If "RB2B" doesn't show as a Lead Source when creating a report or setting up an automation it is because you are not using or the function does not allow for the use of the CONTAINS or DOES NOT CONTAIN or STARTS WITH operators. We recommend using either of those three operators when possible.

All other operators use Salesforce's Lead/Account Source picklist to select options.

If the CONTAINS or DOES NOT CONTAIN or STARTS WITH operators are not available, you will need to create "RB2B" as a Lead Source in your Salesforce instance. To manually add "RB2B" as a Lead Source option in your picklists, follow the instructions in this article.

If a contact already exists in Salesforce CRM at the time of identification by RB2B, RB2B will pass the identification data to Salesforce CRM and update the contact accordingly.

Yes, RB2B will update previously sent contacts in Salesforce CRM to include recent page view activity should they return to your website.

Yes, RB2B's Salesforce CRM integration sends the contact's LinkedIn information if it was collected.

A full list of all profile information available to be sent to HubSpot CRM by RB2B can be found at https://support.rb2b.com/en/articles/10495016-how-rb2b-s-salesforce-crm-integration-works

RB2B is designed to permit a single integration connection per account. For users integrating with Salesforce CRM, this means you can push data to only one selected Salesforce CRM instance of your choice.

This setup ensures a streamlined and efficient data flow between RB2B and Salesforce CRM, making it easier to manage and analyze your data within a singular, cohesive environment.

Yes, multiple RB2B accounts can be connected to the same Salesforce CRM account. This allows each RB2B account to push notifications of newly identified visitors directly into the shared Salesforce CRM.

This capability facilitates the consolidation of visitor data from different RB2B accounts into one central CRM system, enhancing your ability to manage and analyze leads effectively. It ensures that your team can access comprehensive visitor insights and notifications in one place, streamlining your engagement and follow-up processes.

No, the Salesforce CRM integration will only send net-new profiles that are identified the integration is successfully connected. Previously identified users will not be sent.