RB2B's SmartReach integration is only available for RB2B Pro users.
Setting Up an Integration with SmartReach
To initiate your SmartReach integration, navigate to Integrations from the sidebar menu. Locate SmartReach among the integration options and select View Integration.
In the input field provided, add your full SmartReach Webhook URL then click Save to publish your changes.
The URL used must be secure and include https://
Settings
After connecting SmartReach, you can toggle on/off the following settings:
Sync company-only profiles: If enabled, RB2B will send identified company-level visitor information to SmartReach.
Send repeat visitor data: If enabled, RB2B will send all subsequent visits by a visitor to SmartReach. Please be aware that many integrations may not be configured to handle duplicate or similar data properly, which could result in the creation of duplicate entries instead of updating existing ones. You are proceeding with this action at your own discretion, and we are not responsible for any impact it may have on your data.
Required Fields
Some, but not all, fields are required to have values for the payload to send. Required fields include:
LinkedIn URL
First Name
Content Preview
{
"LinkedIn URL": "https://www.linkedin.com/in/retentionadam/",
"First Name": "Adam",
"Last Name": "Robinson",
"Title": "CEO @ Retention.com. We help Ecomm brands grow & monetize their first-party audience",
"Company Name": "Retention.com",
"Business Email": "adam@retention.com",
"Website": "https://retention.com",
"Industry": "Internet Technology & Services",
"Employee Count": "1-10",
"Estimate Revenue": "$22M rev",
"City": "Austin",
"State": "Texas",
"Zipcode": "73301",
"Seen At": "2024-01-01T12:34:56:00.00+00.00",
"Referrer": "https://retention.com",
"Captured URL": "https://rb2b.com/pricing",
"Tags": "Hot Page, Hot Lead",
}Repeat Visitor Information
If you have "Send repeat visitor data" enabled, an additional field will be appended to the data for repeat visitors only.
{
"is_repeat_visit": true
}