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.- Navigate to Setup > Marketplace > All.
- Click All Extensions, then browse for and click Clearbit for Zoho CRM.
- Click Install Now.
- Agree to the Terms of Service and click Continue.
- Selection an option in Choose Users/Profiles.
The extension will be installed for the specified users. - Enter the API Key in the Extension Settings pop-up.
- 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:- Open a record in Leads, Contacts, or Accounts modules.
- For leads and contacts, make sure the record has a valid email address.
- 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.- Go to Setup > Marketplace > All > Installed Extensions.
- Search for the Clearbit for Zoho CRM extension and click Uninstall.
- 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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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 ...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 ...