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Setup Guide: Make.com

Updated today

RB2B's Make.com integration is only available for RB2B Pro users.

Setting Up an Integration with Make.com

To initiate your Make.com integration, navigate to Integrations from the sidebar menu. Locate Make.com among the integration options and select View Integration.

Prior to using the Make.com integration, ensure that you have installed the RB2B Webhook app on Make.com. To do this, click the "Install RB2B's Make.com App" button. You'll be taken to a page on Make.com where you can confirm the installation of the app. This will make the official RB2B Webhook app available to you to use within Make.com.

After installing the app and it to a Scenario within Make.com and generate a Webhook URL. Copy that URL and then, in the input field provided in your integration, add your full Make.com Webhook URL then click Save to publish your changes.

The URL used must be secure and include https://

Settings

After connecting Make.com, you can toggle on/off the following settings:

  1. Sync company-only profiles: If enabled, RB2B will send identified company-level visitor information to Make.com.

  2. Send repeat visitor data: If enabled, RB2B will send all subsequent visits by a visitor to Make.com. 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
}
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