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Guide · Michel's Guides

Turn anonymous website visitors into personalized outbound, automatically

Install a person-level identification pixel, pipe visitors into Clay, filter for decision makers, and send AI-personalized emails through Smartlead based on the exact page they visited.

7 steps · ~9 min readRB2B · Clay · Smartlead
What you will build

A fully automated pipeline that identifies who visits your website at the person level — name, job title, company, business email, LinkedIn URL, and the exact page they viewed — and turns those visitors into outbound prospects the same day.

Every visitor flows from an RB2B pixel into a Clay table via webhook, gets filtered against your ICP, enriched with a waterfall of email providers, and personalized two ways: an AI agent summarizes what their company does well, and a formula tailors a PS line to a colleague on their sales team. The finished rows push straight into Smartlead for sending.

The result is outreach that references the page someone visited hours earlier, their company's actual strength, and a relevant teammate by name — without you touching a single row by hand.

Prerequisites

What you need before you start

01 · RB2B account

You need access to your website's code (or tag manager) to install the identification pixel

02 · Clay account

For the webhook table, formulas, waterfall enrichment, and Claygent

03 · Smartlead account

Or another sending tool that accepts custom variables per lead

04 · Meaningful website traffic

The workflow only produces leads if people are actually visiting your pages

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Step 01

Install the RB2B pixel and confirm person-level identification

Add the RB2B pixel to your website. Unlike company-level tools, RB2B identifies visitors at the person level: for each visit you get first name, last name, job title, company name, company size, estimated revenue, city, business email, LinkedIn URL, and — critically — the specific page they visited. That page is your intent signal: someone on your AI sales tools page is telling you what they are shopping for.

Step 02

Send visitors to a Clay table via webhook

Set up an RB2B webhook that pushes new identified visitors into a Clay table every day. Map the incoming fields: first name, last name, company name, website, business email, job title, LinkedIn URL, page visited, employee count, estimated revenue, and city. Add a column that normalizes the company name (strip legal suffixes and casing quirks) since you will drop it directly into email copy later.

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