How RB2B Syncs Identified Visitors with Salesforce
When RB2B identifies a new visitor to your website, the Salesforce CRM integration processes the individual’s information based on your configured settings. If the identified individual belongs to an existing Account but does not yet exist as a Contact, RB2B can either create a new Contact linked to that Account (recommended) or ignore the individual based on your preferences.
If the individual does not belong to a known Account or lacks company information, RB2B can create a new Account alongside the Contact, generate a Lead instead (recommended for early-stage prospects), or choose not to add the individual to Salesforce. These flexible options ensure that your CRM remains organized and aligned with your lead management strategy.
⚠️ Important Note: Salesforce requires an Account Owner to be set when an Account is created. By default, the user who set up the RB2B Salesforce CRM integration will be named as the Account Owner for all RB2B created Accounts.
Profile Information Sent to Salesforce CRM
Contacts will automatically be tied to Accounts when applicable.
Leads will not have company information associated with them other than their company name.
If identified, the following information is sent to Salesforce by RB2B:
To Contacts
LinkedIn URL
First Name
Last Name
Title
Business Email
City
State
Webpage View and Timestamp (sent as Task)
To Accounts
Company Name
Website
Industry
Employee Count
Estimate Revenue
To Leads
LinkedIn URL
First Name
Last Name
Title
Business Email
Company Name
City
State
Webpage View and Timestamp (sent as Task)
Identifying Contacts Created by RB2B
When a Contact is created in Salesforce by RB2B they will be identified as having "RB2B" listed as their "Lead Source" within their properties.
Identifying Accounts Created by RB2B
When an Account is created in Salesforce by RB2B it will be identified as having "RB2B" listed as their "Account Source" within their properties.
Finding Recent Page View Activity in Salesforce
RB2B utilizes Salesforce's Tasks feature to display a Contact's recent page view activity.
A Contact's list of recent page views, as recorded by RB2B, can be found as individual Tasks recorded in the Contact's Activity. The same information list displayed as a Task on the Contact's Account as well.
Click "Webpage View" on a Task to see the full details of the recorded page view. There, you will find the date and time of the view as well as the URL which the Contact visited.
Within the "Webpage View" comments you will find:
The webpage URL visited
The page title of the webpage visited
The date and time of the visit
The UTM Campaign (coming soon)
The UTM Source (coming soon)
The UTM Medium (coming soon)