RB2B's Salesforge integration is only available for RB2B Pro users.
Setting Up an Integration with Salesforge
To initiate your Salesforge integration, navigate to Integrations from the sidebar menu. Locate Salesforge among the integration options and select View Integration.
In the input field provided, add your full Salesforge Webhook URL then click Save to publish your changes.
The URL used must be secure and include https://
Settings
After connecting Salesforge, you can toggle on/off the following settings:
Sync company-only profiles: If enabled, RB2B will send identified company-level visitor information to Salesforge.
Send repeat visitor data: If enabled, RB2B will send all subsequent visits by a visitor to Salesforge. Please be aware that many integrations may not be configured to handle duplicate or similar data properly, which could result in the creation of duplicate entries instead of updating existing ones. You are proceeding with this action at your own discretion, and we are not responsible for any impact it may have on your data.
Required Fields
Some, but not all, fields are required to have values for the payload to send. Required fields include:
LinkedIn URL
First Name
Content Preview
{
"LinkedIn URL": "https://www.linkedin.com/in/retentionadam/",
"First Name": "Adam",
"Last Name": "Robinson",
"Title": "CEO @ Retention.com. We help Ecomm brands grow & monetize their first-party audience",
"Company Name": "Retention.com",
"Business Email": "[email protected]",
"Website": "https://retention.com",
"Industry": "Internet Technology & Services",
"Employee Count": "1-10",
"Estimate Revenue": "$22M rev",
"City": "Austin",
"State": "Texas",
"Zipcode": "73301",
"Seen At": "2024-01-01T12:34:56:00.00+00.00",
"Referrer": "https://retention.com",
"Captured URL": "https://rb2b.com/pricing",
"Tags": "Hot Page, Hot Lead",
}Repeat Visitor Information
If you have "Send repeat visitor data" enabled, an additional field will be appended to the data for repeat visitors only.
{
"is_repeat_visit": true
}
Testing
To test your integration, follow these steps:
Enter the URL of your Webhook and click the "Save" button to save it.
Send a Test Event: After saving the URL, click the "Send a Test Event To Your [integration] Account" button. This action will send a test payload to the provided URL, simulating the data that would be sent during actual use.
Monitor Feedback: Observe the top right corner of your screen for feedback and error messages. These notifications will inform you whether the test event was successful or if there were any issues with the integration.
By following these steps, you can ensure that your integration with RB2B is functioning correctly.
Test Payload
The test payload sent will be formatted in the same manner as the example below:
{
"LinkedIn URL": "https://www.linkedin.com/in/retentionadam/",
"First Name": "RB2B",
"Last Name": "Test Payload",
"Title": "Webhook Test Payload from RB2B",
"Company Name": "RB2B",
"Business Email": "[email protected]",
"Website": "https://rb2b.com",
"Industry": "Internet Technology & Services",
"Employee Count": "1-10",
"Estimate Revenue": "$22M rev",
"City": "Austin",
"State": "Texas",
"Zipcode": "73301",
"Seen At": "2024-01-01T12:34:56:00.00+00.00",
"Referrer": "https://google.com",
"Captured URL": "https://rb2b.com/pricing",
"Tags": "Hot Pages, ICP",
}