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HubSpot + RB2B + Personize.ai

Many businesses invest heavily in visitor deanonymization to identify both accounts and individual contacts. This unlocks first-party, high-intent data—arguably some of the most valuable insights a company can access. But here’s the challenge: what next?

No company can afford to have salespeople manually research, qualify, and reach out to each visitor. This creates a massive bottleneck, limiting ROI on powerful technologies and leaving untapped revenue on the table.

Enter the game-changing integration of HubSpot, RB2B, and Personize.ai.

This unique solution leverages high-value visitor data to drive revenue, engagement, and qualified conversations without the need for manual effort. By automating research, personalization, and outreach, your sales team can focus on closing deals while AI handles the groundwork.


The Workflow: From Visitor to Qualified Lead

Here's how HubSpot, RB2B, and Personize.ai seamlessly work together to transform anonymous visitors into engaged prospects:

  1. RB2B identifies anonymous website visitors by analyzing their IP addresses, providing valuable firmographic and demographic data. This turns previously unknown site traffic into actionable leads.

  2. Once a visitor is identified, RB2B syncs the enriched data directly to HubSpot. This includes insights like company size, industry, location, and the specific pages the visitor engaged with.

  3. Updated contacts inside HubSpot triggers a workflow where we leverage Personize AI agents for Automated Research and Outreach. Personize’s AI agents analyze:

    1. The visitor’s LinkedIn profile

    2. The business’s website and product offerings

    3. Relevant third-party data (e.g., Crunchbase, press releases)

    4. The pages visited on your website


From this research, Personize crafts personalized emails tailored to the visitor’s behavior and interests, ensuring that outreach resonates and feels authentic.


Why This Matters

  • Real-Time Engagement: Engage leads while interest is high—right after they interact with your website. Studies show that responding to leads within 5 minutes boosts conversions by 400%.

  • Hyper-Personalization at Scale:Gone are the days of generic emails. Personize.ai’s AI-driven workflows craft messages based on in-depth research, making your outreach feel like it was written by a senior SDR.

  • No Manual Effort Required:This fully automated process eliminates manual lead qualification and outreach, freeing up your sales team to focus on closing deals.


Interested in trying it out? Reach out to Personize.ai for a demo today!


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