What RB2B Sends to HubSpot CRM
When RB2B identifies a new visitor to your website, the HubSpot CRM integration will receive both the contact and company information related to that individual. If either the contact or company information does not exist already in HubSpot CRM, it will be created, else, it will be updated with the new information received from RB2B.
Profile Information Sent to HubSpot CRM
RB2B syncs a range of contact and company data to HubSpot whenever it identifies a visitor. If a contact or company already exists in your HubSpot, RB2B will only update the RB2B Properties — leaving any existing contact data untouched. If identified, the following information is sent to HubSpot CRM by RB2B:
Field | Synced to | New contact | Existing contact |
CONTACT FIELDS |
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First name | Contact | ✓ | — |
Last name | Contact | ✓ | — |
Title | Contact | ✓ | — |
Business email | Contact | ✓ | — |
Hot page tag | Contact | ✓ | — |
Industry | Contact | ✓ | — |
City | Contact | ✓ | — |
State | Contact | ✓ | — |
Zip | Contact | ✓ | — |
Page view history | Contact | ✓ | — |
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RB2B Captured at | Contact | ✓ | ✓ |
RB2B Captured URL | Contact | ✓ | ✓ |
RB2B Source | Contact | ✓ | ✓ |
LinkedIn personal URL | Contact | ✓ | ✓ |
RB2B Hot page visitor | Contact | ✓ | ✓ |
RB2B Referring URL | Contact | ✓ | ✓ |
RB2B UTM Campaign | Contact | ✓ | ✓ |
RB2B UTM Source | Contact | ✓ | ✓ |
RB2B Last logged activity | Contact | ✓ | ✓ |
COMPANY FIELDS |
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Company name | Company | ✓ | — |
Company website | Company | ✓ | — |
Estimated revenue | Company | ✓ | — |
Employee count | Company | ✓ | — |
Note: Hot Leads tag is not sent to HubSpot.
RB2B Properties
When a contact and company is created/updated by RB2B, you will find all of the correlating information within the contact/company's Properties. Those properties can be used to interact with workflows within HubSpot.
Unique HubSpot Properties Created By RB2B
RB2B Captured At: the time and date at which RB2B identified the visitors and added them to HubSpot for you. Note: if the user was already known to you in HubSpot when RB2B identified the visitor, this field will be blank.
RB2B Captured URL: the URL on which RB2B identified the visitors and added them to HubSpot for you. Note: if the user was already known to you in HubSpot when RB2B identified the visitor, this field will be blank.
RB2B Source: if RB2B was the source of the contact in HubSpot, this field will show as 'true' and will be blank or 'false' otherwise.
LinkedIn Personal URL: if RB2B is able to determine the visitor's LinkedIn URL, RB2B will populate that information in HubSpot under this property.
RB2B Hot Page Visitor: if the visitor was identified on one of your defined Hot Pages, this field will show as 'true' and will be blank or 'false' otherwise.
RB2B Referring URL: if RB2B was able to determine the URL from which the visitor entered your site, RB2B will populate that information in HubSpot under this property.
RB2B UTM Campaign: if RB2B tracked a 'UTM Campaign' value on the URL that the visitor visited, RB2B will populate that information in HubSpot under this property.
RB2B UTM Source: if RB2B tracked a 'UTM Source' value on the URL that the visitor visited, RB2B will populate that information in HubSpot under this property.
RB2B Last Logged Activity: the time and date of the last logged activity by the visitor. Useful when running Workflows based on repeat visitor activity.
Timeline
RB2B leverages HubSpot CRM's HubSpot Timeline event to log critical information about your identified visitor and their activity on your website.
Contacts created/updated by RB2B can be identified by the "RB2B for CRM" entry under their activity.