Changelog

A basic search function has been added to the Profiles page of the RB2B whereby users can search for specific visitors by full email address.

A bug in RB2B's Hot Leads tagging was fixed where profiles that had a company revenue "Above $50M" were not properly getting tagged as a match when that value was combined with certain other conditions.

RB2B's HubSpot CRM integration has been updated to allow users to define the format in which the visitor's state is sent to HubSpot. Users can choose between an abbreviated format (default) and the full ISO-standard name.

RB2B's HubSpot CRM integration has been updated to pass city, state, and zip information to Contacts as well as estimated revenue and employee counts to Companies.

We’re excited to announce a powerful enhancement to RB2B’s identity resolution platform: our new email validation tool. This feature adds a critical layer of precision to our profiling process by pre-validating all new email addresses before they are shared with you. There’s no additional setup required—email validation is now built into the platform by default for all users.

Due to popular demand, accounts can now purchase up to 10,000 credits per month or 120,000 annual/bulk credits directly from their dashboard at any time.

A bug in RB2B's HubSpot CRM integration has been fixed. The issue prevented the "LinkedIn Personal URL" field from being created when the integration was connected, which caused some Contacts not to be created in HubSpot. This fix has automatically added the missing field to all affected accounts in HubSpot, and any Contacts that were not synced during the issue have now been synced.

A bug in RB2B's Salesforce integration has been fixed, which caused Leads not to receive LinkedIn profiles of visitors. The integration’s method for mapping to the LinkedIn field has been improved to increase matching accuracy. If you connected the integration before March 20, you'll need to re-authenticate your Salesforce integration for RB2B to correctly map to your LinkedIn field.

RB2B's HubSpot CRM integration has been updated to ensure that all applicable Custom RB2B Properties are updated each time a Contact receives a new page view event. Previously created Contacts will receive updated information the next time that a page view is recorded for them.

A new script/account health check feature has been added to the RB2B dashboard. Users will periodically (once every few months) receive a modal, prompting them to verify their domain to ensure that everything remains connected and is functioning properly.

RB2B's HubSpot CRM integration has been updated to include a setting which allows users to define whether or not RB2B will create a contact in HubSpot if it is missing its email address. This setting is off by default.

RB2B's HubSpot CRM integration has been updated to include the following Custom RB2B Properties on Contacts: RB2B Referring URL, RB2B UTM Campaign, RB2B UTM Source, RB2B Last Logged Activity.

RB2B launched its new integration with Salesforge.

The Industry / Category mapping for Hot Leads has been updated with more coverage when mapping to a visitor's employment industry and category.

RB2B's engineering and data teams have implemented a significant update to the visitor identification method, designed to further enhance accuracy. Together with the previous update, these improvements will support even greater precision going forward.

RB2B's Salesforce integration has been updated with new settings that allow users to choose whether net-new profiles are created as Leads or Contacts in Salesforce.

RB2B launched its new integration with Highperformr.

RB2B's Slack integration now includes repeat visitor information. Users will receive a notification of a visitor's return visit to their site once per day that details how many times they have been recorded visiting the site and the date of their first visit.

Repeat visitor data is now available to users subscribed to RB2B Free. All RB2B Free accounts have had their repeat visitor collection toggled on automatically. Should an account holder wish to toggle the setting back off, they can do do using the toggle on the Settings page.

RB2B's engineering and data teams have implemented a significant update to the visitor identification method, designed to further enhance the accuracy of identification.

The Department and Seniority mapping for Hot Leads has been updated with 40% more coverage when mapping to a visitor's job title.

RB2B changed the way that plan changes are handled when changing in the middle of a billing cycle. Now, when changing a plan in the middle of a billing cycle, the new plan starts immediately, the billing cycle starts anew, and any used credits are carried forward. More information.

In light of Instantly retiring v1 of their API, RB2B has updated its Instantly integration to use v2 of the API. All users who had previously connected to Instantly using a v1 API key will need to generate a v2 API to continue using the integration. Refer to the Instantly Setup Guide for details on how to do that.

Users now have the ability to manually re-sync individual profiles with select integrations.

Bug fix related to the Traffic Insights feature was patched related to returning page results that had no data associated with them.

Bug fix related to the Hot Leads feature was patched whereby contacts that matched the revenue requirements weren't getting tagged because it was expecting an integer but was encountering a string for some contacts.

RB2B launched its new Salesforce integration.

The Traffic Insights feature is no longer restricted to accounts on annual plans and is now available for all RB2B Pro subscribers.

The "Department" field mapping for Hot Leads received updated criteria for improved match rates.

RB2B users now have access to integration logs to help with debugging disconnected integrations or non-transmitted contacts.

All RB2B Pro accounts received an increased resolution rate, as part of the standard service package. Their resolution rate increased from 20-30% on average to an average of 35%.

RB2B introduced settings to the HubSpot CRM integration to allow users to fine-tune when contacts and companies are created by RB2B.

A LinkedIn profile is no longer a required field for a contact to be added to CSV exports.

RB2B released its own WordPress plugin to make the installation process with WordPress as seamless as possible.

Bug fix related to the HubSpot CRM integration was patched related to repeat website page views not being logged in a contact's activity.

A new resource, "Setting Up Website Visitor Notifications for Sales Reps" was added to the HubSpot CRM integration page.

RB2B launched its new integration with Growth-X.

Bug fix related to overages not being recognized in extreme fringe cases.

User experience improvement to Hot Leads that prevents users from erroneously creating / publishing a Hot Leads tag without any criteria.

User experience improvement to plan purchasing that providers clearer feedback to users if they try to purchase the plan that they are currently on.

Hot Leads settings button was made larger and darker to give more visible contrast for users.

Bug fix related to CSV exports not including some contacts.

Integration pages now have a "Resources" section to help users with best practices, use cases, and setting up the integration for success.

A new resource, "Using HubSport CRM with RB2B" was added to the HubSpot CRM integration page.

A new resource, "Using Slack with RB2B" was added to the Slack integration page.

Bug fix related to the HubSpot CRM integration to prevent duplicate company creation.

User interface improvement to the "Account Details" menu that renames "Invoices" to "Billing and Invoices" for clarity.

RB2B introduced a new and improved HubSpot integration, HubSpot CRM, and retired its old HubSpot Marketing integration.

RB2B and its parent company Retention.com are pleased to announce that we are now SOC 2 Type II compliant. Documentation can be requested at https://retention.securitypal.com.

User experience improvement to the Apollo.io integration whereby clearer messaging is provided to users in relation to erroneous API keys.

The maximum number of credits available on RB2B's Free plan was reduced from 200 credits to 150 credits.

User experience improvement to URL Restrictions features that prevents users from erroneously leaving the field blank when setting their URL Restrictions to "RB2B will only trigger on the URLs listed below." Users must now define at least one URL when using this setting.

RB2B introduced a new base-level plans at the 300, 600, 1000, and 2000 monthly credit levels.

The RB2B Pro+ plan was introduced for plans with 1000 or more monthly credits.

RB2B reduced the overage cost for RB2B Pro+ users.

RB2B launched its new integration with SmartReach.io.

RB2B launched its new integration with Koala.

RB2B launched its new integration with SuperAGI.

A new feature, URL Restrictions, was added which allows users to define on which pages RB2B can or cannot identify visitors.

A new feature, Prevent Coworker Identification, was added which allows users to prevent coworkers from being identified by RB2B.

A new feature, Prevent Repeat Visitor Collection, was added which allows users to set their RB2B tracking script to only record net-new visitors if they are concerned about their credit usage.

RB2B's Free plan will no longer receive repeat visitor information.

RB2B's free trial length changed to seven (7) days or 1,000 profiles, whichever comes first.

RB2B launched its new integration with Tapistro.

RB2B launched its new integration with HeyReach.

RB2B and its parent company Retention.com are now registered data brokers in Oregon.

RB2B and its parent company Retention.com attained SOC 2 Type 1 compliance and is in the middle of its SOC 2 Type II audit.

RB2B launched its new integration with Mixmax.

RB2B launched its new integration with Pitchlane.

RB2B launched its new integration with BetterContact.

RB2B launched its new integration with Reply.io.

RB2B launched its new integration with Samplead.

RB2B launched its new integration with HireQuotient.

RB2B and its parent company Retention.com are now registered data brokers in California, Texas, and Vermont.

RB2B moved to a credit based system for its pricing structure.