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Smartlead FAQS

Frequently asked questions about RB2B's Smartlead integration.

Updated over 2 months ago

Why am I not seeing an 'Add to Smartlead Sequence' button on a visitor profile in Slack?

The Add to Smartlead Sequence button appears on a visitor notification in Slack only if RB2B has identified the visitor's email address. Since Smartlead uses email addresses to contact your leads, a valid email address is required for RB2B to send data to an Smartlead sequence. If you see the Add to Smartlead Sequence button for some visitors but not others, it's because RB2B couldn't resolve the email address for those visitors.


How many Smartlead accounts can I connect my RB2B account to?

RB2B is designed to permit a single integration connection per account. For users integrating with Smartlead, this means you can push data to only one selected Smartlead account of your choice.

This setup ensures a streamlined and efficient data flow between RB2B and Smartlead, making it easier to manage and analyze your data within a singular, cohesive environment. You can, however, push to multiple Smartlead sequences in the same Smartlead account.


Can multiple RB2B accounts push to a single Smartlead account?

Yes, multiple RB2B accounts can be connected to and push notifications to the same Smartlead account and the same Smartlead sequences.


Will RB2B's Smartlead integration automatically push contacts to Smartlead?

RB2B's Smartlead integration can be configured to automatically send profiles to Smartlead if you have enabled its Auto Sync Profiles setting. Otherwise, you will need to manually select which profiles to send after they appear in Slack.

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