Integrate Clearbit with Salesforce
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.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
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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.
Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.