If RB2B doesn’t currently offer a direct integration with the platform you want to connect to, consider using RB2B’s Zapier integration as a versatile solution. Zapier is a powerful automation tool that connects with over 7,700 platforms, allowing you to seamlessly transfer data between RB2B and virtually any app or service. You can view the full list of supported platforms [here].
Why is using Zapier beneficial?
Broad Compatibility: With Zapier, you can connect RB2B to thousands of apps, even those that don’t have built-in integrations. This means you can push valuable visitor data to CRMs, marketing tools, project management apps, and more, without waiting for a custom integration to be built.
Easy Setup: Zapier is designed for non-technical users. You don’t need to write code or have advanced development skills. With a few clicks, you can set up automated workflows (called "Zaps") that send data from RB2B to your desired platform.
Time-Saving Automation: Once set up, Zapier runs in the background, automating repetitive tasks like data entry or lead routing. This frees up time for your team to focus on higher-priority activities, improving efficiency.
Customizable Workflows: Zapier allows you to define specific triggers and actions, so you can create tailored workflows that fit your business needs. For example, you could trigger a notification in Slack every time RB2B identifies a new lead, or automatically add identified visitors to your email marketing lists.
How to Get Started
Sign up for a Zapier account (if you don’t have one).
Connect RB2B as the data source in Zapier.
Choose the app or platform you want to send the data to.
Set up your workflow by selecting specific triggers and actions.
Zapier will handle the rest, keeping your apps synced and your data flowing smoothly.
Using Zapier as a bridge not only makes connecting RB2B to your other tools easier but also opens up a world of possibilities for automating your marketing, sales, and operational processes.