This n8n template automatically syncs website visitors identified by RB2B into your Attio CRM, creating comprehensive contact records and associated sales deals for immediate follow-up.
Perfect for sales teams who want to capture every website visitor as a potential lead without manual data entry!
Good to know
- RB2B identifies anonymous website visitors and sends structured data via Slack notifications
- The workflow prevents duplicate contacts by checking email addresses before creating new records
- All RB2B leads are automatically tagged with source tracking for easy identification
How it works
- RB2B sends website visitor notifications to your designated Slack channel with visitor details
- The workflow extracts structured data from Slack messages including name, email, company, LinkedIn, and location
- It searches Attio CRM to check if the person already exists based on email address
- For new visitors, it creates a complete contact record with all available information
- For existing contacts, it updates their record and manages deal creation intelligently
- Automatically creates sales deals tagged as "RB2B Website Visitor" for proper lead tracking
How to use
- Configure RB2B to send visitor notifications to a dedicated Slack channel
- The Slack trigger can be replaced with other triggers like webhooks if you prefer different notification methods
- Customize the deal naming conventions and stages to match your sales pipeline
Requirements
- RB2B account with Slack integration enabled
- Attio CRM account with API access
- Slack workspace with bot permissions for the designated RB2B channel
Customizing this workflow
- Modify deal stages and values based on your sales process
- Add lead scoring based on company domain or visitor behavior patterns
- Integrate additional enrichment APIs to enhance contact data
- Set up automated email sequences or Slack notifications for high-value leads
