# Finding warm paths to your accounts
A **warm path** is a relationship bridge from someone in your company's extended network — your internal team, investors, advisors, customer champions, and other trusted relationships — to a specific person at one of your target accounts.
Where you find warm paths in Boomerang depends on the CRM your team uses.
***
## Which flow applies to you?
| Your setup | Where you'll find warm paths |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Salesforce** | Embedded directly inside Salesforce as a **Warm Intros** tab on Account records (a slightly different layout from the web app). |
| **HubSpot** | In the Boomerang web app at [app.getboomerang.ai](https://app.getboomerang.ai/). |
| **No CRM** | In the Boomerang web app at [app.getboomerang.ai](https://app.getboomerang.ai/). |
***
## Using the Boomerang web app (HubSpot or No CRM users)
This is the primary view for HubSpot and no-CRM setups. Salesforce users can use it too whenever they want to browse across accounts instead of working from a single Salesforce record.
{% stepper %}
{% step %}
### Open the CRM Accounts view
After you sign in at [app.getboomerang.ai](https://app.getboomerang.ai/), click the **CRM Accounts** icon in the left sidebar. You'll see a searchable list of your target accounts on the left.
{% endstep %}
{% step %}
### Select an account
Click any account in the sidebar to open its detail view. The top of the page shows three headline metrics:
* **Entry Points** — the number of contacts at that account who are potentially reachable.
* **Likely Paths** — the total number of warm paths Rudy has surfaced across those contacts.
* **Connectors** — the number of unique people in your network who can help.
{% endstep %}
{% step %}
### Review contacts and paths
Below the metrics, you'll see the contacts at that account in a table with these columns:
* **Name** and **Title** — the target contact.
* **Warm Intro Paths** — avatars of the connectors who can introduce you, plus a "X paths" dropdown.
* **Strength** — a badge indicating how well the strongest available connector knows the target: **Strong**, **Likely**, or **Long Shot**.
* **Action** — **Ask for Intro** to submit a request, or **Already Requested** if a request is already in flight.
{% endstep %}
{% step %}
### Filter to narrow down
Use the filter row above the table to refine what you see:
* **Prospect filters** — Seniority, Department, Prospect Country.
* **Path filters** — Strength, Signals, Connectors.
* **Hide former employees** — toggle off contacts who've left the target account.
{% endstep %}
{% step %}
### Expand a path to see details
Click the "X paths" dropdown on any contact row to expand an **Available Paths** section. Each available path shows:
* **Connector** — who in your network knows the target.
* **Category** — how this connector is related to your organization (e.g., Advisor, Board Member, Investor, Customer Champion).
* **Strength** — Strong, Likely, or Long Shot.
* **Relationship Context** — the signal Rudy used to infer the relationship (e.g., "Work Overlap: Dell Technologies (Jan 2016 – Jul 2021)").
This detail view helps you pick the best path before you ask for an intro. For guidance on how to choose between paths, see *Understanding relationship paths*.
{% endstep %}
{% step %}
### Ask for an intro
When you've picked the contact (and optionally the specific connector) you want, click **Ask for Intro** to open the request flow. For a full walkthrough of submitting a request, see *Requesting an introduction*.
{% endstep %}
{% endstepper %}
***
## If your team uses Salesforce
Your admin can embed Boomerang directly inside Salesforce as a **Warm Intros** tab on Account records. The layout is slightly different from the full web app — because the Salesforce record itself sets the context, you won't see the account list on the left. Instead, the tab shows the contacts and paths for the Account you're already viewing in Salesforce.
{% stepper %}
{% step %}
### Open an Account record
Open any **Account** record in Salesforce Lightning.
{% endstep %}
{% step %}
### Click the Warm Intros tab
Click the **Warm Intros** tab.
{% endstep %}
{% step %}
### Review the paths
Boomerang loads the contacts at that account along with their warm paths — same core information (contacts, Warm Intro Paths, Strength, Action) as the web app.
> **\[Screenshot placeholder]** The **Warm Intros** tab as it appears on a Salesforce Account record. *(Please share a screenshot of the Salesforce-embedded view when convenient.)*
> {% endstep %}
> {% endstepper %}
### Why the Salesforce view is convenient
* **Context is already set.** You don't need to pick an account — the Salesforce record you're on determines what you see.
* **No app switching.** You stay inside Salesforce while you review paths and submit requests.
* **Fits alongside your Salesforce workflow.** Pre-call prep, Activity history, and Warm Intros all live on the same record page.
***
## A note on "Connector" vs "Super Connector"
You'll see both terms across the product:
* **Connector** — used in path and contact views (e.g., the "Connector" column in the expanded Available Paths section).
* **Super Connector** — used when you're selecting who to route a request to (e.g., the "Preferred Super Connector" option in the request flow).
They refer to the same people — the members of your company's extended network who can make introductions. "Super Connector" emphasises the role of making the intro; "Connector" is shorthand used in tables and lists.
***
## Troubleshooting
| Problem | What to try |
| ------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Can't find a target account in the web app** | The account list is populated by your admin (via CRM sync or list import). Ask them to confirm the account has been added. |
| **No contacts showing for an account** | The account exists but has no contacts with known paths. Try another account, or check that contacts have been synced from your CRM or list. |
| **Warm Intros tab in Salesforce shows a login screen** | Your Boomerang session has expired. Sign in directly inside the tab to resume. |
| **No paths shown for any account** | This is usually a setup issue (Super Connectors still onboarding, calendar/LinkedIn integrations not complete). |
| **"Already Requested" instead of "Ask for Intro"** | An intro to this contact is already in flight. You won't be able to request a second one for the same person until the existing request is resolved. |
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