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Website Visitors to Email to Mailchimp 

This automation uses a tool named RB2B to track website visitors, parse their details through AI modules, send them through an email sequence, integrate lead data with Mailchimp and Google Sheets, and set reminders and events on Slack and Google Calendar to prompt a salesman's follow-up. All automatically 

 

See notes and the workflow below

 

This automation is built in Zapier.com

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Automation Workflow

This automation uses a tool called RB2B which tracks the website visitors to your website and then outputs the data to a slack channel. 

Automation starts by pulling data whenever a message is sent in a specific slack channel. ( Message Format Above)

 

Then 4 AI parsing modules individually grab the lead data

 

Name
Company
Email

Phone Number ( If applicable)

(LinkedIn URL can be added easily)

 

Then the first email is sent using a Gmail module

 

After that a 1 day Zapier delay module

 

2nd email is sent using a Gmail module 

 

3 day Zapier delay module 

 

3rd and final email is sent with Gmail module 

 

Parsed lead data is put into a google sheet and stored 

 

Email is added to MailChimp into a specific audience 

 

After that a 1 week Zapier delay module 

 

Another delay module is used to delay the automation until then next time the clock hits 8am

 

A text is sent to a salesman as a reminder to contact the lead via phone or email 

 

A google calendar event is also created on that salesman's calendar as a reminder to contact the lead

 

 

Automation Notes

 

This automation can be expanded, optimized, and upgraded. However this serves as solid base

The message format is very consistent from RB2B, however if the format changes the automation will have to be tweaked. That will be an easy change

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