Automation Workflows
Identification only creates value if the right person hears about the visit quickly. These are step-by-step builds for the automation layer that sits between RB2B and your reps — mostly HubSpot, since that is where most teams do this routing.
They cover the four jobs that come up first: notifying the account owner rather than a shared inbox, routing on the specific page someone viewed, detecting repeat visitors so accumulating intent surfaces instead of sitting in a list, and scheduling sends so visitor-triggered outreach lands during working hours.
Build them in roughly that order. Owner notification is the one that changes response times immediately; the others refine what reaches people once the basic routing works. Each guide assumes a standard HubSpot setup and flags the properties you need in place before you start.
Identifying Repeat Visitors in HubSpot
Use RB2B signals inside HubSpot workflows to automatically assign, tag, and act on high-intent visitors without manual follow-up.
Routing Based on a Specific Page Viewed in HubSpot
Trigger alerts and assignments automatically when a contact views high-intent pages like pricing or demos.
Setting a Workflow to Run at a Specific Time of Day in HubSpot
Control when workflow actions execute so alerts and outreach happen during business hours, not randomly.
Setting Up Website Visitor Notifications for Account Owners in HubSpot
Automatically notify the correct rep in HubSpot when their accounts visit your website so follow-up happens fast and no high-intent activity is missed.
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