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RB2B Integration in Automations

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 Agents tab

  • Click 'Create New'

  • Click 'Create from scratch' or select a template

  • Build the automations manually or ask Instantly AI to build them for you

Managing Your Automations

You can easily manage the automations by clicking the three dots(...):

  • Live Feed: Check the activities of the automation workflow

  • Duplicate: Duplicate the automation

  • Save as template: Save this workflow so you can reuse it later. You can also share the template with the community.

  • Download: Download the workflow as a JSON file

  • Import: Upload a template file to replace the steps and notes on this canvas. Nothing is saved until you save the workflow.

  • Settings: Rename the automation or add a description

  • Delete: Delete the automation

Bottom Toolbar:

  • Undo / Redo: Revert or reapply your most recent changes

  • Zoom In / Out: Adjust the canvas view

  • Fit to view: Automatically scales and positions the canvas to show all nodes

  • Add note: Add a note to the workflow

  • Auto-arrange nodes: Automatically arrange all nodes in a horizontal layout. Any custom positioning will be lost.

  • Run Test: Execute the workflow manually to test triggers and actions

Step 2: Add a Trigger

You can add a trigger from RB2B or other available apps. One trigger can run multiple actions in a single flow.

  • 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

Built-in steps for triggers

  • Instantly AI Voice Agent: Place outbound phone calls from your AI voice agents directly inside a workflow.

  • Manual Trigger: Trigger workflows manually by clicking Run.

  • RSS: Trigger workflows from new RSS or Atom feed items, and read feeds on demand.

  • Schedule: Trigger workflows at specific times or intervals.

  • Webhook: Trigger workflows when an HTTP request is received.

  • Website Visitors: Trigger workflows when website visitors are identified.

Step 3: 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' in the dropdown 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:

Next, go back to Instantly, test the step by clicking "Continue", and save the changes.

Step 4: Add Actions

You can now add an action to be performed in Instantly:

Instantly Actions

  • Add lead to list/Add lead to campaign

  • Update lead interest status

  • Move leads/Move lead to subsequence

  • Get/Update/Create/List/Merge/Delete lead

  • Bulk assign leads

  • Delete leads (Bulk)

  • Create/Update/Delete/Get/List lead list

  • Get lead list verification stats

  • Create/Update/Delete/List/Get lead label

  • Remove lead from subsequence

  • Pause/Resume/Duplicate subsequence

  • Create/Update/Delete/Get/List subsequence

  • Get subsequence sending status

  • Pause/Activate/Get/Update/Delete/Duplicate campaign

  • Add campaign variables

  • Create/List campaign

  • Find campaign by contact

  • Export/Share campaign

  • Get campaign analytics overview/Get campaign analytics/Get campaign analytics daily/Get campaign analytics steps/Get campaign analytics bounces

  • Get campaign sending status

  • Get campaign count launched

  • Get top campaigns for replies

  • Get top campaigns to improve

  • Create/Update/Delete/List variables

  • Get first lead variable values (bulk)

  • Create/Update/Delete custom tag

  • Toggle tag on resources

  • Get/List custom tags

  • Create/Update/Delete/Test/Resume/List/Get Webhook

  • List webhook events

  • Delete/Duplicate/Execute/List/Get Automation workflow

  • Cancel/Retry/Get workflow execution

  • Pause/Resume/Connect/Bulk connect/Update/Delete/Enable/Disable/Get/List account

  • Mark Account fixed

  • Get account analytics/Get account warmup analytics

  • Create/List DFY email account order

  • List/Cancel DFY accounts

  • Check domain availability

  • Generate similar domains

  • Pre-warmed domain list

  • Add/Update/Delete/List/Get blocklist entry

  • Download blocklist

  • Verify/Forward/List/Get/Update/Delete email

  • Get unread email count

  • Mark thread as read

  • Get verification result

  • List audit logs

  • List/Get background job

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, or Custom variables

  • Click Continue to test the event and save the automation

Built-in steps for actions

  • AI: Run an LLM prompt inside your workflow — classify replies, score leads, generate content, or route on AI output.

  • Add Log Message / Debug Log: Add log messages to inspect workflow data during tests and runs

  • Data Transform: Parse, transform, and format JSON and text data.

  • Execute Code: Run custom code in a secure sandbox to transform data inside your workflow.

  • HTTP Request: Push data from Instantly to external APIs.

  • Instantly AI Voice Agent: Place outbound phone calls from your AI voice agents directly inside a workflow.

  • RSS: Trigger workflows from new RSS or Atom feed items, and read feeds on demand.

  • Utility: Utility building blocks for workflows.

  • Web Crawler: Scrape, crawl, and extract data from any website.

  • Web Research

  • Condition(If/Else Logic): Split the flow into TRUE and FALSE branches based on rules.

  • Delay: Pause the workflow for a set amount of time before continuing.

  • Paths / Switch: Route through multiple named paths, checked in order. Use Condition for a simple yes/no split.

  • Human Approval: Pause the workflow until a human approves or rejects it.

Step 5: 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.

You can now toggle the switch ON to activate your workflow.

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