Warmly Playbooks

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

Latest Playbooks

Auto-Gift ICP Visitors with Sendoso
Advanced
Sales
Marketing

Trigger a Sendoso gift the moment a high-intent visitor hits your site, no manual follow-up, just a pipeline touchpoint that actually surprises people.

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How TeamWeave Grew Pipeline 80% With Warmly's 5-Signal Engine
Basic
Sales
Marketing

TeamWeave's VP of Sales & Marketing shares how a simple Warmly + HubSpot setup using five intent signals, eliminated manual prospecting and grew pipeline by over 80%.

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How to Set Up Claude Code on Mac
Basic

Get Claude Code installed and authenticated on your Mac in under 5 minutes - no prior setup experience needed.

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How We Grew Automated Meeting Bookings by 74% - And How You Can Too
Basic
Chat
Marketing

We implemented AI Studio on our website chat in late November. By February, automated meeting bookings had grown 74%. Here's what changed.

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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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Engage LinkedIn Visitors
Basic
Sales
LinkedIn

Capture website traffic from LinkedIn with personalized chat flows.

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