator and AI Chat can even auto-message leads via email, LinkedIn, or chatbot.
Questions?
Schedule a demo with our team to see our playbooks in action. Or, view more of our plays here.