RB2B

📦Marketing Tools

💰

Costs

Monthly:Free

Annual:Free

🔑

Access

CLIENT ACCESS

ℹ️

Person-level website visitor identification tool. Identifies individual visitors (not just companies) and exports to CSV for CRM import.

Purpose: Person-level website visitor identification. Identifies individual visitors by name, job title, email (where available), LinkedIn profile, and company — not just the company like most intent tools. Used to build outbound lead lists from inbound traffic.

Last verified: May 2026

Quick Reference

Feature	Detail
Identification	Person-level (name, email, LinkedIn, title)
Company data	Company name, industry, size, revenue estimate
Engagement data	Pages visited, visit timestamps, referrer, all-time views
Export	CSV export (custom report)
CRM integration	Via CSV → Python import pipeline into TwentyCRM
Cost	Free tier available; paid plans for higher volume
Access	Client-specific accounts — no central Pacing login

Overview

RB2B tracks website visitors and de-anonymises them at person level using LinkedIn and partner identity graphs. Unlike company-level tools (Clearbit, Leadfeeder), it returns individual people — useful for direct outreach without needing a separate prospecting step.

The export contains two profile types in a single CSV:

Person rows — individual visitor with name, job title, email, LinkedIn URL, and the company they work at
Company rows — identified company with LinkedIn company URL, industry, size, revenue estimate, but no individual contact

Both types include engagement data: pages visited, view counts, first/last seen timestamps, referrer, and RB2B tags (e.g. "Hot page").

Data Fields

CSV Column	Type	Description
`LinkedInUrl`	URL	Person's LinkedIn profile or company LinkedIn page
`FirstName` / `LastName`	Text	Person name (Person rows only)
`Title`	Text	Job title (Person rows only)
`CompanyName`	Text	Employer / company visited from
`WorkEmail`	Email	Work email (Person rows only, where available)
`Website`	URL	Company website
`Industry`	Text	Industry category
`EstimatedEmployeeCount`	Range	Headcount bucket (e.g. `51-200`, `5001+`)
`EstimateRevenue`	Range	Revenue estimate (e.g. `$1M - $5M`)
`City` / `State` / `Zipcode`	Text	Location
`AllTimePageViews`	Number	Total page views across all time
`RecentPageCount`	Number	Page views in recent window
`RecentPageUrls`	JSON array	List of visited URLs (recent)
`LastSeenAt` / `FirstSeenAt`	Datetime	Visit timestamps
`MostRecentReferrer`	URL	Where they came from (e.g. Google, LinkedIn)
`Tags`	JSON array	RB2B-assigned tags (e.g. `["Hot page"]`)
`FilterMatches`	JSON array	Filter rules this lead matched
`ProfileType`	`Person` / `Company`	Row type

TwentyCRM Integration

RB2B exports are imported into TwentyCRM via a Python pipeline. The pipeline:

Reads the CSV and splits rows by ProfileType
Creates custom fields on person and company objects (one-time setup)
Imports all companies first (creates stubs for companies referenced by persons but not in company rows)
Imports all persons, linked to their company
Scores and stages a shortlist of top opportunities
Attaches a "Next Steps" checklist note to each opportunity

Custom fields created in TwentyCRM

These fields are added to both person and company objects, and to opportunity:

Field name	Type	Source
`industry`	Text	`Industry`
`estimatedRevenue`	Text	`EstimateRevenue`
`allTimeViews`	Number	`AllTimePageViews`
`recentPageViews`	Number	`RecentPageCount`
`lastSeenAt`	DateTime	`LastSeenAt`
`firstSeenAt`	DateTime	`FirstSeenAt`
`leadTags`	Text	`Tags`
`leadReferrer`	Text	`MostRecentReferrer`
`visitedPages`	Text	`RecentPageUrls` (deduplicated)
`score` (opportunity only)	Number	Calculated (1-10)

Lead scoring (1-10)

Signal	Points
Base	2
All-time views ≥ 5	+1
All-time views ≥ 15	+2
All-time views ≥ 30	+3
All-time views ≥ 50	+4
Recent views ≥ 3	+1
Recent views ≥ 10	+2
"Hot page" tag	+2
Has work email	+1
Max	10

Pipeline stages assigned on import

Stage	Condition
`MEETING`	"Hot page" tag AND (has email OR views ≥ 20)
`SCREENING`	Has email OR all-time views ≥ 10
`NEW`	Everything else

Import Scripts

Scripts live in scripts/resources/rb2b/. Run from workspace root.

Prerequisites

# API key for the target TwentyCRM workspace (not the Pacing agency workspace)
# Add to root .env:
RB2B_TWENTYCRM_API_KEY=your-client-workspace-token
RB2B_TWENTYCRM_API_BASE=https://pacingagency.com/rest

1. Import companies and people

python3 scripts/resources/rb2b/rb2b-import.py \
  --csv ~/Downloads/filtered_custom_report_XXXXXXXXX.csv

Creates all companies and people from the CSV. Custom fields are created automatically on first run if they don't exist.

2. Create top-N opportunities

python3 scripts/resources/rb2b/rb2b-opportunities.py \
  --csv ~/Downloads/filtered_custom_report_XXXXXXXXX.csv \
  --top 10

Scores all leads, selects the top N, creates opportunities with stage and score, and adds a "Next Steps" checklist note to each.

3. Add notes to existing opportunities (if needed)

python3 scripts/resources/rb2b/rb2b-notes.py

Idempotent — skips opps that already have a note.

See scripts/resources/rb2b/README.md for full documentation.

Automation Opportunities

The current pipeline is manual (export CSV → run scripts). Potential next steps:

Near-term (low effort)

Zapier / n8n webhook: RB2B supports webhook output — route directly to TwentyCRM REST API without a CSV step
Scheduled import: Trigger n8n on a schedule to pull RB2B webhook data and upsert into TwentyCRM

Medium-term

Lead enrichment: After import, enrich company records with Apollo.io or Clay before scoring
Automated email sequences: High-scoring leads (≥7) trigger an n8n workflow that sends a personalised cold email via Resend or Notifuse
LinkedIn audience sync: Export scored leads to a CSV matched against LinkedIn Matched Audiences for retargeting
Slack alert: n8n notifies a Slack channel when a score-10 lead appears

Architecture sketch (fully automated)

RB2B webhook → n8n workflow
  ├── Upsert person + company in TwentyCRM
  ├── Score lead (views + tags + email)
  ├── If score ≥ 7 → create opportunity + note
  ├── If score ≥ 8 → send cold email via Resend
  └── If score ≥ 9 → Slack alert to sales channel

Account Access

Access: Client-specific — each client has their own RB2B account at app.rb2b.com
Script pixel: Embedded on client website via GTM or direct
Exports: Settings → Reports → Custom Report → Export CSV

tools/twentycrm.md — target CRM for imports
tools/n8n.md — automation platform for future webhook pipeline
tools/notifuse.md — email delivery for automated outreach sequences

Note Context

Importance Rating: Medium — useful for client outbound lead pipelines, not mission-critical infrastructure.

Focus Areas for Note:

Person-level identification is the key differentiator vs company-level tools
The import pipeline (CSV → TwentyCRM) is the current workflow; full automation via n8n webhook is the target state
Scripts are reusable across client workspaces — the token and CSV path are the only things that change

Additional Context:

No central Pacing account — each client has their own RB2B pixel and account
The working/ folder in the workspace root contains run-specific logs (gitignored)

Last Updated: May 2026 Owner: Ben Power Status: Active (manual pipeline) — automation in planning

Costs

Access

Quick Reference​

Overview​

Data Fields​

TwentyCRM Integration​

Custom fields created in TwentyCRM​

Lead scoring (1-10)​

Pipeline stages assigned on import​

Import Scripts​

Prerequisites​

1. Import companies and people​

2. Create top-N opportunities​

3. Add notes to existing opportunities (if needed)​

Automation Opportunities​

Near-term (low effort)​

Medium-term​

Architecture sketch (fully automated)​

Account Access​

Related Tools​