Overview
RB2B’s integration with Slack allows teams to receive real-time notifications about de-anonymized website visitors directly in their Slack workspace. This integration bridges the gap between website traffic data and actionable insights, enabling swift collaboration and strategic decision-making.
This synchronization automatically includes visitor profiles with key information such as behavior and engagement metrics in Slack channels without manual intervention.
This playbook outlines best practices and strategies for using Slack in conjunction with RB2B to optimize your lead engagement and sales efforts.
Slack Notifications for Identified Visitors
When RB2B identifies a visitor on your website, it sends a notification to your designated Slack channel, providing key details about the visitor in real-time. This allows your team to stay informed and take timely action based on visitor activity.
Note that RB2B currently identifies only visitors based in the US and may not detect visitors using VPNs or proxies.
Enabling Notifications for Repeat Visitors
To ensure you don’t miss any return visits by identified visitors, enable the "repeat visitors" option in the RB2B Slack integration settings. This will notify you whenever a previously identified visitor revisits your site or application, offering real-time insights into ongoing interest.
There are two types of visitor notifications you may receive in Slack:
Net-New Visitor Notifications – These notifications alert you when RB2B identifies a visitor for the first time. They include the visitor’s name, contact details, company information, and the specific page where they were identified. This helps your team recognize new potential leads and initiate engagement.
Repeat Visitor Notifications – Sent no more than once per day for each returning visitor, these notifications inform you when someone previously identified by RB2B revisits your website. They include the total number of pages viewed during the visit and the date of the visitor’s initial identification. This allows you to track ongoing interest and engagement from returning prospects.
By leveraging these notifications, your team can efficiently monitor visitor activity and respond strategically to both new and returning website visitors.
Type | Screenshot |
Net-New Visitor |  |
Repeat Visitor |  |
Testing and Troubleshooting Your Integration
To ensure the Slack integration is functioning effectively, follow these steps:
Verify Slack Connection: Confirm that the Slack workspace is configured correctly in RB2B's settings.
Monitor Automatic Profile Sync: Confirm that visitor profiles identified by RB2B appear in the assigned Slack channel automatically.
Manually Re-Sync Profiles (if necessary): Navigate to the RB2B dashboard, locate the desired visitor profile, and click on the "Re-sync to Slack" option for manual triggering when necessary.4. Verify Custom Notification Settings: Ensure that both "repeat visitors" and tag-based filtering options are enabled correctly. Cross-check that tags in RB2B match appropriately with Slack filters.
Understanding the Icons in Slack Notifications
When RB2B sends a visitor notification to Slack, it may include up to three icons displayed below the visitor's name. These icons provide quick visual indicators about the visitor’s status or activity, helping your team assess their engagement at a glance.
Icon | Meaning |
 | Hot Leads Visitor Identifies a visitor that matches a previously created Hot Leads tag.
|
 | Hot Page Visitor Identifies a visitor who has visited a previously created Hot Page. |
 | Known in Your CRM Identifies a visitor who is already known to you in HubSpot or Salesforce. (requires use of either the HubSpot or Salesforce integration) |
Best Practices for Using RB2B Notifications in Slack
1. Designate a Dedicated Slack Channel
Create a channel such as #rb2b-notifications to centralize all RB2B updates.
Limit channel access to relevant team members (e.g., Sales, Marketing, Customer Success).
2. Create Notification Rules and Tags
Use RB2B’s filtering tools to focus notifications on high-value opportunities.
Consider leveraging RB2B's Hot Leads tagging feature to send only visitors matching your Ideal Customer Profile to Slack.Below are step-by-step instructions for filtering notifications by tags:
Define Criteria: Decide what conditions must be met to tag a lead (e.g., high intent, specific industry).
Create Tags: Use RB2B to make tags corresponding to these criteria (e.g., "priority" or "hot lead").
Tag Leads: Assign tags manually or via automated workflows to relevant leads.
Activate Filters in Slack Settings: Within your Slack integration settings, configure filters to push updates exclusively for tagged leads, such as "priority."
Be aware of RB2B's location-based restriction to US visitors and the inability to detect VPN or proxy users when setting filtering criteria.
3. Integrate Notifications with Workflow Tools
Pair Slack notifications with tools like CRM systems to log visitor data and assign tasks automatically.
Use Slack apps like Zapier or Make.com to automate workflows based on RB2B events.
Collaborating Around Notifications
1. Establish a Response Protocol
Define a clear process for handling notifications. For example:
Sales representative acknowledges the notification by reacting with an emoji.
Assign follow-up tasks within Slack or your CRM.
Update the team on the status of the lead.
2. Use Threads for Discussions
Start a thread under each notification to:
Discuss strategies for engaging the lead.
Share context from past interactions.
Tag team members who should take action.
3. Escalate High-Priority Leads
Set up keyword-based alerts in Slack (e.g., “CEO” or “Fortune 500”) to notify key stakeholders when significant leads appear.
Use Slack’s “@here” or “@channel” mentions sparingly for urgent leads.
Enhancing Engagement with Slack Tools
1. Use Slack Reminders
Set reminders for follow-ups on leads using
/remind. For example:/remind me to check back on Acme Corp tomorrow at 9 AM.
2. Leverage Slack Apps
Integrate Slack with tools like Google Calendar or Trello to schedule and track lead engagement activities directly from Slack.
3. Pin Key Notifications
Pin high-priority notifications in the channel for easy access and reference.
Metrics and Reporting
1. Track Engagement
Monitor Slack activity metrics to ensure timely responses to RB2B notifications.
Use tools like "Slack Analytics" or third-party reporting apps to evaluate team performance.
2. Review Lead Outcomes
Cross-reference RB2B notifications with CRM data to analyze:
Conversion rates
Average response times
Revenue generated from Slack-sourced leads