Warmly

Warmly

B2B website visitor identification — surface warm accounts and people on your site with company, contact, and CRM context.

API Key6 tools
Connect Warmly

Three ways to use Warmly

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Warmly.

Get Credits Remaining

Return the workspace's remaining credit balance for the current monthly billing window.

Tool

Get Execution

Fetch a single past tool execution by ID — input, output, status, and timing. Use this to poll async tools.

Tool

List Available Tools

Discover the tool catalog the calling organization has access to, with each tool's input JSON Schema.

Tool

List Executions

List past tool executions for the workspace with filtering by tool name, status, externalRef, or date range.

Tool

List Warm Accounts

Company-level view of warm site traffic with visitor aggregations (sessions, identified visitors, distinct pages).

Tool

List Warm Visitors

Identify people who visited your site with full company, contact, session, and CRM-intersection context.

Tool

Get started automating Warmly

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and Geni wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using Warmly

Browse all

Turn Warmly site visitors into Salesforce leads and an Apollo sequence

Every four hours, an agent finds newly identified people on your site, files them as Salesforce leads, and enrolls the in-ICP ones in your warm-visitor sequence in Apollo.

WarmlyApolloSalesforce

Alert reps in Slack when a warm Warmly visitor hits a high-intent page

When a warm visitor lands on pricing, demo, contact, or signup, Geni files a HubSpot task for the account owner and DMs them on Slack with the full story.

WarmlyHubSpotSlack Bot

Daily Warmly warm accounts briefing in Slack

Every weekday at 8am ET, post a ranked morning briefing of yesterday's warm accounts and visitors from Warmly to a dedicated Slack channel, with a 3 to 5 sentence reason to reach out today.

WarmlySlack Bot

Weekly Warmly account log to Google Sheets

Every Monday morning, append last week's warm accounts from Warmly to a Google Sheet so revops has a clean longitudinal log.

WarmlyGoogle Sheets