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.

Notes
Note: Please note that the Clear extension for Zoho CRM is available in US, EU, CN, IN, AU, CA, SA, and JP datacenters.

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.

    Access your files securely from anywhere

      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









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 crucial for your business, as it forms the foundation for effective sales strategies and customer relationship management. Incomplete or incorrect data can severely hinder your sales reps' ability to understand your ...
                                                                                                              • FAQs: 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 ...
                                                                                                              • 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' ...
                                                                                                              • 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