Warmly integration is only available for RB2B Pro users.
Setting Up an Integration with Warmly
To initiate your Warmly integration, navigate to Integrations from the sidebar menu. Locate and select Warmly among the integration options or visit https://app.rb2b.com/integrations/warmly
In the input field provided, add your full Warmly URL then click Save to publish your changes. We require the webhook to be configured as a simple, single URL that our system can call directly. This means we need the webhook URL to be fully self-contained, without the necessity for additional headers or payload data to be specified at the time of the call.
Any required authentication or identification parameters should be included directly within the URL as query parameters.
This simplification helps ensure compatibility with our system, which expects to trigger Webhooks without the need to attach custom headers or body content.
The URL used must be secure and include https://
Settings
After connecting Warmly, you can toggle on/off the following settings:
Sync company-only profiles: If enabled, RB2B will send identified company-level visitor information to Warmly.
Send repeat visitor data: If enabled, RB2B will send all subsequent visits by a visitor to Warmly. 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",
}