Did you know that RB2B allows you to identify and engage with high-value website visitors in real time? Of course you did. But timely follow-up and personalized outreach can be the difference between converting a lead and losing them to a competitor.
This is where a powerful workflow connecting RB2B, HubSpot, and Email (or Slack) comes in. By automating lead notifications and assignments, you can streamline your sales process and dramatically improve efficiency.
Step-by-Step Guide:
- RB2B Lead Capture
RB2B identifies website visitors and captures their information including:
RB2B Specific Fields:
- LinkedIn Personal URL - (Web Address)
- RB2B Captured At - (Time Stamp)
- RB2B Captured URL - (Web Address)
- RB2B Hot Page Visitor
- (True, False) - RB2B Source - (True, False) This field is best used to identify net new contacts from RB2B
- RB2B for CRM: RB2B Page View -
(Activity Field)
This field is best used as a trigger for repeat visitor workflows.
General Contact & Company Information, Including:
- Company Details
- Contact Details
- Business Email
This specific contact and company information is crucial for effective outreach and personalization.
- HubSpot Integration
Seamlessly integrate RB2B with HubSpot to automatically sync lead data and enrich it with additional information from RB2B.
- Account Owner Tagging
Use HubSpot workflows to automatically tag the sales rep who owns the account in HubSpot (full workflow below). This automated tagging ensures that the right rep is notified and can take immediate action.
- Slack/Email/HubSpot Notification
Configure instant notifications to alert the account owner in Slack, via email, or within HubSpot when a tagged lead visits your website. This real-time notification allows for immediate follow-up and engagement.
Benefits:
- Increased Sales Efficiency: Streamline your sales process and reduce manual effort by automating lead assignment and notification.
- Improved Lead Response Times: Enable sales reps to engage with high-value leads in real time, increasing the chances of conversion.
- Personalized Outreach: Empower sales reps to tailor their outreach based on the lead's company, website activity, and other relevant information.
By implementing this workflow, you can improve your sales efficiency, response times, and lead conversion rates. Take advantage of RB2B's integrations to automate your lead management and unlock new levels of productivity.
Here is the exact workflow:
