RB2B Integration With Salesforge

RB2B is a visitor identification tool that finds anonymous website visitors and turns them into contacts. The integration works via a webhook: Salesforge generates a unique webhook URL, and RB2B sends identified profiles directly to that URL. In effect, when someone visits your site and RB2B identifies them, their contact information is automatically created as a lead in Salesforge.

Key Features

Once set up, RB2B pushes each identified visitor profile into Salesforge in real time. The process is fully automated: whenever RB2B finds a match, it fires a webhook to Salesforge carrying the person’s details. Salesforge then creates a new contact or lead using that data. Thus, you capture prospects from your website without any manual steps.

How To Use It

1. In Salesforge, go to Settings -> Integrations and find the RB2B section.
2. Click Get Webhook to generate your unique Salesforge webhook URL. Copy this URL.
3. In your RB2B dashboard, open Integrations and paste the URL into the Salesforge integration.
4. You can then send a test event to verify that a dummy contact appears in Salesforge.
5. After that, each new RB2B profile will automatically be sent into Salesforge as a contact.