Clearbit for Zoho Desk - Zoho Desk Knowledgebase

Clearbit for Zoho Desk

Spend less time researching your customers and get enriched customer data right from Zoho Desk. With Clearbit integration, you can view your customer's information as soon as you open a ticket. View personal and company details, social media contacts, and more—all you need is your customer's email address.

Features
  • Get enriched personal or company info from an email address
  • View details from an open ticket in Zoho Desk

Install and Configure the Clearbit Extension
The Clearbit extension can be installed from Zoho Marketplace or from your Zoho Desk account.
To install the Clearbit Extension from Zoho Desk:
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon  ) > Integrations > Marketplace.
  3. Search for Clearbit on the right side of the screen.
  4. Select the Clearbit extension, then click Install.
  5. In the Clearbit Installation Setup page,
    • Click Profiles whose agents can access the extension in Zoho Desk.
    • Agree to Terms of Use.
    • Click Install.
  6. Enter the API secret key in the configuration page.
To obtain the Clearbit secret API key
  1. Log in to Clearbit account.
  2. Click API from the left panel.
  3. Copy the generated Secret API key and use it for configuration.

Once installed, the locations for accessing the extension will be displayed on the right side of the extension's detail page. The Clearbit extension can be accessed from the right panel of a ticket's detail page.

View Customers' Enriched Data
To view enriched customer data:
  1. Click Tickets from the menu bar and open a ticket.
  2. Click the Extensions icon  ) on the right side of the ticket's detail page.
    Clearbit enriched data can be viewed in the right panel. All information related to the email associated with the ticket will be displayed.
  3. Click on Person Details.
    Name, email, title, role, seniority and email domain will be displayed. 
    Social media links will also be available.



  4. Click on Company Details.
    Details based on the domain value of the company will be displayed.
    Social media links will also be available.



Uninstall the Extension
When an extension is uninstalled, all widgets that were created will be deleted.
To uninstall an extension:
  1. Go to Setup > Integrations > Marketplace.
  2. In the Marketplace page, click Installed Extensions.
  3. Choose Clearbit from the list of extensions.
  4. Click the More icon at the upper-right corner of the Clearbit extension setup page.
  5. Select Uninstall Extension.
  6. Click Confirm to uninstall the extension.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Customer Insights Extension for Zoho Desk

                                                                                                                          Building customer relationships work better when you can understand your customers better. For a greater understanding, you need access to contextual information about customers at the right moment. Customer Insights gives real-time insights about ...
                                                                                                                        • Ticket Insights Extension for Zoho Desk

                                                                                                                          Customer support tickets comprise multiple components like conversations, tasks, and approvals. Usually, this information is scattered and must be gathered from different tabs and views on a ticket, taking up time. The Ticket Insights extension for ...
                                                                                                                        • Migrate Data from Other Help Desk Services to Zoho Desk (Zwitch)

                                                                                                                          Customer support is the cornerstone of every organization. Businesses rely on help desk software that simplifies ticket management, streamlines support processes, and improves overall customer satisfaction. As your business expands, your requirements ...
                                                                                                                        • Introduction to Zoho Desk

                                                                                                                          Help Desk is a department in an organization that is in charge of providing the support needed by customers while using the company's product or a service. Customers contact the help desk when they have a question or a problem and a product expert ...
                                                                                                                        • Importing Data in Zoho Desk

                                                                                                                          This feature is released in a phased manner and will be available only to those who request for it. To request early access, click the registration link and provide your details. We will enable the feature for your Desk account. Most organizations ...
                                                                                                                          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