Reply.io X RB2B Integration Guide

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[MUSIC]

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Hi everyone, George from Reply here.

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Welcome to this instructional video.

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I'm here to show you how to connect your Reply account with your RB2B account.

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In order to create these fully automated workflows that will send your RB2B

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leads

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over to your multi-channel reply sequences.

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In order to get started, all you need to do is head over to execution, integ

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rations,

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and then find the RB2B integration here at the bottom.

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Click Configure.

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And under Settings, all you need to do is select which sequence you want to

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send them to.

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Most probably you will already have a handful of sequences.

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If not, if it's a brand new Reply account, make sure to create one sequence.

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And then move to list is optional, but you can also move them to a list.

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You may know that lists are sort of like tags that allow you to quickly

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identify

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people using filters.

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So again, this is optional, but this is convenient.

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I've created a custom list.

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I called it RB2B leads.

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And that's all I need in order to set up that integration.

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You copy the link.

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You will not see the link just yet, but it's going to be in your clipboard.

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Head over to RB2B, go to integrations, find reply, and simply paste that link.

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That's it.

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And now the integration is running.

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Every new contact that is being identified by RB2B is sent over to your reply

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campaign

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or sequence and will be nurtured with multi-step sequence with emails and

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LinkedIn depending

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on the way you've set up that integration.

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Now a couple of things to know.

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Once you've set up that integration, you may want to do this one-step mapping

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that will

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essentially map all the RB2B fields with reply fields and create the missing

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ones because

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some of the fields that RB2B sends over do not exist in reply yet.

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There's one button to achieve that.

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Once you click match all fields, you will see three custom fields being created

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automatically.

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It was just one click.

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Then the log, as the name suggests, will show you all of the activities, all of

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the behavior

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that happens between the two systems so you can quickly analyze what's going on

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and in

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case of any issues, send us that log or send us a screenshot of that log at

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least.

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Now let's say you want to change the sequence you want to send people to.

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All you need to do is just select that new sequence on the reply side.

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There's no need to go to RB2B and paste a new link because the link itself will

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be the

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same.

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Everything that has to be done happens on our end and therefore the link, this

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URL, will

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remain the same.

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And people, once you have changed the name of the sequence, those leads will be

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sent to

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the new sequence.

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Another thing to note is what's the best approach to take an advantage of the

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multi-channel nature

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of reply.

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Because on the one hand, you can create a sequence that contains only LinkedIn

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steps.

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You can create another sequence that contains only email steps or you can

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create a multi-channel

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sequence that contains both in a multi-step, multi-channel fashion.

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Like I've done here myself with this linear sequence with an email, a LinkedIn

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step, another

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email, another LinkedIn step and so on.

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But the best approach to take advantage of all of the leads that come to you

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through

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RB2B because you know that some of them will not contain an email would be to

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take advantage

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of what we call conditional or branched sequences.

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reply has built this integration in such a way that still saves contacts that

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don't

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contain an email by simply creating this kind of fake placeholder email and

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marking it as

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such as you can see with the red font.

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And the purpose of this is to be able to save that contact anyways because it

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still contains

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valuable information like a LinkedIn URL, like first name, last name, company

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name and

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all of those other fields.

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So we can still try to reach out to this lead.

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And in order to do this effectively and efficiently, what we recommend is take

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an advantage

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of our conditional sequences that look like this.

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You can set up the first step would be to set up a condition and in that

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condition you

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will be basically checking does the contact contain not LinkedIn, but email.

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Do we have an email and the condition would be is email set?

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And if yes, then create one branch that will contain the whole equivalent of a

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multi channel

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sequence that I showed you earlier, like this one.

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And if the contact doesn't have an email, move on with LinkedIn only steps like

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a recent

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post, endorse a scale, send a connection request, send a message and all of

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those other LinkedIn

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steps that you wanted to send.

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If you have any questions and challenges, feel free to reach out to our support

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at reply.io

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and our team will be more than happy to assist you.

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Thanks for your attention and we look forward to seeing you and you using our

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new integration

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with RB2B.

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Thank you.

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(light music)

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