Integrate RB2Bwith Salesforceto actionyour signal
RB2B's Salesforce integration sends the people and companies it identifies on your website into Salesforce, so the visit becomes a trigger for automated lead assignment, routing, rep alerts and personalized email sequences — filtered to the accounts you actually sell to.
Get started for free >>Action RB2B's Signal With Salesforce to Trigger Workflows
RB2B's Salesforce integration allows for automated lead assignment, routing, alerts, and personalized email sequences. This streamlines your sales process, ensures timely follow-up, and nurtures leads effectively, increasing your chances of conversion.
Filter Our Signal by Accounts in Your Salesforce Instance
Web traffic is noisy and often untargeted. If your TAM is in Salesforce, we will send our signal there and only trigger workflows for named accounts in the CRM. If your TAM isn't in Salesforce, you can upload a list of domains, and we'll only send activity from those domains to your CRM.
Alert Your Reps When an Owned Account is on a High-Intent Page
If you have a sales team, both SDRs and AEs should know when an account they own hits your site, and what the prospect is looking at. The reps should internalize that signal and be aware of any outreach that occurs. Repeat signals are as valuable, if not more valuable, than net-new site visits, for both prospecting and working deals down the funnel.
Get White-Glove Implementation
We will help you set up workflows in Salesforce that we KNOW are valuable for your sales team. We can look at what is going on in your CRM and help you determine exactly what workflows you should set up to get the most possible value out of the most important signal that exists — the website visit.
How does the RB2B Salesforce integration work?
RB2B sends identified website visitors to Salesforce so you can trigger automated lead assignment, routing, rep alerts and personalized email sequences from the visit signal.
Can RB2B only send accounts that are already in Salesforce?
Yes. If your TAM is in Salesforce, RB2B can trigger workflows only for named accounts in the CRM. If it isn't, upload a list of domains and RB2B will only send activity from those domains.
Which plans include the Salesforce integration?
The Salesforce integration is included in the Pro and Pro+ plans. See pricing.
Will RB2B help set up Salesforce workflows?
Yes. Implementation is white-glove: the team reviews your CRM and helps you set up the workflows that get the most value out of the website visit signal.
Start building pipeline
Alert your reps, start automated outreach, and add to lead score in under five minutes.
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