When RB2B Transmits Data to Your Integration(s)
RB2B sends newly identified visitor information to your connected integrations as soon as a visitor is successfully identified. This ensures that your CRM or marketing tools receive the most up-to-date contact details and professional insights in real-time.
Repeat Visitor Information
After a visitor has been identified, RB2B does not transmit additional page view data to most integrations. However, if you are using HubSpot or Salesforce, RB2B will continue to send updates on a visitor’s page views and activity.
For all users, detailed page view data remains accessible within the RB2B dashboard and can also be exported via CSV reports for further analysis.
Connecting Multiple Integrations
RB2B supports one active connection per integration per account, meaning you can connect RB2B to multiple platforms simultaneously, but only one instance of each integration can be linked at a time. For example, you can connect RB2B to both HubSpot and Salesforce, but not to two separate HubSpot accounts under the same RB2B account.
Sending RB2B Data to Unsupported Platforms
RB2B offers direct integrations with nearly two dozen industry-leading platforms, including HubSpot, Salesforce, Apollo, and Webhook, ensuring seamless data transfer to your preferred tools.
If the platform you want to connect with is not listed among RB2B's available integrations, you can use Zapier as a bridge. Zapier supports connections with over 8,000 applications, allowing you to automate workflows and send RB2B data to a wide range of CRMs, marketing automation tools, and other business platforms without requiring custom development.
To set up an integration using Zapier, simply connect RB2B as a trigger source and select your desired platform as the action destination. This enables you to route visitor identification data efficiently, even if your preferred software isn’t directly supported.