Warmly integration is only available for RB2B Pro users.
Setting Up an Integration with Warmly
To initiate your Warmly integration, navigate to Integrations from the sidebar menu. Locate and select Warmly among the integration options or visit https://app.rb2b.com/integrations/warmly
In the input field provided, add your full Warmly URL then click Save to publish your changes. We require the webhook to be configured as a simple, single URL that our system can call directly. This means we need the webhook URL to be fully self-contained, without the necessity for additional headers or payload data to be specified at the time of the call.
Any required authentication or identification parameters should be included directly within the URL as query parameters.
This simplification helps ensure compatibility with our system, which expects to trigger Webhooks without the need to attach custom headers or body content.
The URL used must be secure and include https://
Settings
After connecting Warmly, you can toggle on/off the following settings:
Sync company-only profiles: If enabled, RB2B will send identified company-level visitor information to Warmly.
Send repeat visitor data: If enabled, RB2B will send all subsequent visits by a visitor to Warmly. Please be aware that many integrations may not be configured to handle duplicate or similar data properly, which could result in the creation of duplicate entries instead of updating existing ones. You are proceeding with this action at your own discretion, and we are not responsible for any impact it may have on your data.
Required Fields
Some, but not all, fields are required to have values for the payload to send. Required fields include:
LinkedIn URL
First Name
Content Preview
{
"LinkedIn URL": "https://www.linkedin.com/in/retentionadam/",
"First Name": "Adam",
"Last Name": "Robinson",
"Title": "CEO @ Retention.com. We help Ecomm brands grow & monetize their first-party audience",
"Company Name": "Retention.com",
"Business Email": "[email protected]",
"Website": "https://retention.com",
"Industry": "Internet Technology & Services",
"Employee Count": "1-10",
"Estimate Revenue": "$22M rev",
"City": "Austin",
"State": "Texas",
"Zipcode": "73301",
"Seen At": "2024-01-01T12:34:56:00.00+00.00",
"Referrer": "https://retention.com",
"Captured URL": "https://rb2b.com/pricing",
"Tags": "Hot Page, Hot Lead",
}Repeat Visitor Information
If you have "Send repeat visitor data" enabled, an additional field will be appended to the data for repeat visitors only.
{
"is_repeat_visit": true
}