Integrate Clearbit with Close.io
Clearbit is a data vendor that offers advanced tools for capturing and enriching visitor data. It can turn anonymous visitors into leads, qualify and enrich existing leads, and ensure that contact data is accurate and up-to-date. Beyond that, Clearbit also allows you to search its growing database of companies to find new leads, rather than relying on traditional search methods.
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
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Clearbit's End Points
Get a risk score for a new signup by checking their email and IP address against a number of factors, including if their name matches their email, if the email address is disposable, and if the IP or email address is blacklisted. Then, use that information to decide if you want to require additional security measures, request authentication or completely deny access to the user.
Search for a company associated with an IP address that visited your site, allowing you to create a new lead from an anonymous visit. Specifically, Clearbit will take that IP address and return any available company information - such as company name, domain, and associated tags - and company metrics, such as amount raised and number of employees.
Retrieve a list of contacts by searching for specific parameters like company, job title, or role. Clearbit will then provide you with contact cards for any contacts that fit those parameters, including their names, emails, associated companies, and phone numbers.
Find a company’s logo via the company’s domain. Clearbit will return a logo by searching through various sources, including social media accounts. You can also use this feature to directly inform Clearbit of a logo that you would prefer them to use for your company.
Find companies that meet a specific set of criteria, such as size, location, or industry. This will allow you to discover a group of new leads rather than having to manually track them down one by one.
Use a person’s email address or a company’s domain name - and, optionally, more detailed information - to enrich their contact information. Clearbit will return a variety of data including names, locations, social media info, and phone numbers.
Provide Clearbit with a partial company name in order to retrieve more complete company information. This can return the company’s full name, domain, and logo, which you can use to gather more company information through enrichment tools.
Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Create custom fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.