Integrate Clearbit with Freshbooks
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.
Freshbooks is a cloud-based accounting software that is specifically designed for small businesses and self-employed professionals with hourly rates. It handles most of the busywork associated with charging clients and collecting money using tools that track work time, send invoices, and process credit card payments. It can also use the data associated with these processes to generate reports that give you a better understanding of your company’s profits.
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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.
Freshbooks's End Points
Retrieve basic information about your clients, including name, email address, phone number, and client ID. You can also use this field to monitor a client’s financial relationship with your company by tracking specific parameters such as their transactions, total balance, and recent activity.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.