How To Send Website Visitors to Salesforce: Our Step-by-Step Guide 

Quick Summary

Discover how to automatically uncover anonymous website visitors with RB2B’s person-level identification technology and seamlessly push their full profiles into Salesforce. This enables your sales team to engage leads in real time and activate automated sales workflows while prospects are still active on your site. 

Struggling to Send Website Visitors to Salesforce Before They Bounce?

For most B2B revenue teams, getting anonymous website traffic into Salesforce fast enough to matter feels impossible. By the time your SDRs figure out who visited what, the buyer’s gone—and so is their intent. Manual lead capture methods miss high-intent visitors every day, especially those from key accounts. That’s pipeline leaking before it even has a chance to form.

In this RB2B article, we’re going to explain exactly how to identify your website visitors and push them to Salesforce in real-time, before they bounce.

But first…

Why Listen to Us?

At RB2B, we’ve helped hundreds of B2B revenue teams push real-time visitor data directly into Salesforce, automatically, accurately, and fast. 

We know exactly where teams get stuck: clunky integrations, vague data, and missed timing. Our platform delivers rich visitor profiles, complete with LinkedIn links and job titles, straight to sales reps within minutes of a page view. We’ve seen what works, what breaks, and how to build workflows that actually drive pipeline.

What Does it Mean to Send Website Visitors to Salesforce?

At its core, sending website visitors to Salesforce means turning anonymous pageviews into actionable CRM records automatically. Instead of waiting for someone to fill out a form, you identify who’s browsing your site (name, title, company, LinkedIn profile), then push that data straight into Salesforce.

From there, you can trigger lead scoring, notify your reps, kick off outreach workflows, and track how specific prospects are engaging with your site.

Why Send Website Visitors to Salesforce?

• Capture Buyer Intent in Real Time: Website visits are one of the strongest intent signals. Sending them to Salesforce immediately lets your team act while interest is high.
• Alert Reps to High-Value Prospects Instantly: When someone from a named account visits a key page, your reps get notified fast, so they can follow up before the moment’s lost.
• Enrich Leads Automatically with Context That Matters: Push visitor data with LinkedIn profiles, job titles, and page activity to give your reps full context for personalized outreach. RB2B makes this seamless by delivering detailed profiles right into Salesforce.
• Trigger Lead Scoring and Automated Workflows: Use each visit to update lead scores, start nurture sequences, or route prospects to the right team without lifting a finger.
• Turn Anonymous Traffic Into Qualified Pipeline: Most visitors never fill out a form. Identifying them and sending their data to Salesforce unlocks hidden revenue you’re already driving.

How To Send Website Visitors to Salesforce Using RB2B

RB2B makes it easy to identify the real people visiting your website and push their data straight into Salesforce, fast, accurate, and actionable.

Follow these steps to capture high-intent visitors before they bounce and turn anonymous traffic into pipeline.

Step 1: Sign Up for RB2B

Start by creating your RB2B account to unlock real-time visitor identification and rich profile data.

1. Visit rb2b.com and click “Start For Free”
2. Register with a valid business email address
3. Gain immediate access to a 7-day full-featured trial, includes LinkedIn profiles, company insights, integrations, and verified business email contacts
4. No credit card is needed to begin your trial

What happens after signup:

• Your trial includes up to 1,000 profile identifications
• You’ll get full access to all Pro-level features during the trial
• After 7 days, your account automatically moves to the free-forever plan with 150 identification credits per month
• You can upgrade to a paid plan at any time

Step 2. Install the RB2B Tracking Pixel

Next, install RB2B’s lightweight tracking pixel to start identifying visitors.

1. In your RB2B dashboard, go to Script > View script.

2. Copy the provided tracking code

3. Paste this code into your website’s header,  just before the closing </head> tag.
   
   • For WordPress: use the “Insert Headers and Footers” plugin or place it in your theme’s header.php.
   • For Shopify: insert the code into your theme.liquid file.

RB2B’s pixel loads asynchronously, so it won’t affect site performance. It also prioritizes U.S.-based traffic for GDPR compliance while optimizing match rates.

To verify installation, visit your website and check the RB2B dashboard within 5-10 minutes, you should see your visit recorded (if your IP is trackable).

Step 3. Connect RB2B to Salesforce

Next, connect RB2B to Salesforce using the built-in integration.

In your RB2B dashboard:

• Navigate to Integrations → Salesforce.

• Authorize the connection by logging into Salesforce and granting permissions.

Now configure your sync settings:

• Map RB2B data fields (email, name, job title, company, LinkedIn URL, etc.) to Salesforce Lead or Contact fields.
• Create custom fields for additional data like "RB2B Score," "First Visit Date," or "Pages Viewed."
• Enable real-time sync, this ensures Salesforce is populated with the freshest visitor data, within minutes.

To test: have coworkers visit your site from different locations. You should see full profiles appear in both RB2B and Salesforce almost instantly.

Step 4. Set Up Hot Leads & Hot Pages

Use RB2B’s lead scoring and page tracking features to prioritize your best prospects.

In your RB2B settings:

• Define Hot Leads using filters like job title, industry, company size, and geography.
  
  • Example: "Director/VP at companies with 50–500 employees in SaaS."

Then set up Hot Pages:

• Identify key pages such as pricing, demo requests, case studies, and competitor comparisons.
• Visitors who engage deeply with these high-intent pages signal strong purchase intent.

Configure your Hot Leads categories to trigger different sales actions:

• C-suite execs → Immediate phone alerts.
• Mid-level prospects → Automated assignment and nurture workflows.

Sync “Hot Lead” properties to Salesforce — so sales reps can instantly identify priority prospects with no extra research.

Step 5.  Create Salesforce Workflows for RB2B Data

Now automate lead flow using Salesforce workflows or tools like Salesforce Process Builder or Flow.

Start by creating a workflow that enrolls new RB2B-identified visitors.

Use an enrollment trigger like:
"RB2B First Visit Date is known" or "Pages Viewed > X".

Add these actions:

• Automatically assign leads to reps based on territory or ICP.
• Notify reps via Slack, email, or Salesforce task creation.
• Enroll leads in Salesforce nurture journeys, tailored to engagement level.

You can also create variations based on page engagement:

• Pricing page visitors → Hot lead alerts and immediate rep engagement.
• Blog readers → Educational nurture sequence.

Since RB2B tracks repeat visits, you can also build workflows that dynamically adjust based on prospect re-engagement (a key buying signal).

And don’t forget to update lead scores,  so reps always know who to prioritize.

Step 6.  Configure Real-Time Sales Alerts

For maximum impact, configure real-time alerts, so your reps are notified the second qualified visitors are active.

Use RB2B’s native Slack or Teams integrations to send alerts to sales channels. Include:

• LinkedIn profile
• Job title
• Company
• Pages viewed
• Engagement level

Set alert filters carefully, so you get signal, not noise.

Examples:

• C-level decision-makers → Priority phone calls or Slack pings.
• Manager/director level → Standard email alerts with key details.

Also, configure repeat visitor alerts, prospects returning to your site often signal readiness to buy.

Enable mobile notifications, so sales reps can respond even on the go.

Turn Anonymous Website Visitors into Customers with RB2B.

RB2B turns anonymous website visitors into live, qualified leads in Salesforce.

By combining real-time identification, person-level data, behavioral intelligence, and Salesforce automation, RB2B gives your team the tools to connect with prospects at the right moment.

With RB2B, your website becomes an engine for lead generation, turning hidden traffic into actionable sales conversations.

Ready to turn your anonymous visitors into customers? Book a demo today!