Warmly
B2B website visitor identification — surface warm accounts and people on your site with company, contact, and CRM context.
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.
Get Execution
Fetch a single past tool execution by ID — input, output, status, and timing. Use this to poll async tools.
List Available Tools
Discover the tool catalog the calling organization has access to, with each tool's input JSON Schema.
List Executions
List past tool executions for the workspace with filtering by tool name, status, externalRef, or date range.
List Warm Accounts
Company-level view of warm site traffic with visitor aggregations (sessions, identified visitors, distinct pages).
List Warm Visitors
Identify people who visited your site with full company, contact, session, and CRM-intersection context.
Get started automating Warmly
Ready-to-use workflows
Prompts using Warmly
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.
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.
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.
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.
