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Sync Website Visitors from RB2B to Attio CRM via Slack with Deal Creation

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Created by: Anna Bui || annabuiplayground

Anna Bui

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Last update 3 days ago

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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

Customising 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