Clearbit for Zoho CRM | Online Help - Zoho CRM

Clearbit for Zoho CRM

Stop spending your time in researching about your customers (leads, contacts, and accounts) and get enriched data about them right from within Zoho CRM. With the Clearbit integration for Zoho CRM, you can view your customers' information within the business card section. View personal and company details, social media contacts, and more. All you need is an email addresses of the leads and contacts, and a website for accounts.

Installing the extension

You can either go to the Zoho Marketplace and install the Clearbit extension, or log in to your Zoho CRM account and install it.

To install the extension:

  1. Navigate to Setup > Marketplace > All.
  2. Click All Extensions, then browse for and click Clearbit for Zoho CRM.
  3. Click Install Now.

  4. Agree to the Terms of Service and click Continue.
  5. Selection an option in Choose Users/Profiles.
    The extension will be installed for the specified users.
  6. Enter the API Key in the Extension Settings pop-up.
  7. Click Save.

Getting enriched data

The extension supports three modules of Zoho CRM. The enriched data can be obtained in the following modules: Leads, Contacts, and Accounts.

To get enriched data:

  1. Open a record in Leads, Contacts, or Accounts modules.
  2. For leads and contacts, make sure the record has a valid email address.
  3. For accounts, make sure the record has website details filled under Account Information.
    The enriched data will be displayed in the Business card widget.
    The data is fetched based on the email address or website details provided in the records.

Uninstalling the extension

You may wish to uninstall the extension whenever it is no longer needed.

To uninstall the extension:

  1. Go to Setup > Marketplace > All > Installed Extensions.
  2. Search for the Clearbit for Zoho CRM extension and click Uninstall.
  3. Click Ok to confirm.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now





                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • Data Enrichment

                                                                                            The quality of your CRM data is of the utmost importance for your business, because when it comes to selling, it all starts here. When the data is incomplete or incorrect, sales reps lack the ability to understand your prospects or their needs ...
                                                                                          • Segmentation

                                                                                            Customer segmentation is the process of categorizing customers based on common characteristics such as their region, industry, product preference, or revenue generated. It is a powerful technique that helps companies better address their customers' ...
                                                                                          • FAQs on Segmentation

                                                                                            1. What are the benefits of segmentation? Segmentation allows you to classify your customer base depending on the way they interact with your company. It gives you a platform to take cues from their buying pattern and categorize them into different ...
                                                                                          • Zoho CRM for Google Ads

                                                                                            Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                                          • Importing Data to Zoho CRM

                                                                                            Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources