RB2B Integration with Salesforge

RB2B Integration

Scope

Generate a webhook URL for integration with the RB2B Webhook feature. This will enable profiles to be sent directly to the webhook URL, allowing seamless lead creation in Salesforge.

Steps to Integrate RB2B with Salesforge via Webhook:

  1. Log in to your Salesforge account.

  2. Navigate to Settings > Integrations.

  3. In the RB2B section, click “Get Webhook” to generate a Webhook URL.

    • Note: The URL is displayed only once. If needed, you will have to regenerate it.

  4. Open the Integrations page in RB2B.

  5. Click on the Salesforge section and paste the copied Webhook URL.

  1. Click “Send test event to your Webhook account”.

    (If a dummy contact is successfully created in Salesforge, the integration is complete.)

Let me know if you need any refinements! Here is a Loom video providing a detailed walkthrough of the entire process.

https://www.loom.com/share/6d7908848fb547e8aa05e1ebc5106ec1?sid=60f1b269-17ed-4672-a415-8f25ee4f6b21

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