🎯 Click the screenshot above to open the interactive guide
Step 1: Trigger – Catch Hook
App: Webhooks by Zapier
Trigger Event: Catch Hook
Webhook URL: Copy the webhook URL provided by Zapier.
In RB2B: Paste this URL into RB2B’s webhook sender field (you’ll find this in RB2B’s automation settings).
Test: Use a sample lead from RB2B to confirm Zapier is receiving data.
Tip: Always test with a real lead record so you can see the exact data flowing through.
Step 2: Filter Only Continue if URL Contains
App: Filter by Zapier
Condition: Captured URL contains rb2b.com (or a high-intent page like /pricing)
Purpose: Ensures only leads who visit meaningful pages (like pricing or features) enter the workflow.
Example: If a visitor only looks at the blog, they’re not routed into Instantly.
Step 3: Action (Generate Sendr Page)
App: Sendr (Beta)
Action: Generate Sendr Page
Required Fields:
First Name (pulled from RB2B)
Optional: Company logo, personalized video intro
Toggle: Enable GIF rendering for richer previews
Output:
A personalized Sendr page URL
A preview link (GIF/video preview)
Why this matters: This step creates a hyper-personalized asset for each lead, increasing response rates in your outreach.
Step 4: Action – Add Lead to Instantly Campaign
App: Instantly
Action: Add Lead to Campaign
Fields to Map:
Campaign → Select your target campaign
Ignore if exists in other campaigns → True (prevents duplicates)
Launch if paused/completed → Leave blank (prevents duplicates)
Email Address → Business Email from RB2B
First Name → First Name from RB2B
Last Name → Last Name from RB2B
Company Name → Company Name from RB2B
Custom Variables:
Sendr Page URL → From Sendr output
Sendr Page Preview URL → From Sendr output
Visited Page → Captured URL from RB2B
With these fields mapped, your outreach emails can dynamically insert the personalized Sendr page link.
What Happens Next
Once you publish the Zap, here’s how it runs automatically:
A lead visits RB2B and completes a tracked action.
The Zap checks if they visited a high-intent page.
If yes, a personalized Sendr page is generated in real time.
The enriched data and Sendr links are pushed into your chosen Instantly campaign.
No manual exports, no copy-pasting just automated personalization + outreach.
FAQs
Q: What happens if the lead already exists in Instantly?
A: With “Ignore if exists” set to True, duplicates will be skipped automatically.
Q: Can I send multiple video/page variations?
A: Yes! You can create different Sendr templates for different campaigns or lead types.
Q: What if I want to capture more fields (e.g., LinkedIn URL)?
A: Just pass those fields from RB2B into Sendr, then map them into Instantly as custom variables.
Why This Matters for You
This setup ensures that every RB2B lead is:
Qualified (filtered by intent)
Given a personalized experience via Sendr
Automatically dropped into your outbound campaign in Instantly
That means less manual work for your team and higher response rates from leads who feel like you built something just for them.
Need Further Help?
If you experience difficulties setting up this automation, our team is here for you. Simply reach out via the live chat inside Sendr, and Ivan or one of our support specialists will be happy to walk you through the process step by step.