You can now link RB2B with Instantly to automatically sync visitor data for timely email outreach, and if:
RB2B identifies the visitor and the email -> send it to Instantly campaign
RB2B identifies the profile with no email -> send to Instantly list for enrichment
In this article, we will guide you through the RB2B integration in Instantly's automations.
Step 1: Create Your Automation
Go to the Automations tab
Click 'Add New' to create a new automation workflow
Design your workflow
Re-center, and navigate large automations easily
Managing Your Automations
You can easily manage the automations by clicking the three dots(...), re-center, and navigate large automations easily:
Settings: Rename the automation or add a description.
Save: Save the changes
Duplicate: Duplicate the automation
Share: Share the automation
History: Check the execution history of the automation workflow
Delete: Delete the automation
Step 2: Configure Your Automation Schedule
Before configuring triggers, you can set the schedule for your automations to run. You can customize the following options:
Frequency
Timezone
Repeat every X days
Time of Day
Run only on weekdays(Mon - Fri)
Step 3: Add a Trigger
Add RB2B as the trigger app
Select the trigger event -> Person / Company Identified
If you don't have an account, click 'Create one here'.
Click 'Continue' to the next step
Step 4: Configure Webhook
You will see the option to select a webhook. Due to the nature of RB2B, the same webhook can be utilized in different automations. You can either select an existing webhook in the dropdown or create a new one if necessary.
To create a new webhook, click 'Add new webhook' and name it. Upon creation, a webhook URL will be generated, which you can copy and paste into RB2B.
To paste the Webhook into RB2B, you can follow the steps below:
Navigate to the RB2B Instantly Integrations
Paste the Webhook URL
Click Save
Next, go back to Instantly, test the step by clicking "Continue", and save the changes.
Step 5: Add Conditional Branching (If/Else Logic)
You can now add logic inside your workflows. Conditional branching is the simple “if this, then that” logic inside a workflow.
If the condition matches → Action A happens next
If the condition does not match → Action B happens next
The workflow makes the decision automatically based on the data: different data → different action → fully automated.
Example:
If lead has a corporate domain → send Slack alert to a specific channel
If lead uses Gmail/Hotmail → send to a different channel
Step 6: Add Actions
You can now add an action to be performed in Instantly:
Add Lead to List
Add Lead to Campaign
Once you select the actions, click 'Continue' to configure the campaign and variables:
Choose the target campaign
Check the box based on your preferences
Ignore if lead exists in other campaigns to skip duplicates
Launch campaign if paused or completed to resume the campaign
Enter / to map the variables: Email, First name, Last Name, Company Name, Website, LinkedIn Profile URL
Click Continue to test the event and save the automation
Step 7: Test and Activate
Please test the trigger to confirm that the action you selected can be completed successfully. To simulate a real event:
Send a test event from RB2B that mimics what will be triggered when a user is detected on your website.
Upon receiving a 200 OK response in RB2B, you can check for a newly created lead with all relevant details, including email, campaign, website, last name, first name, and company, in your selected campaign.
Simply toggle the switch on or click the Play icon in the automation list to activate the workflow. You can also check the execution history of the automation workflow to verify its success.
