As your website traffic grows, so does the volume of visitor data RB2B captures. But not every visitor is a good fit for your sales and marketing efforts. That’s why RB2B gives you tools to cut through the noise and focus on what matters most: high-potential, qualified leads.
This guide walks you through three key features to keep your data clean, relevant, and actionable:
Send Only Hot Leads to Your Tools
When connected to your CRM, email platform, or Slack, RB2B can send every identified visitor—but that doesn’t mean you should. To stay focused on top prospects, you can configure RB2B to send only visitors tagged as Hot Leads.
What’s a Hot Lead? Hot Leads are visitors who meet the specific criteria you define—such as matching your ICP, being located in key regions, or holding decision-making roles. Once tagged, these leads can be automatically pushed to your integrated tools for faster, more targeted follow-up. To ensure only relevant leads are identified as "Hot Leads," RB2B allows you to configure specific criteria, including multiple conditions like matching industry, company size, and behavior metrics. For greater precision, you can adjust the tagging settings to require all conditions to be fulfilled rather than just a few. Revisiting and refining these criteria periodically in line with your Ideal Customer Profile (ICP) ensures continued relevance.
For example, if your current Hot Leads tag requires only 1 out of 4 criteria to match, you can adjust the filter to require all criteria to be met. This ensures greater precision in identifying high-quality leads.
Why it matters: Sending only Hot Leads ensures your sales team is focused on high-intent prospects—reducing distractions and boosting efficiency. Accurately configured "Hot Leads" tags allow for seamless integration with CRMs and messaging platforms, ensuring only high-priority leads are forwarded for follow-up, which can greatly enhance the focus and efficacy of your sales tasks.
If non-ICP leads are still appearing in your tools, review the matching threshold in your Hot Leads tag and adjust it to require more criteria to match.
Learn how to send only Hot Leads to integrations › For step-by-step guidance, navigate to the "Hot Leads" tagging settings in the RB2B dashboard. Define specific criteria based on your ICP and adjust settings to align tagging with your business priorities.
For example, navigate to the filter editing page in RB2B, adjust the required fields to match all criteria, and submit the changes.
Restrict Visitor Collection by URL
Not every page on your site is relevant for lead generation—think support pages, career listings, or internal resources. With URL Restrictions, you can control exactly where RB2B is allowed to collect visitor data.
How it works:
Set URL rules in your dashboard (e.g., only collect on
/pricingor/solutions)RB2B will ignore all other pages unless they match your rules
Other script functions remain active—only data collection is restricted
Why it matters:
Focusing collection on high-intent pages ensures cleaner data and minimizes time spent filtering out irrelevant visits.
Exclude Specific Domains from Being Collected
Need to filter out internal traffic, partners, or spam sources? Use the Domain Exclusion List to tell RB2B which domains to ignore during visitor resolution.
How it works:
Add domains (e.g.,
yourcompany.com) to your exclusion listAny visitor identified with an email from that domain is skipped entirely
These visits won’t appear in your dashboard, reports, or integrations
Why it matters:
You’ll avoid clutter from internal or non-sales traffic, keeping your data accurate and actionable.
Additional Best Practices for Maintaining High-Quality Leads
Regularly review your Ideal Customer Profile (ICP) to ensure alignment with changing business objectives.
Use RB2B's analytics tools to assess lead quality and track the effectiveness of your filtering settings.
Leverage detailed RB2B documentation for ongoing adjustments and refinements.
Together, these filters let you:
Limit data collection to buying-intent pages
Exclude visits from non-relevant domains
Route only top-quality leads to your CRM, Slack, or email tools
The result? A streamlined, high-signal workflow that highlights your best opportunities—and filters out the rest.
Step-by-Step Configuration Guide
Step 1: Define and Adjust Your ICP
Identify key criteria like industry, company size, and decision-maker roles that define an ideal lead.
Review and refine these parameters within the RB2B dashboard to match evolving business needs.
Step 2: Configure "Hot Leads" Tags
Access the "Hot Leads" tagging option in your settings.
Modify conditions to require all criteria for tagging to ensure accuracy.
Periodically validate that the tags align with your defined ICP.
For example, if your current settings require only 1 out of 5 criteria to match, consider increasing the threshold to require 3, 4, or all 5 criteria for greater accuracy.
Step 3: Apply Filters to Integrations
Open integration settings for tools like CRMs or Slack.
Link filters to your ICP-based tags to route only the highest-value leads.
Conduct regular reviews of your setup to align with strategic changes. By implementing these practices, businesses can significantly improve their ability to target high-value leads, reduce wasted effort, and ensure that sales and marketing efforts remain highly focused and efficient. Additionally, if using Salesforce, enabling the "Also sync company-level profiles" option ensures that only accounts meeting your defined ICP/Hot Leads criteria will sync, while excluding non-matching profiles.
Troubleshooting Common Issues
Non-ICP Leads Appearing in Slack: If non-ICP visitors are still appearing in Slack, check the matching threshold in your Hot Leads tag. For example, if you have defined 5 ICP fields but require only 1 to match, many visitors will qualify. Edit the tag to increase the number of fields that must match (e.g., require 2, 3, 4, or all 5) based on how strict you want the filter to be.
Frequently Asked Questions
Will enabling "Also sync company-level profiles" create a lot of non-ICP accounts in Salesforce?
No, only accounts that meet your defined ICP/Hot Leads criteria will sync. This feature respects your filters and excludes profiles that do not match your criteria.